Diana Otero: Article Author For Bloomerang Fri, 08 May 2026 16:52:59 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 21 Best Nonprofit CRM Solutions to Manage Supporters in 2026 https://bloomerang.com/blog/nonprofit-crm/ https://bloomerang.com/blog/nonprofit-crm/#comments Fri, 17 Oct 2025 19:00:45 +0000 https://bloomerang2dev.wpengine.com/?p=43320 When it comes to donor data, there’s a lot to keep track of. Giving histories, gift amounts, and frequencies can reveal a lot about future willingness to give. Plus, understanding motivations, interests, and passions can help you connect with supporters on a deeper level. A nonprofit CRM helps you keep all this information organized and […]

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When it comes to donor data, there’s a lot to keep track of. Giving histories, gift amounts, and frequencies can reveal a lot about future willingness to give. Plus, understanding motivations, interests, and passions can help you connect with supporters on a deeper level. A nonprofit CRM helps you keep all this information organized and easily accessible.

According to our Mission Retainable Report, 94% of fundraisers already use CRMs, but 42% of organizations are very open to adopting new technologies—CRMs included. In this guide, we’ll cover what you need to know about nonprofit CRM solutions and the best platforms to consider. Here’s what to expect:

Every nonprofit needs something different in a CRM solution. That’s why we’re committed to helping your organization find the best platform for your unique needs.

Ready to grow a stronger donor community? Explore Bloomerang’s nonprofit CRM.

What is a nonprofit CRM?

A nonprofit constituent relationship management system (CRM) is a software platform that allows nonprofits to store, update, and report on supporter data. From tracking conversations and donations to event registrations, you can note every interaction you have with a supporter in your nonprofit CRM.

Once you have information about your supporters’ interests, engagement histories, and past interactions with your organization, you can reach out to them with personalized messages that speak to their motivations. This type of stewardship helps boost donor retention.

What are the benefits of nonprofit CRMs?

Sage’s 2025 Nonprofit Technology Impact Report found that the top internal challenge for nonprofits is a lack of process automation and organizational efficiency, with 41% of respondents noting this as an issue. Other top challenges include:

  • Reliance on manual, time-consuming reporting (35%)
  • Lack of visibility into key metrics and performance (34%)
  • Difficulty budgeting and planning for the year ahead (31%)
  • Inefficiencies and delays due to disparate systems (29%)

A nonprofit CRM helps organizations face these roadblocks effectively with an all-in-one platform for donor management, reporting, finances, and automation.
Specifically, here are several ways nonprofit CRM software can benefit your organization:

Infographic showing the benefits of CRM software, as explained in the text below.

  • Save time through automation. A robust CRM platform can automate processes such as transferring donor data from your donation page to your donor database, sending thank-you emails and donation receipts, and generating reports based on important metrics.
  • Stay organized and keep your team on the same page. With a nonprofit CRM, you can review all information relevant to your constituent engagement in one place. Whether you need to review donor, volunteer, or member information, any staff member can access supporter data through your CRM.
  • Improve donor cultivation. Your CRM solution can help identify mid-tier and major donor prospects. You can create a communications cadence to reach out to these supporters, help them build stronger connections to your mission, and ultimately send them a personalized donation request based on their giving capacity and past donation amounts.
  • Foster more genuine donor stewardship. Your CRM software can elevate your donor appreciation strategy, helping you track donors’ preferred communication platforms and ways they like to be recognized for their support.
  • Increase donor retention. Some nonprofit CRM solutions (like Bloomerang!) are specifically designed to help nonprofits retain more donors. Bloomerang gives users access to a dashboard that actively tracks retention to keep it top of mind for your entire team. Plus, donor engagement scores and supporter timelines help you identify your most engaged supporters who are good candidates for maintaining or increasing their giving.

Once you understand the benefits of this software, you can start diving into different features to determine what your organization needs in a nonprofit CRM.

What are the essential nonprofit CRM features?

Different software solutions prioritize different features to help you assess donor data in different ways. However, most nonprofit CRMs share a few standard features to help nonprofits evaluate and act on donor data.

Ensure any CRM you invest in offers features such as:

Look for these features in a nonprofit CRM (explained in more detail below).

 

Donor profiles

Nonprofit CRMs automatically create donor profiles for supporters who contribute or interact with your nonprofit. These profiles include relevant information based on your goals, such as contact information, interests, engagement history, and more.

Use the data in your donor profiles to create donor segments, which are groups of donors who share similar characteristics. For example, you can create segments for new donors, long-time donors, major donors, corporate donors, and so on.

Leverage your CRM to send personalized marketing content to each segment that’s relevant to their interests to encourage further engagement.

Marketing tools

Your nonprofit CRM should include several marketing solutions (or integrations with top marketing platforms).

Be sure your nonprofit CRM can create both:

  • Letters and mailings. Design and save direct mail communication documents like solicitations and acknowledgements. Saving these in your CRM makes it easy to send them quickly when necessary.
  • Engaging emails. Similar to direct mailings, make sure you can create and save templates for your nonprofit’s emails. This can help save time when drafting donor outreach campaigns.

As you create these outreach materials, it can also be useful to run them through communication audit features. For instance, the Ahern Audit runs the “you test” and grade-level tests. These assessments ensure you center donors in your messaging and write between a 6th- and 8th-grade reading level to make your messages easier to skim.

Custom dashboard

A custom nonprofit dashboard will track key performance indicators and present findings front and center for your team. For example, Bloomerang’s dashboard data updates daily with donor retention information.

Your dashboard should provide a high-level overview of your progress toward achieving your goals, specifically the goals related to your fundraising strategy. Ensure you can customize the views on this dashboard to track the metrics most important to your organization.

Integrations

Manually entering data can be time-consuming and prone to human error. Integrations save time and reduce data transmission issues. Search for a nonprofit CRM that offers additional software integrations to simplify your nonprofit’s ongoing tasks.

Look for CRM software that integrates with other commonly used solutions, such as:

  • Fundraising software to capture your nonprofit’s donations and event registrations.
  • Event software to easily plan, manage, and report on your nonprofit’s fundraising events.
  • Marketing software like Mailchimp to streamline your email and direct mail strategies.
  • Prospect research software like DonorSearch to access additional donor insights.
  • Accounting software like QuickBooks to record and track all financial transactions.

Intentionally connecting your software through smart integrations helps you manage the transfer and storage of your organization’s data so you can leverage it in campaigns.

Don’t start your software search unprepared! Download our free buyer’s guide.

 

Online donation pages

Create a donation page for your nonprofit’s website to capture gifts and contributor information. Your donation pages should offer suggested giving options, recurring donations, and customizable fields to collect donor information.

Your donation pages should also be mobile-friendly. 53% of nonprofit website traffic in 2024 came from users on mobile devices, meaning it’s crucial that your donation pages can be easily viewed and completed using a mobile device.

When your donation form integrates with your nonprofit CRM, you can transfer the data you collect directly into the most relevant donor profiles.

Supporter timelines

Timelines give a visual representation of specific donors’ engagement. You can easily see when donors have given, volunteered, attended an event, or interacted with your organization chronologically in any other way, all chronologically, without having to search through cluttered lists. The feature provides further context for each donor engagement.

Additionally, the best timeline features will also provide highlights of key interactions, making the most important information easily accessible. These highlights may include the lifetime value of the supporter, the number of years they’ve supported your mission, and the rate at which they’re increasing their donations.

Customized reports

Reports provide an in-depth view of your nonprofit’s progress toward your goals. Customized reporting features make it easy to create reports based on your specific goals. Plus, you can even save report templates so you can pull the same type of information from quarter to quarter. Then, compare data over time, allowing you to constantly find optimization opportunities for your various strategies.

The best nonprofit CRM software will provide you with pre-built reporting templates that you can use in addition to custom reporting features.

Take the time to sit down with your team and determine what features matter most to you so you can search for a solution with your needs in mind. Use the checklist below to guide your CRM buying journey:

Nonprofit CRM Shopping Checklist

Tick off the features that matter most to your nonprofit when evaluating CRM options.

Organization & Donor Management

Fundraising & Donations

Communication & Engagement

Reporting & Analytics

Integrations & Automation

Usability & Support

Security & Compliance

Next Steps

Review which boxes are most critical for your nonprofit. Use this checklist during vendor demos to ensure all needs are addressed. And remember, you can get all these features (and more!) with Bloomerang CRM.

Top 21 nonprofit CRM solutions

Start compiling potential CRM solutions by reviewing the following top options for nonprofits.

Nonprofit CRM software provider What we like about this nonprofit CRM Potential drawbacks Pricing
Bloomerang Unified giving platform with the friendliest user experience and tools in the industry None! Starts at $125 per month
Salesforce Extensive customizability, scalability, and flexibility May need to hire an outside consultant to configure their system; steep learning curve to get up and running Starts at $60 per user per month
Blackbaud Raiser’s Edge NXT Robust system that offers integrations with many third-party applications Requires some technical experience; potential yearly price increases Contact Blackbaud for pricing
Neon CRM Ease of use and intuitive interface Complicated reporting process; additional costs Starts at $99 per month
DonorPerfect Custom video thank-you messages Outdated and complex user; complex report generation process Contact DonorPerfect for pricing
Keela Real-time donor insights and predictions Limited email functionality and flexibility; lacks advanced donor loyalty and engagement features Starts at $134 per month
CharityEngine Well-positioned to support international nonprofit operations Lack of communication about updated features and bug fixes; unhelpful help center resources; minimal product use training Contact CharityEngine for pricing
Giveffect Broad range of nonprofit tools in one platform More expensive than similar CRMs; poor email functionality Contact Giveffect for pricing
NationBuilder Highly community-focused More geared towards growing your audience than managing and engaging with current members; lack of personalization options; restrictive back-end editing process. Starts at $34 per month
GoFundMe Pro Extensive integration library Feature limitations based on pricing tier Contact GoFundMe Pro for pricing
Virtuous Based on a Responsive Fundraising framework Slow response times and difficulty contacting the support team Contact Virtuous for pricing
Little Green Light Great for new or small nonprofits Doesn’t work well for larger or more established nonprofits Starts at $486 per year
Bonterra Fundraising + Engagement Connects nonprofits to corporate partners looking to expand their CSR initiatives Features and platforms change frequently, leaving users confused Contact Bonterra for pricing
Microsoft Cloud for Nonprofits Makes it easy to leverage multiple Microsoft solutions in one unified platform Steep learning curve; possibility of paying for features your nonprofit doesn’t need Starts at $9 per user per month
DonorDock User-friendly interface and transparent pricing Limited built-in integrations; basic communication features Starts at $300 per month
Springboard Allows nonprofits to leverage Salesforce-powered insights Complex implementation and configuration process Contact Jackson River for pricing
GiveWP Great for organizations that are very comfortable using WordPress Basic fundraising features only available as add-ons Free plan with paid plans starting at $149 per year
monday CRM Flexibility, versatility, and efficiency Pricing calculated based on the number of seats or users needed Starts at $12 per seat per month
HubSpot CRM Nonprofit discount and many integrations Better tailored to businesses rather than nonprofits; higher learning curve Free plan with paid plans start at $15 per seat per month
Funraise Friendly and proactive customer service team Doesn’t offer membership management features Free plan with paid plans starting at $99 per month
CiviCRM Highly customizable and expandable Takes a lot of work to set up; requires someone with technical expertise to keep the platform running Free

1. Bloomerang CRM

Bloomerang CRM is dedicated to helping nonprofits build relationships with their supporters, raise funds, and ultimately retain more support year after year. This solution was designed by industry experts and consultants who are familiar with nonprofit challenges and how technology can address those roadblocks.

Check out how real nonprofits like the Boys & Girls Clubs of Hawaii use Bloomerang to raise more by watching the video below:

Nonprofit CRM features

This nonprofit CRM is dedicated to tracking and enhancing engagement to boost retention, decrease attrition, and increase revenue. Bloomerang’s unique donor management features include:

  • Robust donor profiles customized and built to meet your organization’s exact needs
  • Social listening, a handy tool that enables you to monitor your organization’s social media presence
  • Smart reports that are configurable to highlight the most relevant information for you and your stakeholders
  • An engagement and generosity score to help identify your most engaged donors with a high giving capacity
  • Peer-to-peer fundraising and crowdfunding functionality to expand your digital fundraising efforts
  • Integrations with top solutions like QuickBooks, Mailchimp, Constant Contact, Amilia, and Verified First

What we like about this nonprofit CRM

Bloomerang offers a unified giving platform and the friendliest user experience and tools in the industry. Our platform is highly rated on third-party software review sites, with 4.7/5 stars on G2 and Capterra. Plus, we offer wealth insights for free.

Pricing

Bloomerang’s pricing starts at $125 per month and scales up in small increments, ensuring affordability for all nonprofits.

In summary: Bloomerang is the best all-encompassing CRM solution for increasing donor retention, growing fundraising year-over-year, and accelerating your nonprofit's mission. 

Build stronger relationships with the help of user-friendly tech. Schedule a Bloomerang demo.

 

2. Salesforce

Screenshot of the Salesforce homepage

Salesforce is used by both for-profits and nonprofits alike. Nonprofits can configure the software for donations rather than sales by downloading the Nonprofit Success Pack (NPSP). Then, they can further configure the software with various apps and integrations to serve the strategic needs of their organizations.

Nonprofit CRM features

Features native to the Salesforce CRM software include:

  • Customizable donor profiles
  • Program management features to use the CRM for more than just fundraising
  • Out-of-the-box reports and personalized dashboards to choose from

What we like about this nonprofit CRM

Extensive customizability allows nonprofits to tailor the platform to their unique needs and goals. Additionally, scalability and flexibility make it easy to expand your use of the tool as your organization grows. A widespread developer community is available to support your organization because of the popularity of this platform.

Potential drawbacks and what to look out for

Organizations considering Salesforce should be aware that hiring an outside consultant is often necessary to configure their system, and this can be an expensive undertaking. Plus, the learning curve to get up and running is more challenging, which you should keep in mind if you need to launch your new CRM system sooner rather than later and if you’re looking for a more user-friendly tool.

Pricing

Salesforce pricing starts at $60 per user per month. Keep in mind that migrating to, implementing, and customizing the Salesforce platform may require asking a nonprofit tech specialist for assistance. This can quickly run up the cost, unlike alternatives that come with all the donor management features you need already built into the system.

In Summary: Salesforce was built for Fortune 500 companies and offers a nonprofit version of its product. However, it may not be the best fit for organizations looking for a user-friendly, off-the-shelf tool like Bloomerang's Giving Platform

3. Blackbaud Raiser’s Edge NXT

User interface for Raiser's Edge NXT, a nonprofit CRM

Blackbaud offers two different CRM solutions depending on the size of your organization. Blackbaud CRM is an enterprise-level solution built to manage data for large-scale organizations. Raiser’s Edge NXT is designed to meet the needs of mid-sized and growing organizations.

Nonprofit CRM features

Blackbaud’s Raiser’s Edge NXT solution includes features like:

  • Cultivation tools to discover hidden talent and potential in your donor database
  • Built-in analytics to identify new opportunities and draw insights from your data
  • Data enrichment services to learn more about your donors and prospects
  • Built-in dynamic email campaign capabilities

What we like about this nonprofit CRM

Raiser’s Edge NXT is a robust system and offers integrations with many third-party applications.

Potential drawbacks and what to look out for

Raiser’s Edge NXT requires some technical experience. Creating and managing queries can be complex, especially for users unfamiliar with database querying languages. Additionally, look out for escalating contracts that include yearly price increases. Some users note that unclear or hidden fees can arise.

Pricing

Similar to Salesforce, many organizations find that they may need some expert help migrating data to and from Blackbaud and configuring the solution to meet their exact needs and expectations. Reach out to Blackbaud to learn more about pricing for different solutions.

In Summary, Blackbaud CRM is a robust data-driven solution, but some of its complex functionality may intimidate users. Alternatives like Bloomerang are built to simplify fundraising and provide a comprehensive solution for busy nonprofit professionals. 

4. Neon CRM

Screenshot of the Neon CRM homepage

Neon CRM is designed to help nonprofits grow, inspire their audience, and increase supporter engagement. This CRM is accompanied by fundraising, advocacy, and marketing solutions.

Nonprofit CRM features

Some of the core features of this CRM solution include:

  • Donor and volunteer profiles and relationship-tracking tools
  • Supporter segmentation and email marketing
  • Customized online stores to sell nonprofit merchandise
  • Grant management and tracking options

What we like about this nonprofit CRM

Customers note ease of use and an intuitive interface as positives of this platform.

Potential drawbacks and what to look out for

Neon CRM’s reporting process is complicated, requiring users to build and view report outputs on separate screens. Keep an eye on additional costs, too—wealth insights powered by DonorSearch come with an extra fee (while the same data comes free with Bloomerang), and live chat and phone support options require a monthly expense.

Pricing

NeonCRM’s pricing packages start at $99 and scale up for additional features.

In Summary, Neon CRM offers a multifunctional interface for organizations seeking a donor management platform. However, inefficient reporting, limited features, and a lack of support lead many customers to consider alternatives

5. DonorPerfect

Screenshot of DonorPerfect's homepage

DonorPerfect allows nonprofits unlimited user access to their comprehensive nonprofit CRM software. You can store data in detailed profiles, build relationships, boost fundraising efforts, and automate various activities for your organization.

Nonprofit CRM features

Features included in DonorPerfect’s CRM software include:

  • Internal DonorPerfect payment processing, allowing you to collect your funds faster
  • Customizable donation forms that capture supporters’ attention and encourage them to give
  • Time-saving automation tools such as seamless marketing personalization

What we like about this nonprofit CRM

DonorPerfect allows organizations to thank donors with custom video messages sent via email.

Potential drawbacks and what to look out for

DonorPerfect’s user interface is more outdated and complex than modern solutions like Bloomerang. Customers also say the report generation process isn’t very intuitive.

Pricing

Learn about pricing and get a quote on the DonorPerfect website.

In summary, DonorPerfect is an effective fundraising tool, but it doesn’t offer all the robust functionality nonprofits need, such as membership, volunteer, and donor management, in one place. 

6. Keela

Screenshot of Keela's homepage

Keela’s nonprofit CRM platform prioritizes improved donor management, enhanced stakeholder engagement, and efficient fundraising.

Nonprofit CRM features

Notable features of this platform include:

  • Data analytics tools to predict donors’ next actions
  • Powerful segmentation tools that further personalize donor communications
  • Automated welcome series for new donors to provide a positive first impression

What we like about this nonprofit CRM

Real-time donor insights and predictions help determine the right gift request amounts for each donor.

Potential drawbacks and what to look out for

This platform's downsides include limited email functionality and flexibility. Additionally, Keela’s solution is great for fundraising but lacks advanced donor loyalty and engagement features that facilitate increased retention.

Pricing

Keela’s monthly pricing starts at $125 per month.

In Summary, Keela’s CRM is a good choice for nonprofits that want to prioritize fundraising functionality in their CRMs. However, it doesn’t offer additional tools for membership or volunteer management. 

7. CharityEngine

Screenshot of CharityEngine's homepage

CharityEngine offers all-in-one nonprofit software. In addition to comprehensive donor profiles and data-tracking technology, they offer other built-in solutions that help organizations with marketing, advocacy, fundraising, and more.

Nonprofit CRM features

Some of the most notable features of this platform include:

  • Customized donation pages, built for mobile responsiveness and engagement
  • PCI-certified payment processing solutions for secure payments
  • A user center, allowing nonprofit supporters and donors to control their engagement experience
  • Direct mail and email marketing campaigns that make it easy to reach your ideal supporters

What we like about this nonprofit CRM

CharityEngine is well-positioned to support international nonprofit operations, with international security measures and multi-currency support.

Potential drawbacks and what to look out for

Be aware of drawbacks such as a lack of communication about updated features and bug fixes, unhelpful help center resources, and minimal product use training.

Pricing

Head to the CharityEngine website to learn about pricing.

In Summary, CharityEngine’s platform has much to be excited about regarding wide-ranging functionality. Nevertheless, the lack of support and training can make this a more challenging CRM to get started with. 

Find the best prospects hidden in your donor database. Download the free eBook here.

8. Giveffect

Screenshot of Giveffect's homepage

Giveffect calls its platform a “10-in-1 nonprofit software.” The solution offers tools for everything from volunteer management to marketing and communications and online giving.

Nonprofit CRM features

Features of this nonprofit CRM include:

  • 360-degree constituent views, with information about donors’ giving histories, event attendance, wealth, and more
  • Automation features that allow you to send personalized thank-you notes and invitations
  • Custom donor groupings to make records easier to locate

What we like about this nonprofit CRM

Giveffect offers a very broad range of nonprofit tools in one platform—this includes relationship tracking, advanced reporting, volunteering, membership management, and more.

Potential drawbacks and what to look out for

Giveffect is more expensive than similar CRMs, making it a costlier investment for small nonprofits. Additionally, limitations like poor email functionality can hamper your marketing efforts.

Pricing

Contact Giveffect for pricing.

In Summary: Giveffect’s wide-ranging tools make it an excellent choice for nonprofits looking to consolidate their systems. However, look out for clunky features and a lack of functionality at its lower pricing tiers. 

9. NationBuilder

NationBuilder homepage

NationBuilder offers “human-centric technology” for nonprofits to better understand their supporter audiences. The software includes a CRM, along with additional tools like a website builder, communication platform, and a fundraising solution.

Nonprofit CRM Features

Notable aspects of NationBuilder’s nonprofit CRM include:

  • Tags you can add to supporter profiles to track engagements, such as event RSVPs or donations
  • Filters to browse your database more efficiently and find the right audiences to target with specific campaigns
  • Customized supporter journeys that nurture each supporter to build their connection and facilitate additional donations

What we like about this nonprofit CRM

NationBuilder is highly community-focused, making it a useful tool for nonprofits looking to build community-powered campaigns surrounding their cause.

Potential drawbacks and what to look out for

NationBuilder is more geared towards growing your audience than managing and engaging with current members. Plus, NationBuilder customers note a lack of personalization options and a more restrictive back-end editing process.

Pricing

NationBuilder’s pricing starts at $34 per month.

In Summary, NationBuilder is useful for organizations seeking campaign and advocacy support, but may not be as helpful for ongoing audience management. 

10. GoFundMe Pro

Screenshot of GoFundMe Pro's website

GoFundMe Pro is a supporter and donation management platform for nonprofits, healthcare organizations, food banks, and other charitable groups. GoFundMe Pro’s platform is built to help nonprofits design memorable supporter experiences, whether fundraising events, peer-to-peer campaigns, or other charitable activities.

Nonprofit CRM features

GoFundMe Pro’s CRM offers features such as:

  • The ability for donors to manage their recurring giving
  • Magic Links for a streamlined, hassle-free login experience for donors
  • The ability to send year-end giving statements to donors summarizing their charitable involvement

What we like about this nonprofit CRM

GoFundMe Pro has a very extensive integration library. The Salesforce integration is particularly powerful for organizing data across fundraising and CRM platforms.

Potential drawbacks and what to look out for

Be aware of feature limitations based on pricing tier. For example, GoFundMe Pro’s Zapier integration is unavailable for the lowest-tier plan, and assisted onboarding is only available at the highest pricing tier.

Pricing

Contact GoFundMe Pro for custom pricing.

In Summary: Nonprofits looking for primarily donor-focused tools should know that GoFundMe Pro is mainly a fundraising tool with minimal donor management functionality.

11. Virtuous

Screenshot of the Virtuous' homepage

Virtuous brings together nonprofit CRM, fundraising, volunteer, and marketing tools into one platform. Their solution is designed to boost donor retention, increase average gift sizes, and save administrative time.

Nonprofit CRM features

This CRM equips nonprofits with features like:

  • Flexible dashboards for 360-degree donor views
  • Integrated wealth insights and social and demographic data to identify top prospects
  • Project and campaign reporting, goal tracking, and grant management

What we like about this nonprofit CRM

Virtuous is based on a Responsive Fundraising framework that places donor-centricity and personalized communications at the forefront of donor engagement. In practice, this includes tools for social listening, marketing automation, responsive gift arrays, and more.

Potential drawbacks and what to look out for

Customer support is a drawback of this platform, as users note issues like slow response times and difficulty contacting the support team.

Pricing

Contact Virtuous for custom pricing.

In Summary: Virtuous is a flexible, responsive option for increasing efficiency, but slow support responses can cause roadblocks. 

12. Little Green Light

Screenshot of the Little Green Light homepage (a nonprofit CRM)

Little Green Light’s nonprofit CRM is tailored to small and mid-sized organizations looking for all-in-one donor management software. Organizations turn to this solution for robust integrations, data centralization, and flexibility.

Nonprofit CRM features

Stand-out features of this platform include:

  • Prospect identification with the help of custom reports
  • Online donation forms embedded into your website
  • Comprehensive constituent profiles with giving history, relationships, and more

What we like about this nonprofit CRM

Little Green Light’s pricing and functionality are ideal for new or small nonprofits looking to transition from Excel to their first CRM.

Potential drawbacks and what to look out for

This platform may not be well-suited for larger or more established nonprofits seeking comprehensive features, support, and reporting capabilities. Organizations looking for responsive support and robust functionality should consider alternative options.

Pricing

Pricing starts at $486 per year.

In Summary: Little Green Light can be helpful for organizations moving away from spreadsheets, but it does not offer the comprehensive functionality established nonprofits require. 

13. Bonterra Fundraising + Engagement

Screenshot of the Bonterra Fundraising + Engagement information page

 

Bonterra provides software to power social good. The Bonterra Fundraising + Engagement platform is a donor engagement platform that manages everything from grant management to predictive analytics.

Nonprofit CRM features

Effective features of this platform include:

  • Moves management tools for tailored major gift outreach
  • Simple segmentation tools for personalized outreach
  • Integrated, secure payment processor

What we like about this nonprofit CRM

Bonterra’s FrontDoor solution connects nonprofits to corporate partners looking to expand their CSR initiatives, fostering mutually beneficial connections across sectors.

Potential drawbacks and what to look out for

It’s no secret that Bonterra has recently been in the public eye because its offerings are undergoing constant transformations. As a result, you may not know exactly what you’re getting, as features and platforms can change. The Essentials Plan is also somewhat limited, with basic features like grant and membership management only available at higher prices.

Pricing

Contact Bonterra for pricing information.

In Summary: Bonterra’s vast feature library appeals to nonprofits, but their internal shifts may cause users some upheaval. Alternative options like Bloomerang offer excellent reliability and stability to help you achieve your goals. 

14. Microsoft Cloud for Nonprofits

Screenshot of the Microsoft Cloud for Nonprofits information page

Microsoft Cloud for Nonprofits combines CRM, AI, marketing, and cloud computing technologies into one platform.

Nonprofit CRM features

This modern, time-saving solution offers the following features to help nonprofits attract and retain donors:

  • Personalized constituent marketing journeys
  • Constituent research powered by LinkedIn
  • AI-driven propensity modeling

What we like about this nonprofit CRM

Microsoft Cloud makes it easy to leverage multiple Microsoft solutions, such as  Microsoft 365, Power Platform, Dynamics 365, Azure, and LinkedIn, in one unified platform.

Potential drawbacks and what to look out for

Microsoft Cloud for Nonprofits offers a wide range of features, which can come with a steep learning curve or the possibility of paying for features your nonprofit doesn’t need.

Pricing

Microsoft Cloud for Nonprofits’ pricing starts at $9 per user per month.

In Summary: Microsoft Cloud offers higher-level cloud solutions best suited to tech-savvy nonprofits but not ideal for organizations looking for an intuitive, user-friendly platform. 

15. DonorDock

Product image for DonorDock, a nonprofit CRM system

DonorDock is a donor management system for small nonprofits. Unlimited contact records and free online giving make DonorDock an effective option for organizations that have outgrown spreadsheets.

Nonprofit CRM features

Nonprofits can use features such as:

  • List and segment creation for marketing, fundraising, or tracking purposes
  • Automations triggered based on events like first-time donations or giving anniversaries
  • Campaign, fund, and appeal management

What we like about this nonprofit CRM

Users like the user-friendly interface of this platform. Their transparent pricing structures are also a plus.

Potential drawbacks and what to look out for

Look out for drawbacks such as limited built-in integrations and basic communication features.

Pricing

DonorDock's pricing starts at $300 per month.

In Summary: DonorDock is a helpful platform for streamlining and simplifying nonprofit management, but it may not offer the robust communication features or integrations your team needs. 

16. Springboard

Product image for Springboard by Jackson River

Springboard by Jackson River is a fundraising and advocacy CRM powered by Salesforce. It’s an enterprise-grade solution built for and by experienced nonprofit professionals.

Nonprofit CRM features

Organizations turn to this platform for features like:

  • One-click sustainer upsell option
  • Code tracking and custom tags to measure donor behavior
  • Personalized marketing content that leverages supporters’ interests and giving histories

What we like about this nonprofit CRM

Springboard allows nonprofits to leverage Salesforce-powered insights, perfect for organizations that already have Salesforce experience.

Potential drawbacks and what to look out for

The implementation and configuration process is more complex than other CRM platforms.

Pricing

Contact Jackson River for pricing information.

In Summary: Springboard is a useful solution for nonprofits seeking a CRM powered by Salesforce. However, it might not be the right option for nonprofits inexperienced with the Salesforce platform. 

17. GiveWP

Screenshot of the GiveWP homepage, a CRM for nonprofits

GiveWP is a free CRM platform that operates within WordPress. This system allows you to track top donors, search your donor database, build contact lists, and more.

Nonprofit CRM features

Additional features of this CRM software include:

  • Detailed donor profiles with contact information and giving histories
  • The ability for donors to view their donation histories
  • Integrations with other CRMs like Salesforce

What we like about this nonprofit CRM

GiveWP is great for organizations that are very comfortable using WordPress and want basic CRM features along with website functionality.

Potential drawbacks and what to look out for

Basic fundraising features such as peer-to-peer fundraising and recurring donations are only available as add-ons.

Pricing

GiveWP offers a free plan with basic functionality. Paid plans start at $149 per year.

In Summary: GiveWP offers functionality for nonprofits deeply entrenched in the WordPress ecosystem. However, this may not be the right choice for a comprehensive donor database.

18. monday CRM

Screenshot of the monday CRM information page

monday CRM provides a user-friendly, easy-to-set-up platform for managing conversions. Nonprofits can customize the platform to fit their unique donor journeys and supporter lifecycles using the flexible interface.

Nonprofit CRM features

Stand-out features of this CRM include:

  • AI tools that support automation, email composition, and content generation
  • An integrated email platform to centralize supporter communications
  • A streamlined mobile experience to use the platform while on the go

What we like about this nonprofit CRM

Positives of this tool include flexibility, versatility, and efficiency. The strong focus on customization and streamlined workflows helps teams get tasks done faster.

Potential drawbacks and what to look out for

The most commonly noted drawback is the price of this platform. Pricing is calculated based on the number of seats or users you want. This structure might not work well if multiple users need to access your CRM or if your organization is on a tight budget. However, your nonprofit may be eligible for a discount, helping alleviate some budgeting concerns.

Pricing

The Basic CRM plan is $12 per seat per month. Learn more about pricing on their website.

In Summary: monday CRM works best for nonprofits seeking to enhance the donor funnel, but be wary of escalating costs based on usage.

Drive impact and strengthen your mission with strategies that increase your team's capacity. Download the free guide to learn more.

19. HubSpot CRM

Screenshot of HubSpot's CRM page

HubSpot offers free CRM tools to help manage contacts. Their platform helps track leads through dashboard and reporting software.

Nonprofit CRM features

Here are the features nonprofits can access through this CRM:

  • Custom dashboards to track the metrics that matter most to your organization
  • Deal pipeline to help manage and push forward with major giving prospects
  • Free meeting scheduler to keep internal meetings organized

What we like about this nonprofit CRM

HubSpot offers a 40% discount for nonprofits and a vast array of helpful integrations.

Potential drawbacks and what to look out for

HubSpot is better tailored to businesses rather than nonprofits. Plus, there can be a higher learning curve for this platform.

Pricing

You can create a free account on the HubSpot website. Paid plans start at $15 per seat per month.

In Summary: HubSpot CRM is an excellent choice for organizations looking to better manage donor pipelines through deal tracking, but may not be the most comprehensive nonprofit solution available.

20. Funraise

Screenshot of Funraise's homepage

Funraise equips nonprofits with CRM software to track donor information and manage workflows. You can also integrate Funraise with Salesforce to maximize CRM functionality.

Nonprofit CRM features

Organizations turn to this CRM for features like:

  • Custom segmentation and filters
  • Household management to organize families or supporter groups
  • Interaction tracking to document supporter communications

What we like about this nonprofit CRM

Users say that the customer service team is friendly and proactive, getting back quickly to answer questions and concerns.

Potential drawbacks and what to look out for

Funraise doesn’t offer membership management features for nonprofits seeking to organize their monthly giving or major donor membership programs.

Pricing

Funraise has a free plan and paid plans starting at $99 per month.

In Summary: Funraise offers useful customization and organizational growth functionality but may not tick all of your boxes if you’re looking for membership functionality.

21. CiviCRM

CiviCRM website homepage

CiviCRM offers open-source CRM software for nonprofits. You can use the platform by itself or integrate with Drupal, WordPress, Joomla, or Backdrop.

Nonprofit CRM features

Top features of this tool include:

  • Contact management with records for each contact as well as membership management functionality.
  • Accounting integration to easily track gifts.
  • Over 40 standard reports and the option to create custom reports.

What we like about this nonprofit CRM

The open-source nature of the software allows it to be highly customizable and expandable. You can configure the system to your unique needs and priorities.

Potential drawbacks and what to look out for

The software takes a lot of work to set up and requires someone with technical expertise to keep the platform running.

Pricing

CiviCRM is free to use and download.

In Summary, CiviCRM is a good choice for organizations that feel comfortable with a high degree of custom configuration, but it is likely not the best option for nonprofits looking for a quick and easy setup. 

6 steps to find and implement the right nonprofit CRM for your needs

With such a wide range of solutions to choose from, how can you find the right nonprofit CRM for your unique organization? Use the following steps to find the platform that best fits your requirements and implement it effectively:

Use these steps to find the right nonprofit CRM for your organization (explained in the text below).

1. Cast a wide net with your initial research.

Develop your list of top potential solutions by:

  • Thinking through your existing challenges – what do you want out of a CRM solution that you don’t have currently?
  • Reading referrals from trusted nonprofit resources and software reviewers like G2 or Capterra
  • Using search engines to find additional solutions and further expand your list

Create your list by choosing several top solutions that offer most or all of the features you’re looking for.

2. Assess your budget.

Note the costs associated with each solution, including any additional fees that may be required for startup or implementation. We recommend the following tips to make the most of your nonprofit CRM budget:

  • Invest in a scalable solution. Scalable solutions allow your nonprofit to choose a plan with the features you need at the moment for a lower price. Then, as you continue to grow, you can add additional features to better meet your needs.
  • Ensure the software pricing is clear. Unfortunately, many software providers try to hide fees related to implementation and training. Conduct ample research so your organization knows exactly what is included in the purchase before you make it. During demos, ask about implementation or migration costs to be absolutely sure you know what’s coming.
  • Ask about training resources for the solution. As your nonprofit grows and develops, you’ll need to continue training to ensure your software also reflects your needs. Look for a solution with training resources and customer support that will help you set up your software and maximize your return on investment.

It’s worth it to carefully consider your budget up front so you don’t end up having to ultimately switch to a different solution and spend more on data migration costs down the line.

3. Finalize your top options.

Once you have compiled a list of possible solutions, it’s time to narrow down candidates to find your nonprofit CRM. The following questions should help:

  • Research the features available from each nonprofit software solution. Do these features meet the immediate needs of your nonprofit?
  • Consider your nonprofit’s future goals and plans. Does the provider offer scalable features to meet those down-the-line needs?
  • Is the software within your nonprofit’s budget?
  • Will you be able to try the software out during a trial period before investing?
  • Will an implementation team help you set up the solution?
  • Does this implementation cost extra?
  • Do you have access to training materials to use the software to the best of your ability both now and in the future?

Be sure to request a demo for each of your top options, and don’t be afraid to ask questions along the way. Here are some questions you may consider asking:

  • Is this software available offline?
  • Are there internal controls to ensure data security?
  • How often is the software updated?
  • Who are some of your other customers?
  • What is the real cost breakdown of this solution?

Taking notes during each demo will come in handy as you compare similar solutions to make your final decision.

4. Make a decision with the help of key stakeholders.

Make sure to run the nonprofit CRM software decision past your fundraising team, who will be working with the solution daily. You’ll need enough information to make a solid case to advocate for your software choice. Consider their input and feedback about the common pain points they face in your current system and the potential drawbacks they see for your top options.

Your entire team may not agree with your final decision, and that’s okay. Address any remaining reservations and ask team members to fully commit to your new solution once you’ve landed on it. This will help the transition go more smoothly.

5. Create an implementation plan.

Once you’ve made your choice, your job isn’t done! You’ll need to develop a nonprofit CRM implementation and training plan. The plan should look something like this:

  • Set a goal for when you want the system to be fully operational.
  • Work closely with the implementation team and don’t be afraid to ask questions.
  • Ask for support when you need it. Take advantage of unlimited email and chat support from a provider. Or, call when you need to.
  • Consider implementation consulting. Even for a small fee, implementation consulting can be absolutely worth it and make all the difference in your nonprofit CRM's effectiveness.

Create a step-by-step plan with specific deadlines to reach full implementation of your nonprofit CRM. Do your best to adhere to these deadlines. That way, you can quickly get back to connecting with supporters and growing your audience.

6. Train your team on your new system.

Host several training sessions to get team members up to speed on the new platform. Provide team members with access to training materials that they can use at any point if they need a refresher.

Wrapping up

Nonprofit CRM software is the backbone of effective nonprofit strategies. It’s where you collect, organize, and store important information that will power your fundraising initiatives. Choosing the right software is, therefore, an incredibly important decision to make.

To dive deeper into the topic, check out these additional resources:

 

Want to grow relationships, donations, and your supporter community? Bloomerang can help. Schedule a demo.

 

Frequently asked questions

What is a nonprofit CRM?
A nonprofit CRM is a software platform that stores, updates, and reports on supporter data, tracking donations, interactions, events, and more, so you can personalize outreach and improve donor retention.
What features should I look for in a nonprofit CRM?
Essential features include donor profiles, built-in marketing tools (email and letters), a customizable dashboard, key integrations (fundraising, events, marketing, accounting), mobile-friendly donation pages, supporter timelines, and customizable reports.
How do I choose the right nonprofit CRM for my organization?
Start with broad research, assess your budget and any hidden implementation or training costs, demo your top options, involve key stakeholders, create an implementation plan with timelines, and train your team.
How much does nonprofit CRM software cost?
Pricing varies widely by platform and model. For example, Bloomerang starts at $125 per month, Salesforce starts at $60 per user per month, and some tools offer free tiers. Always confirm implementation, migration, and support costs upfront.

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20+ Volunteer Survey Questions to Improve Your Program https://bloomerang.com/blog/volunteer-survey-questions/ https://bloomerang.com/blog/volunteer-survey-questions/#respond Fri, 10 Oct 2025 18:30:11 +0000 https://bloomerang2dev.wpengine.com/?p=88201 Your volunteer program has been in operation for some time now, and participants appear to be engaged, happy, and productive. But how can you be certain that your program is running as smoothly and effectively as possible? You can send a volunteer survey. Volunteer surveys allow nonprofits like yours to determine the effectiveness of their […]

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Your volunteer program has been in operation for some time now, and participants appear to be engaged, happy, and productive. But how can you be certain that your program is running as smoothly and effectively as possible? You can send a volunteer survey.

Volunteer surveys allow nonprofits like yours to determine the effectiveness of their volunteer programs and the satisfaction of their volunteers. They also provide a positive touchpoint between volunteers and your nonprofit’s staff, which is crucial for engaging supporters over the long term. A study published in the Journal of Public and Nonprofit Affairs found that interactions with nonprofit staff members were a positive predictor of volunteer retention.

This guide explores the ins and outs of volunteer surveys, from the best questions to ask to top tips for making the survey process a success. We’ll cover:

Volunteer surveys are an excellent tool for engaging volunteers and understanding their genuine opinions about your volunteer programs. To maximize the impact of these surveys, asking relevant questions to the right individuals is essential. Let’s begin!

Learn how bloomerang increases all volunteer metrics!

What are volunteer surveys?

A volunteer survey is a list of questions sent to prospective, current, or former volunteers to gather their feedback and gain insight into various aspects of the volunteer program. These questionnaires allow you to understand your volunteers’ recent experience with any event or program and should be sent shortly after they have volunteered to get their immediate feedback.

When conducted effectively, volunteer surveys help your nonprofit improve various areas of your organization, including programming and recruitment efforts.

A study from the Do Good Institute found that nearly half of nonprofit CEOs see recruiting sufficient volunteers as a significant challenge for their organization, with many citing it as a “big problem” to find volunteers who are available during the traditional workday (38.4%) and possess the necessary skills (35.4%). Surveys are a valuable tool for understanding volunteers’ availability, skillsets, and other crucial information that will help you assign them to the right roles.

Questionnaires are also one of the best ways to empower your volunteers and demonstrate that their feedback matters, thereby boosting volunteer satisfaction.

Types of volunteer surveys

Let’s take a look at the different styles of volunteer surveys:

Types of volunteer feedback surveys, including their target audiences, information about when to send the surveys, and their purpose. 

  • Recruitment survey: A recruitment survey is sent to prospective volunteers or to those who have just signed up for a volunteer shift or training session. Use this type of survey to determine your new volunteers’ skills and interests and gather information about how they discovered your organization.
  • Satisfaction survey: A satisfaction survey is sent to volunteers immediately after they participate in a volunteer opportunity. These surveys help assess how satisfied volunteers were with the volunteer experience and gather their feedback on what could be improved.
  • Engagement survey: An engagement survey is sent to current volunteers at regular intervals, typically every six months or twice a year. Leverage these surveys to gather general feedback on volunteers’ engagement with your organization.

Remember, some volunteers may want to give anonymous feedback, so be sure to send the occasional anonymous survey. This format provides volunteers with an opportunity to offer honest feedback, which is highly beneficial for your organization.

The benefits of asking the right volunteer survey questions

Volunteer surveys can provide valuable insights into the state of your volunteer program. They can also make volunteers feel more comfortable expressing their honest opinions. Taking feedback from your volunteers through surveys demonstrates to them that you value their input and prioritize providing a positive, memorable experience.

Additionally, volunteer questionnaires provide insight into what’s working and what isn’t, enabling your program to continually improve by making adjustments based on your volunteers’ feedback. By sending volunteer surveys, you can:

The benefits of volunteer surveys (listed below) 

  • Gain valuable feedback on your volunteer program. You can adjust your volunteer program strategy based on the input from volunteers. For instance, if volunteers feel that your virtual volunteer opportunities aren’t very engaging, you can change your approach to offer more hands-on or interactive opportunities.
  • Boost engagement and productivity. With a recruitment survey, you can engage volunteers from the moment they register and demonstrate your commitment to creating a valuable experience for them. The feedback you receive from volunteer surveys will enable your organization to improve and grow, ultimately increasing engagement and productivity. When your volunteers enjoy the opportunities you offer, they’re more likely to continue volunteering for a longer period.
  • Express appreciation for volunteers. By asking for and incorporating volunteer feedback, you show volunteers that their opinions matter. Your volunteers’ experience is crucial, as they are the foundation of your organizationtherefore, it’s essential to make them feel like their voices are heard.

Ignite a spark that fuels lasting engagement within your volunteer community. Download our free recruitment guide to learn how.

Best volunteer survey questions to ask

So, what should you include in your volunteer questionnaire? It can be challenging to narrow down the list of questions you want to ask. Remember, the goal is to collect feedback on your volunteer program, the experience of volunteers working with your nonprofit, and what they would like to see differently next time. The best volunteer survey questions to ask should be relevant and easy to answer!

First, determine the type of volunteer survey you want to send. Then, select your questions based on the information you hope to receive. You can begin with a volunteer survey template that includes standard and straightforward questions, and then customize it according to your organization’s needs and the goals you aim to achieve with your survey.

We’ll guide you with some examples. Here are a few questions to ask for each type of volunteer survey:

Volunteer recruitment survey questions

  1. How did you find out about our volunteer program?
  2. What motivates you to volunteer with our organization?
  3. What do you hope to gain from your volunteer experience?
  4. Do you have any specialized skills that would support our projects?
  5. What types of volunteer opportunities are you most interested in?
  6. When is the best time of the week/day for you to volunteer?
  7. How many hours are you looking to volunteer per week/month?
  8. Are you comfortable with us conducting a background check?
  9. Can we contact you for future volunteer opportunities?

Volunteer satisfaction questions

  1. How satisfied are you with your volunteer experience?
  2. Is there anything you would change about the experience?
  3. How would you rate your volunteer training experience? Do you need more training to volunteer effectively?
  4. What challenges did you encounter as a volunteer, and how can we help address them in future opportunities?
  5. How much of a difference do you feel volunteering made?
  6. Do you have any recommendations for how we can improve our volunteer opportunities?
  7. Would you recommend our volunteer program to a friend?

Volunteer engagement questions

  1. What is your preferred method of communication?
  2. How often would you like to be contacted about upcoming volunteer opportunities?
  3. Do you feel like a valued member of our organization? How could we make you feel more appreciated?
  4. How likely are you to continue volunteering with future opportunities?
  5. What motivates you to volunteer with us?
  6. What skills do you hope to use or develop as a volunteer?
  7. What was your most rewarding experience as a volunteer with our organization?

Remember, your survey questions should focus on the volunteer experience to keep them engaged with your nonprofit. These survey questions will help you find out how your volunteers perceive your organization and whether it’s offering the type of experience they had in mind.

Volunteer survey best practices and tips

1) Stay on topic.

If you have too many questions on different topics, it may convey to volunteers that your organization lacks a clear strategy or direction.

Choose your volunteer survey type, whether it’s a recruitment, satisfaction, scheduling, or engagement survey, and design your questions accordingly. This will help you receive effective, detailed feedback on one area, and your volunteers will also have a clearer understanding of the purpose of your survey.

2) Avoid biased or leading questions.

Keep your questions as neutral and objective as possible. You don’t want to sway your volunteers toward submitting an answer that they don’t really mean.

For instance, avoid questions like “On a scale from 1-10, how great is our volunteer program?” Instead, you should ask, “On a scale from 1-10, how would you rate your satisfaction with our volunteer program, with 1 being the least satisfied and 10 being highly satisfied?”

3) Ask for additional information.

Ask an open-ended question at the end of the survey for volunteers to submit anything else that’s on their minds. For example, you can ask, “What can we do differently in the future to improve your experience?” This type of inquiry gives your volunteers the space to mention any additional thoughts that came to mind while completing the survey.

4) Keep your survey short and to the point.

A lengthy or complex survey may deter participants from completing it. Keep your survey to fewer than 10 questions to achieve a higher response rate. The last thing you want is for your volunteers to feel frustrated and overwhelmed with too many questions.

5) Test your survey before sending it.

Have your nonprofit staff members test your survey by taking it a few times to ensure everything’s working correctly. Verify that any integrations, such as with your nonprofit CRM, work smoothly. Having multiple people review your survey can also help you avoid spelling and grammatical mistakes.

6) Send your survey to the right audience.

Ensure that you send your survey to the correct volunteers. For instance, you should only send your satisfaction survey to volunteers who have just completed a volunteer opportunity. In contrast, you should send your engagement survey to all volunteers to gain a wide range of perspectives. This ensures you send relevant questions to each volunteer segment, guaranteeing you receive the highest quality of responses.

7) Launch your survey at the right time.

Send your survey at a time when volunteers are likely to check their emails and have a minute to spare to fill out the form. For example, MailerLite’s email marketing study reveals that the highest email engagement occurs between 3 and 7 p.m., and that Monday is the day of the week with the highest average open rate. Of course, you should also review your own CRM and engagement data to identify patterns within your own supporter base.

8) Store your results using your volunteer management system.

Once your volunteers have completed your surveys, you can sort them based on general information, such as age or volunteer roles, to organize your data.

You can easily record your insights using your volunteer management software system. This will give you a reference point when planning future volunteer opportunities. It also allows you to better understand the feedback you received based on the demographics of your volunteers.

9) Thank volunteers for their participation.

Don’t forget to thank volunteers for filling out your survey. You can even offer an incentive, such as entering the names of all volunteers who completed the survey into a drawing for a special prize. Check out Bloomerang’s volunteer appreciation guide for more great ideas!

How Bloomerang simplifies the volunteer feedback process

With the help of Bloomerang Volunteer, you can organize and store all your data in one central location. This will help you understand your feedback better and identify patterns and trends.

Bloomerang Volunteer elevates the entire volunteer management process with features such as:

  • Impact-focused reporting tools
  • Simplified volunteer signups
  • AI-assisted scheduling
  • A volunteer mobile app
  • Automated volunteer appreciation emails
  • Milestone badges, shoutouts, and leaderboards for recognizing volunteer impact
  • Built-in background checks

You can even use Bloomerang Volunteer to identify which volunteers would likely become donors to your cause. Personalize your outreach to these supporters and cultivate deeper relationships with our unified giving platform.

Volunteer communications are most impactful when they’re personal and specific. Bloomerang Volunteer helps nonprofits track volunteer data to develop genuine relationships. Schedule a demo.

Wrapping up

Now that you’ve learned what volunteer surveys are and their benefits, examples of volunteer survey questions, and best practices and tips to help you thrive, it’s time to start brainstorming! Your hardworking volunteers donate many hours to support your cause, and their experience directly impacts the performance of your organization, which is why it’s crucial to collect their feedback.

If you’re interested in more information about how to optimize your volunteer management process, check out these additional resources:

FAQs about Volunteer Surveys

When should I send a volunteer satisfaction survey?

To maximize relevance and participation, send volunteer satisfaction surveys within 24 to 48 hours after a volunteer opportunity. This timing captures fresh feedback while the experience is still recent. For engagement surveys, consider sending them at regular intervals, such as every six months, to gather broader insights.

How can I increase volunteer participation in surveys?

Keep surveys short—ideally under 10 questions—to avoid survey fatigue. Send surveys to the right audience, test your survey beforehand for clarity, and send reminders to encourage completion. Offering incentives, like prize drawings, and thanking volunteers for their input also boost participation.

How do I analyze and act on volunteer survey results?

Use volunteer management software or data tracking tools to organize and analyze survey responses by demographics or volunteer roles. Look for trends and areas needing improvement. Importantly, communicate any changes made based on the feedback to volunteers, which builds trust and encourages ongoing engagement.

Can volunteer surveys be anonymous?

Yes, offering anonymous surveys can encourage honest feedback by removing concerns about identification or repercussions. Anonymous feedback is especially useful for gathering candid insights on sensitive topics or organizational culture.

What tools can I use to create and distribute volunteer surveys?

You can use online platforms such as Google Forms, SurveyMonkey, or specialized volunteer management software to create and distribute surveys efficiently. For in-person events, paper surveys remain a viable option. Choose the method that best fits your volunteer base and organizational needs.

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Donor appreciation: creating a strategy & 22+ ideas https://bloomerang.com/blog/donor-appreciation/ https://bloomerang.com/blog/donor-appreciation/#comments Tue, 16 Sep 2025 09:00:00 +0000 https://bloomerang2dev.wpengine.com/?p=54036 Your donors are the ones who make your organization’s mission possible. They fund your programs and ensure you’re able to continue the amazing work that you do on a daily basis. With all they do for your organization, are you thanking them thoroughly enough? Nonprofits that don’t adequately show appreciation for the hard work and […]

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Your donors are the ones who make your organization’s mission possible. They fund your programs and ensure you’re able to continue the amazing work that you do on a daily basis. With all they do for your organization, are you thanking them thoroughly enough?

Nonprofits that don’t adequately show appreciation for the hard work and dedication of their supporters will receive less funding in the long run because they’ll struggle to retain those supporters over time. 

Here at Bloomerang, we specialize in donor retention. Our team has studied the effectiveness of retaining donors rather than acquiring new ones, and that research guides our entire approach. Retention is the key to maximizing your fundraising strategy, and appreciation is at the root of that strategy. In this guide, we’ll dive into how your organization can create an appreciation strategy. Then, we’ll provide a list of ideas to help you say “thank you” to your generous supporters.

  1. Why Does Donor Appreciation Matter?
  2. The Foundations of Your Strategy
  3. Donor Appreciation Ideas
    • Ideas for New Donors
    • Ideas for Recurring Donors
    • Ideas for Major Donors
    • Event Appreciation Ideas
    • Appreciation Gift Ideas

We’ll start with the fundamentals: the importance of donor appreciation and how it can inform your fundraising strategy. Let’s dive in!

Why Does Donor Appreciation Matter?

Saying “thank you” to individuals who do you the massive favor of contributing to your organization isn’t just polite; it’s also a necessity to acquire their long-term support and contributions.

Put yourself in the shoes of a supporter. You have found an organization with a mission that is near and dear to your heart. To help fund one of their main programs, you decide to give a donation of $100. It’s not a massive gift, but it’s still a substantial contribution to the cause! A week goes by and you don’t hear anything back from the organization. Then, two weeks go by—still nothing. At first you’re disappointed, but then you simply start to forget about the whole incident. The point is, you never give again.

This situation should never happen for your supporters. Dr. Adrian Sargeant conducted a survey about why donors stop giving. He found that 5% of one-time donors thought the charity didn’t need them, 9% had no memory of supporting, 13% never got thanked for donating, and 8% never had any information about how their gifts were used. Although some reasons are certainly out of your control, the ones listed above are within it. Here’s the complete breakdown:

The reasons supporters stop giving show the need for effective donor appreciation strategies— to prevent as many of these lapses as possible.

  • 5% thought the charity did not need them
  • 8% got no information about how monies were used
  • 9% had no memory of supporting
  • 13% never got thanked for donating
  • 16% passed away
  • 18% thought the charity had poor service or communication
  • 36% thought others were more deserving
  • 54% could no longer afford to give

Most of these issues can be completely avoided if your organization is able to communicate effectively and show proper appreciation. 

Then, when supporters do stick around for your organization, you’ll make more money in the long run. It’s around ten times more expensive to acquire new supporters than it is to retain existing ones. Plus, over time, retained supporters tend to end up making larger contributions to your mission, resulting in additional revenue. You can see an example of this and the resulting revenue that accompanies a simple 10% increase in donor retention:

Infographic showing how a donor retention strategy impacts nonprofit fundraising

The main idea is that retention (and therefore more effective fundraising) is rooted in communication, appreciation, and gratitude, making a simple “thank you” message worth its weight in gold.

The Foundations of Your Donor Appreciation Strategy

The backbone of any successful donor appreciation strategy is data. Having access to the right data will not only help you to choose the right donor appreciation ideas for your audience but also help you to craft more meaningful and resonant appreciation messages for your supporters.

Therefore, as you begin crafting your appreciation strategy, analyze the profiles in your donor database to be sure you’re reaching supporters where they are and creating messages that resonate with them.

Analyze your audience

Using a dedicated donor database (especially one that’s designed with retention in mind), you can gather all of the information you need about your supporters to craft an appreciation message that will resonate well with them. Consider the segments of your audience and the levels of appreciation that should be attributed to each segment. For instance, you might not add your first-time donors to a donor recognition board, but that could be a great option for your major supporters.

When you start putting together your donor appreciation strategy, create slightly different plans for each of your various audience segments.

Choose your appreciation ideas

After you’ve considered your audience, start thinking of the different appreciation ideas that will best reach each donor segment. For instance, you might consider the following segments:

  • When you segment by gift amount, you can choose different appreciation ideas for major and mid-tier donors and others for your lower-tier supporters. Remember that the larger the donation, the fewer supporters you’ll have to thank, which allows you to create more extravagant gestures, like phone calls or donor wall mentions.
  • If you segment by recency, implement different appreciation ideas for your first-time donors and long-term supporters. Your first-time donor strategy will aim to achieve your second or golden donation, and you’ll likely act quickly, whereas you may spread out your appreciation for long-term supporters over time.
  • When you segment your supporters by age, you can make some assumptions about the types of appreciation that your donors will enjoy. For instance, younger donors may appreciate a personalized thank-you video acknowledgement, while older donors may be more responsive to a handwritten letter.

We could go on and on with various segments, but the ultimate goal is to customize your appreciation approach based on your donors’ preferences and history.

Say Thank You

Remember that the whole purpose here is to say “thank you” to your supporters. Even if you send them a gift or feature their name on an appreciation board, you should accompany the gesture with a note that informs the donor of the gesture and actually say “thanks!”

The note should be personal, noting the supporter by name. You should also be sure to say exactly what the supporter did to earn your appreciation. For example, you might say something like:

Dear Jessie, thank you so much for your donation of $100 to the Save the Dolphins campaign. Your contribution will provide a fish dinner for 10 injured dolphins tonight! 

This note is personal, shows appreciation, and notes the exact donation amount and campaign the donor supported. The next element that you should be sure to include in this note is the impact of the contribution.

Show Impact

You can see in the example above that the nonprofit wrote what the $100 would accomplish for the mission. This is a key element of your donor appreciation strategy because donors want to know where their money is going. Remember the stat from before? 8% of supporters who stop giving do so because they don’t know where their money is going.

Showing impact allows supporters to understand that their money isn’t just a paycheck for your organization—it’s accomplishing something that will help further your mission. After all, your donors give to your mission, not necessarily to your organization.

Donor Appreciation Ideas

While these are by no means the only ideas available, they do present a summary of the potential options for your organization. You can use these as a starting point to begin building out your donor appreciation strategy as a whole.

For your convenience, we’ve split up the 22 appreciation ideas into categories so that you can jump to the ones most relevant to your needs:

  1. Ideas for New Donors
  2. Ideas for Recurring Donors
  3. Ideas for Major Donors
  4. Event Appreciation Ideas
  5. Appreciation Gift Ideas

Let’s learn more!

1. Donor Appreciation for New Supporters

You work hard to acquire new supporters. It’s a shame to think that after all of the work and funds that you spent on the acquisition process, those supporters could simply give once and never again. If you’re able to retain them for the long run, their lifetime value with your organization will rise significantly.

The rate of supporters who donate for a second time after they’ve given once to a nonprofit is only around 20% according to the Fundraising Effectiveness Project. But once they’ve contributed this second donation (or the golden donation), the chance that they’ll continue donating to your organization rises to about 60%.

Therefore, your initial sign of appreciation for your new donors is incredibly important to retain their support for the long haul. We recommend creating a cultivation timeline for your first-time donors to show your appreciation, encourage them to get more involved, and eventually make your second appeal. You can see a sample of this type of timeline below:

Infographic showing new donor cultivation timeline

As you can see, this timeline doesn’t simply provide a single opportunity to say thank you, but has several opportunities to do so. Therefore, you can incorporate multiple donor appreciation ideas in your own iteration of a new donor cultivation timeline.

Let’s dive deeper into four of the ideas that you’ll find on these timelines, each providing an additional opportunity to show donor appreciation.

Immediate Donation Receipt

Most of the time, donors will give their first donation using some sort of online platform. This is one of the virtual fundraising trends that will not disappear anytime soon, but will likely become stronger over time.

Set up your fundraising software so that a donation receipt is sent immediately after the contribution is received, whether it’s for a campaign hosted on a crowdfunding, peer-to-peer, or donation page. Craft this message to say an immediate “thank you” to the donor, also using their name and specific donation amount for personalization. It will also act as a confirmation that the donation was, in fact, received by your organization.

Follow Up Phone Call

Within 48 hours of a donor contributing to your organization, give them a quick call! This may seem like an outdated strategy, but it’s incredibly personal and allows you to make a personal and memorable connection through appreciation.

Create a script that your development team can follow during these follow-up conversations with your new supporters. Customize these scripts based on the segments of supporters who are being called. Then, make sure everyone is up to date on the latest donations so that they can make these phone calls in a timely manner.

Survey 

Surveys are a great way to both get your new supporters involved and to show your appreciation for them. It shows that their opinions matter and are an important part of your organization’s plans going forward.

Send a survey after you’ve called and had a couple of other interactions with each of your supporters. Then, be sure to ask informative questions that will also help you optimize the new donor experience for the future.

Additional Information About Your Mission

Donors don’t give to organizations—they give to missions. Showing your supporters the extent of your mission and the work that you do in the community is a great way to show them how their contributions make a difference.

Provide additional information about your organization through welcome packets, newsletters, and other resources. Be sure to discuss your various projects in the community to show the impact of the donations that your supporters make.

2. Donor Appreciation for Recurring Donors

Recurring donors give at a consistent rate, usually on a monthly basis. These supporters don’t necessarily need to be stewarded towards additional gifts on a regular basis. Every now and then, you may want to approach them. However, on the whole, you should steward them to keep them interested in your organization and your mission.

The key thing to keep in mind here is to not fall into the “set it and forget it” trap with your recurring donors. They should never forget about your mission. If they do, when it’s time for them to rework their personal finances, you might lose your valuable recurring donor!

A good recurring donation program provides consistent funding for organizations and increases the retention rate. You don’t want to lose these supporters!

Instead, show appreciation for your recurring donors by not asking for money. Instead, find other ways to involve these supporters and to show your appreciation for them.

Event Invitations

Host events that simply provide a “thank you” to your supporters rather than asking them to contribute to your organization. These events may be a luncheon, happy hour, or another opportunity to have a good time.

In addition, events are a great way to mingle with your supporters and create lasting relationships and connections with them. The invite shows that you care and the opportunity to network with them builds up relationships. You can read more about appreciation events later in this article.

Volunteer Opportunities

Volunteering may not immediately sound like an appreciation idea, but hear us out! When you start a volunteer program, you give your supporters a chance for an up-close view of what your mission is accomplishing. While you can tell your recurring donors about their impact that they have on your mission, they’re more likely to develop a personal connection with your organization if they can see that impact as well.

Be sure to incorporate appreciation into the calls-to-action as you’re working with recurring donors to encourage them to volunteer. You might offer to meet after the volunteer experience for a happy hour or work appreciation into your recruitment messaging. For example, you might say, “Hugo, thank you so much for your gifts to Hope Rains, the campaign providing clean water to communities in need. If you want to meet those who have benefitted from your contributions, consider volunteering at this week’s water purifier assembly!

Bonus! Your supporters who volunteer also may have the opportunity to increase their monetary contributions to your organization as well if they qualify for volunteer grants through their employer’s corporate responsibility program.

Program Updates and Communication

Just as your new donors want additional information about your mission as a whole, your recurring donors will want to know about the progress that your organization is making in the community. Be sure to communicate this progress clearly and consistently to your recurring donors.

Send email newsletters with updates about specific projects and post social media posts regarding the various activities your organization is involved with. Then, of course, be sure to say “thank you” to everyone who makes this progress possible. Be sure to keep in consistent contact with your recurring donors, always showing them their impact on the mission at hand. This lets them know where their money is going and allows you to give a specific “thank you” for their impact.

Thank You Letters

Do you have a leap of excitement when you check the mail and notice that there’s a letter in there for you that’s not a credit card or utility bill? We do too and so do your donors! Studies show that people also absorb and retain information better when they read it on paper than on a screen. This means that donor appreciation letters can make a splash for your supporters.

Write personalized letters that will capture your supporters’ attention. This shouldn’t replace an initial confirmation email or a digital thank you, but it does help solidify your strategy and provides another medium on which you’re showing your appreciation. To make sure these letters are personalized, leverage your donor segments and craft messages that each will find engaging. Then, ask your executive director or development officer to personally sign the letter.

Appreciation Gifts

If you’ve ever run a 5K for charity, you know that the most exciting part of the activity is receiving your free t-shirt at the end of the race. That t-shirt may even become your favorite one that you’ll wear until it has holes along the seams. You may not remember the exact amount that you paid for the race or your finishing time, but whenever you wear the shirt, you’re reminded of the organization and the mission you supported.

This is the reason appreciation gifts are so important and effective. While t-shirts are a classic option, they’re certainly not the only one. Branded merchandise and gifts of all shapes and sizes make for a great way to show your appreciation for your recurring supporters’ contributions. Plus, they’ll think of your mission each and every time they see the gift.

3. Donor Appreciation for Major Donors

Major donors make up the backbone of successful fundraising strategies. According to this article, $410 billion was given in philanthropy in 2017 and 49% of the funds donated were by the top 1% of donors. If that’s not enough, DonorSearch found that 88% of nonprofit funding usually comes from the top 12% of donors.

Because of this grand impact that your major donors have on your strategy, it makes sense that you should put a little bit more emphasis, time, and effort into appreciating them. The only thing better than a major gift now is another promised major gift in the future. Saying thank you is the first step to stewarding these supporters and cultivating additional contributions for the future.

Send Personalized Video Acknowledgements

According to GITNUX research, nonprofits that personalize communications see a 10-15% higher donor retention rate. Plus, statistics from NPSource show that about 57% of people who watch nonprofit videos go on to make a donation.

The takeaway here is crystal clear: personalized appreciation videos are a powerful tool for engaging donors more deeply in your mission and ensuring their long-term support.

Bloomerang makes creating personalized donor videos easy, with a simple three-step process:

Information about how Bloomerang’s Video Acknowledgements feature works (explained below)

  1. Your fundraising team sees a special donation come in through the Bloomerang mobile app.
  2. A fundraising team member or volunteer records a personalized video message to thank the supporter for their unique contribution.
  3. The donor receives the video acknowledgement via email.

Your videos don’t have to be too long—a quick, 30-second to one-minute video that includes a genuine gratitude message from the sender is more than enough to make donors feel seen.

Send gratitude videos promptly (within 48 hours of the donor’s gift) to show supporters that your organization truly values them.

Publicly Highlight Major Supporters

While you’re bound to have some supporters who want to give anonymously, the majority of people appreciate being recognized for their contributions. Public recognition is a great way to give a shout-out to your most impactful supporters, plus it gives others a level to strive for.

You might decide to highlight a “donor of the month” on social media platforms or shout out to them at organization events so that you can give proper recognition to each of your major supporters who want this kind of attention. Be sure to check with them first before highlighting their story for the world to see. You could also highlight major donors in regular documents like your annual report. This allows you to tie the contributions made by these supporters directly to your success from the year.

Personalized Appreciation Letters

We mentioned that appreciation letters can be used for your recurring donors, but it’s also a great strategy to reach your major donors! While you may use segmentation strategies for your recurring or lower-level supporters to show appreciation, you should write completely individual letters for each of your major supporters.

You might decide to start with a thank you letter template to be sure you hit all of the important elements of this letter, but you should make sure the final version incorporates more personalized elements. For example, including information about your major donors’ motivations for giving is a great way to make a personalized connection with them.

Exclusive Event Opportunities

Again, events are a great way to get any of your supporters further involved with your organization and your mission. But major donors should have some preferential treatment given the level of their importance for your organization. Exclusive events allow your major donors to mingle with one another and with your team.

These events can be in conjunction with fundraising events (like galas), but it’s always good to have a healthy mix of both fundraising and stewardship events throughout the year. Therefore, make sure to include events in your regular schedule that will be exclusively available to your major supporters.

Gather Feedback and Insights 

Many of your major donors and stakeholders want some additional insight into your programming than you would typically give for your supporters. They also may want to give your organization additional feedback about your activities given the fact that they’re funding such a great portion of them.

Schedule meetings with your major donors and stakeholders to give them the opportunity to share their opinions about your organization’s current programming and activities. This gives you the opportunity to address any of their concerns, and it gives them the opportunity to also share their concerns and present new ideas for your team.

Donor Recognition Wall

Donor recognition walls are a classic idea to commemorate your major donors. Featuring their names on a physical or virtual wall allows you to share their involvement with the community, providing public recognition for their contributions.

Create an in-person donor recognition wall at your organization in a well-traveled location. This enables your supporters to see their own names on the wall as they pass by. Plus, other prospects and donors might see the names of major donors and feel incentivized to give in order to be recognized alongside them.

4. Donor appreciation event ideas

Earlier in the article, we’ve discussed the benefits of hosting donor appreciation events. The majority of events your supporters are invited to attend are likely fundraising-focused, meaning the hosting organization has an underlying motive to attain funds from the attendees. It often becomes an expectation for donors to give an additional donation during the event itself.

However, when you take a non-fundraising approach and don’t ask for money, you can focus solely on creating connections with your supporters and building on relationships. Essentially, events where you don’t ask for funds ensure the focus of the event is entirely on your supporters themselves, not their wallets.

At the core, these events are designed to build trust, respond to donors’ questions, and help demonstrate the alignment between your donors’ interests and your organization’s mission.

 

There are some inherent risks to these events. You might receive some backlash about hosting events that have no immediate return on investment. You also can’t host too many of these events; usually just one big one will do the trick! These events will give you some ideas for how you can raise more by not asking for donations at your next event.

Donor luncheon or dinners

Who doesn’t love free food? Donor luncheons and dinners provide the perfect space and opportunity to enjoy a good meal while networking with supporters, encouraging them to mingle with one another, and say thank you for all of their contributions.

You might put together a short presentation or have a speaker chosen to give a group-wide “thank you” for the contributions made to your organization over the year. Depending on your donor management software, this can be a breeze to set up or take some time. Be sure to also include updates about the nonprofit’s progress and impact of gifts to take this presentation further.

Virtual facility tour

Essentially, a lot of the ideas that you could use for your virtual (or in-person) fundraising ideas can be taken to the stewardship sphere if you host them for free. A facility tour is a perfect example! Many of your donors, especially those who started donating during the age of social distancing, may not have seen your office space and work sites before. Showing them where the magic happens is a great way to say “thank you.”

For instance, if you’ve just finished a capital campaign that would help expand your office space, you might record a virtual facility tour that supporters can see so that they know what the campaign accomplished.

Happy hour

Happy hours are a great virtual or in-person way to relax and get to know your supporters. For less formal organizations, you might ask your supporters to meet you at a local restaurant or bar for a happy hour. Or, if you’re a part of a larger or more formal organization, you could even rent out a nice spot for a happy hour to take place.

Make sure you provide conversation starters or topics that your supporters can use to mingle with one another. You should also make sure your major gift officer has the opportunity to talk to prospects during this time and get to know them on a personal level. Similar to the luncheon or dinner idea, you might decide to host a short speech during which you can give a blanket “thank you” to all supporters who contributed.

Holiday celebrations

The holidays are an ideal time to show your appreciation for your supporters. Many holidays have gratitude and appreciation at their core, making it a great time to bring everyone together, celebrate, and show your appreciation for donors. Plus, this provides a memorable experience that you can use as a launching pad for an annual celebration.

The classic idea is to host a winter holiday celebration where you can celebrate the end of the year with your supporters. The only problem with this is that focusing on stewardship could collide with or overshadow your end-of-year fundraising season, potentially causing you to miss out on year-end donations. Instead, you might choose a different holiday season like a Spring fling, Independence Day, or Valentine’s Day to center your event around.

5. Donor appreciation gifts ideas

Who doesn’t love receiving a present? Donor appreciation gifts provide a platform to say thank you to donors at all levels. You might even decide to provide different types of merchandise or gifts for each level of supporter at your organization.

 

Sending gifts makes supporters feel appreciated. Plus, you can receive additional benefits from this type of appreciation strategy. When merchandise is branded to your organization, your supporters will think of your mission every time they see the merch or use items from a goodie bag. Educational materials can provide additional information about your mission, making it a great way to connect with donors while also informing them further about your organization.

Branded merchandise

Branded merchandise provides two different benefits for your organization. First, it provides a tangible item to show your appreciation for everything your supporters do for you. Second, it serves as a reminder of your organization and your mission over the months or even years.

The classic merchandise items include things like t-shirts and mugs, but you can also get incredibly creative with this idea and design anything related to your organization or your mission as a whole. For example, if you work to provide technology to schools, you might brand a power bank with your organization’s logo and with your dedicated color scheme.

Books or educational materials

Educational materials are a meaningful way to give supporters an inside look at your organization’s activities and the reason for your mission. Plus, they make a great donor appreciation gift!

Let’s say there was a particular book that influenced your leadership to launch your organization; try giving that book out to your supporters! You might even try to host an event with the book’s author if you really want to go the extra mile.

Baskets and goodie bags

When you put together branded merchandise, you’re likely going to have a number of different items to give away or sell. You may even have a number of different designs for your various campaigns. For supporters who go above and beyond, you can put together baskets and goodie bags of these items for them to enjoy.

You might even host little giveaways that all of your supporters are automatically entered into with a number of themed baskets or giveaways. This will not only show your appreciation but also provide additional incentives to give!

Coupons and discounts

You likely host a number of activities, events, and maybe even conferences that your supporters are invited to attend. And chances are that many of these opportunities aren’t free. As a sign of appreciation for those who donate to specific campaigns or above certain amounts, try offering coupons or discounts.

Again, this is an incentives program that provides a token of appreciation for supporters who contribute. For example, you might provide a discount to your annual holiday party registration for everyone who donates to your year-end campaign.

Wrapping up donor appreciation

Donor appreciation is the launching pad for stewardship and retention. It’s the first step to building lasting relationships with your supporters. Therefore, be sure to put together a concrete strategy of your own to say “thank you” to each of your donors.

You can use the various ideas and appreciation approaches throughout this guide to help design your strategy and ensure it’s up to scratch.

If you’re looking for additional advice for building relationships with supporters, consider perusing the various resources below:

Effective donor stewardship requires accurate donor data. Bloomerang can help you thank your donors by providing tools that help you organize your donor information. Book your demo.

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Donor database buyer’s guide: tips for nonprofit success https://bloomerang.com/blog/donor-database/ https://bloomerang.com/blog/donor-database/#comments Fri, 16 May 2025 09:00:00 +0000 https://bloomerang2dev.wpengine.com/?p=42007 A donor database is much more than a glorified phonebook for nonprofits. The right donor management tools are an incredible asset for optimizing fundraising, expanding donor stewardship, and forming long-lasting relationships. In the 2024 State of the Nonprofit Sector Report, 74% of organizations reported job vacancies. At the same time, 71% of nonprofits saw increased […]

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A donor database is much more than a glorified phonebook for nonprofits. The right donor management tools are an incredible asset for optimizing fundraising, expanding donor stewardship, and forming long-lasting relationships.

In the 2024 State of the Nonprofit Sector Report, 74% of organizations reported job vacancies. At the same time, 71% of nonprofits saw increased demand for their programs and services. Donor database software helps improve your team’s capacity by automating processes and saving time, allowing you to keep your focus on mission-critical projects and initiatives. 

In this guide, we’ll explore everything you need to know about donor databases so you can choose the right solution for your nonprofit. Here’s what we’ll cover:

Carefully read through each step before making this significant investment decision for your nonprofit. Let’s get started.

Bloomerang’s donor database makes it easy to build loyalty with supporters. Explore our donor database solution.

Donor database: FAQs

What is a donor database?

A donor database is software that nonprofit professionals use to gain insights into their supporters’ engagement histories, track key fundraising metrics, and measure success. 

Along with storing donors’ contact and demographic information, this technology helps build relationships with supporters by saving previous engagement data, such as past donations or attended events. This functionality allows nonprofits to build on past interactions and organically grow relationships.

What are the benefits of using a donor database?

Your nonprofit might already use a variety of tools to manage donor relationships. You may wonder, “What’s the advantage of investing in another software solution on top of our existing solutions?” A donor database offers the following benefits:

The benefits of using a donor database (explained in the bulleted list below). 

  • Data centralization. Think about the multitude of interactions you have with your donors. From emails to events to personal phone calls, your donors can engage with your organization in multiple ways to familiarize themselves with your mission. Donor database software provides a central location where nonprofit staff members can find information regarding these interactions, from event attendance to phone conversation topics.
  • The ability to personalize donor outreach. Using the information stored in your donor database, you can customize donor outreach materials with donors’ names, past interactions, and interests. For example, suppose you know that a supporter has previously attended many of your nonprofit’s events. In that case, you might send a personalized invitation to your next event. They’ll feel seen and acknowledged because you understand how much that particular supporter enjoys events.
  • Reporting capabilities. Your donor database stores and generates reports on essential donor trends and patterns. This allows your nonprofit’s staff to examine which strategies are most effective and which aspects of your fundraising or marketing efforts need improvement. You can use this information to boost your fundraising and marketing return on investment (ROI) by focusing your efforts on the most engaged supporters and reaching out to them with targeted messages.

A donor database takes your nonprofit’s fundraising to the next level, ensuring you can sustainably manage and grow supporter relationships over time.

What features should you look for when researching donor databases?

Now that you know the advantages of a donor database, it’s time to choose the right solution for your nonprofit. There are three primary considerations when searching for a new donor database: basic, next-level, and tailored features unique to your organization.

Basic donor database features

Any effective donor database will contain a few essential features for helping your organization stay on target. To effectively keep donor data organized, manage reports, and enable data segmentation, you should look for a donor database with the following necessary features:

  • Robust supporter profiles. Use robust profiles to manage information about your supporters, including their donation histories, volunteer hours, sponsorships, grants, and more. Leverage information in these profiles to build stronger supporter relationships and encourage continued engagement.
  • Segmentation. According to research from Epsilon, 80% of consumers are more likely to make a purchase when brands offer personalized experiences. Segmenting supporters based on information in each donor profile helps provide a more customized experience. For example, an animal shelter might have a segment of supporters who prefer dogs and another for those who like cats. They might use different marketing messages and imagery to appeal to each group. Bloomerang’s segmentation eBook can provide insight into innovative ways to segment your database if you’re just starting.
  • Scalability. Your solution should have options to scale up or down depending on your nonprofit’s needs. This ensures you can continue using the same donor database as your nonprofit grows. You can easily request these upgrades to gain access to the additional records or functionality your nonprofit needs.

These are standard features that your organization will find in any quality donor database. If a donor database doesn’t have these features, steer clear. Chances are, you’ll grow out of the solution very quickly.

Next-level donor database features

In addition to these necessary features, your nonprofit should also keep an eye out for the unique features of each platform that help maintain long-lasting donor relationships. Here are a few additional features that will support your nonprofit’s goals:

  • Giving potential. When it comes to requesting a donation, your donor database should keep track of potential major gift opportunities. When your donor database harnesses the data from a trusted prospect research provider, you can effectively illustrate a prospective donor’s giving capacity and propensity to donate to causes like yours. For example, Bloomerang offers a generosity score feature that uses publicly available wealth data to identify potential major donors and donors who are likely to increase their giving amounts.
  • Engagement meter. An engagement meter provides a quick, at-a-glance view of each supporter’s engagement level. This shows how often they interact with your organization, allowing you to re-engage supporters at risk of lapsing. On the other hand, you can reach highly engaged supporters for additional or higher contributions.
  • Email marketing. Designing emails directly in your donor database makes it easy to use the segments you’ve created to their fullest extent. Draft and design your email based on targeted group interests, then send it directly to the desired list of constituents.
  • Goal progression. Look for a solution that offers the flexibility to set success metrics that are meaningful to your community and its goals. Be sure you can track your fiscal YTD progress, which is your nonprofit’s progress toward exceeding last year’s fundraising and engagement goals.

Platforms like Bloomerang offer these built-in special features, so you can easily leverage them to identify new fundraising opportunities and reach supporters with personalized messages. Bloomerang even allows you to track volunteer and member engagement using the same system, consolidating all need-to-know supporter information in one place.

Tailored donor database features

Because every nonprofit is different, there may be some tools that you’d benefit from, while other organizations won’t see the same positive results.

To determine the unique list of features that will benefit your specific organization, follow these steps:

  1. Take inventory of your current software. Are you currently taking full advantage of your existing investments? What features of your current software solutions do you like the most?
  2. Identify the functionality that is missing from your current software strategy. What are your pain points or gaps?
  3. Decide what features will fill the holes in your current strategy. Write them down and ask about them during demos.

Identifying your nonprofit’s most essential features will help keep you organized and focused as you develop lists of potential solutions and narrow them down.

How to find the right donor database

There are many nonprofit donor databases out there, all claiming to be the best. How can you decide which is best for your organization? Research.

You’ll need to conduct a lot of research about your organization’s needs and the various systems available to decide which one is the right choice. Here are the research steps we suggest:

The steps you should follow to choose a donor database (explained in the list below). 

  1. Divide potential features you’d like to see in your new donor database into “needs” and “wants” lists. Your needs should be the must-haves in a donor database. As you conduct research, if a potential solution doesn’t have some of the “needs” on your list, you can immediately eliminate it from the prospective solutions.
  2. Start compiling a list of top options. You don’t need to be too specific about the solutions you list. It’s simply a starting point for your research. Search the web and check referral pages to get a sense of the tools on the market.
  3. Eliminate any donor database that doesn’t have everything on your “needs” list of features. Parse through your major list of databases to develop a shorter list of potential solutions that include all of the features you need. Now, you’ll have many solutions that could work for your organization.
  4. Compare these solutions with your nonprofit’s budget. Remove any solutions that are drastically over your budget. A solution you can’t afford (or won’t be able to afford in the future) will only decrease your overall ROI. We’ll dive into the budgeting process more deeply in the next section.
  5. Compare software features for the remaining solutions with your organization’s “wants” list. Identify the solutions that meet your “needs” and most of your “wants.” After eliminating those without many of your “wants,” you’ll have a concise list of possible solutions.
  6. Schedule demos for your shortlist options. Before joining these demos, create a list of questions to ask the team of software experts. Be sure to ask these questions in every demo and reach out after the demo if more questions arise.
  7. Choose your solution! After you’ve had demos of each software (potentially more than one for your favorites), you should be ready to pick the software that is best for your nonprofit.

Choosing a donor database does take a lot of time and research. However, that time is well worth spending up front because the right solution will serve your nonprofit effectively for years.

Don’t start your software search unprepared! Download Bloomerang’s free donor management software buyer’s guide.

Top donor database solutions to consider

To help kick-start your donor database research, we’ve compiled a list of seven top solutions to consider:

1. Bloomerang CRM

Overview: Bloomerang CRM offers all of the features nonprofits need in their day-to-day activities and additional special features to level up their fundraising. The software solution’s design is rooted in the technical expertise of world-renowned fundraising consultants and practitioners.

Top features: Bloomerang was explicitly developed to improve donor retention and relationship-building strategies for nonprofits.

Bloomerang’s unique features include:

  • Comprehensive donor profiles designed to track all supporter interactions. You can track engagement using a timeline to get a visual representation of your supporters’ involvement. Measure email open and click-through rates, volunteer hours, donations, and more. Then, Bloomerang will develop an engagement score for each supporter to help you identify your most engaged donors to cultivate strong relationships.
  • A wealth screening tool. In partnership with DonorSearch, Bloomerang offers a comprehensive wealth screening tool to identify prospective major donors and sort donors into groups based on giving capacity. This allows you to make the most of the giving opportunities present in your current supporter base.
  • A communications audit tool. This tool counts the number of times you use the word “you” versus first-person “I” or “we” language. You want to use “you” at least twice as frequently for effective communication. You can also measure the reading level of these messages to make sure your content is accessible to your target audience.
  • Training and support through Bloomerang Learning. This resource offers additional training, tips, and tricks whenever you need them. Training videos will help you take advantage of the advanced features provided as part of Bloomerang’s donor database. This tool is in addition to free email and chat support from the Bloomerang team.

Bloomerang’s expert knowledge of and passion for the nonprofit space mean their donor database software is superior to the average solution.

Plus, Bloomerang’s donor database integrates seamlessly with its fundraising platform. That means users who leverage both the donor database and online fundraising tools can easily capture all donor data from their digital donation page, automatically add it to new or existing donor profiles, and use the data to further personalize their supporter outreach.

Pricing: Bloomerang starts at $125 monthly and scales incrementally based on needs.

The top 20% of nonprofits using Bloomerang CRM see an average first-time donor retention rate of 47% compared to the industry average of 18.5%. Schedule a demo here.

2. Salesforce

This image represents the benefits of using the Salesforce nonprofit donor database. 

Overview: Salesforce is a popular CRM option for nonprofit and for-profit organizations alike. You can build out this extremely customizable solution with various apps and integrations to provide the additional functionality your organization needs in a complete Salesforce ecosystem.

While this solution is often well-suited for large organizations, smaller nonprofits might consider starting with different software for their first donor database. Salesforce can be expensive to customize, usually requiring a consultant or tech expert to help create the perfect solution. Once you build it, it offers everything a nonprofit needs for success, but configuring it requires a higher up-front cost that smaller organizations find difficult to afford.

Top features: This nonprofit software is notable for its generative and predictive AI, robust impact measurement, and large support community.

Pricing: Pricing for the Nonprofit Cloud package is $60 per user per month.

3. Charity Engine

This image shows the features of CharityEngine’s donor database software.

Overview: CharityEngine is an “all-in-one solution” for donor management. Its mission is to provide all the tools nonprofits need for success so that organizations don’t have to worry about purchasing multiple software solutions for each activity.

Top features: In addition to a donor database, CharityEngine offers online donation pages, peer-to-peer fundraising, email marketing, a website builder, advocacy software, and more.

Pricing: CharityEngine offers multiple plans based on your nonprofit’s size and needs, but you’ll have to speak to their sales team to get a specific quote.

4. Neon CRM

This is the webpage for Neon CRM, a donor database solution.

Overview: Neon CRM is a cloud-based donor database that is part of the Neon suite of tools.

Top features: This solution enables nonprofits to manage donors, members, and fundraising campaigns. The solution’s fundraising tools make it simple to track relevant fundraising KPIs and make strategic adjustments as needed. Neon also has specialized tech consultants on hand to get your nonprofit set up with their solution.

Pricing: Neon’s pricing starts at $99 per month.

5. Little Green Light

This is an example of the types of data you can access with Little Green Light’s donor database software.

Overview: Little Green Light offers donor management software that allows users to manage donors, volunteers, and members from one platform.

Top features: Their donor database tools include constituent profiles, goal-tracking for activities like major gift asks and grant proposals, and customizable reports.

Pricing: Little Green Light offers a 30-day free trial for new users who want to test the platform and determine whether it’s right for them.

6. Blackbaud Raiser’s Edge NXT

This image shows the different actions users can take in the Blackbaud Raiser’s Edge NXT donor database.

Overview: Blackbaud Raiser’s Edge NXT is a donor management platform that prioritizes high ROI for its users.

Top features: Raiser’s Edge NXT offers AI-powered suggested donation amounts, end-to-end gift management, and prospective donor insights to unveil hidden fundraising potential within your donor group.

Pricing: Request a quote on the Blackbaud website.

7. DonorPerfect

This is a screenshot of DonorPerfect’s homepage.

Overview: DonorPerfect’s donor database helps nonprofit professionals save time, raise more, and connect with their supporters on a deeper level.

Top features: Their software is a fundraising hub for multiple campaign types, including annual appeals, crowdfunding, monthly giving, and more. The DonorPerfect platform is also customizable, so nonprofits can display the data and reports that are most relevant to their strategies.

Pricing: Request pricing on the DonorPerfect website.

How to budget for your donor database

Nonprofit budgeting is a necessary but sometimes complex step of the software buying process. Organizations often struggle to create a concrete budget because of the highly variable nature of donations, grants, and similar funding.

Let’s take a closer look at some budgeting considerations before you invest in your new platform.

Free donor database software

The challenges associated with budgeting can make it incredibly tempting to look into a “free” donor database. The temptation of free donor database solutions can be especially significant for nonprofits just getting started.

However, there are some pros and cons to consider before test-driving a solution that is advertised as free:

  • Pros: The significant advantage of a free donor database solution is that it provides a trial version for your organization to use the tools without the risk of losing money. You can start at the free level of a scalable solution to see how you like it. However, you probably won’t stay at this free level due to limited features and capabilities. Check out the next payment tier and work that into your budget, as you’ll likely need to scale up relatively quickly.
  • Cons: Donor database software that advertises itself as free frequently needs extensive customization, which can require outside help. Downgrading to Excel sheets or other “free” solutions may lack security, features, accessibility, and support.

When it comes to software, always think of free options as trials. You’ll still need to incorporate any costs associated with scaling up the solution into your final budget.

Steps to develop a donor database budget

The first thing your organization will need to do is determine its current financial situation. You can do this by analyzing its balance sheet. Ensure it’s financially stable before deciding to make a long-term investment like that for donor database software.

After determining your nonprofit’s current financial standing, you should find the actual cost of a new software solution. The true cost of the solution will include all of the following:

  • The monthly or annual fee for software access
  • Any implementation costs
  • Training costs for your staff members
  • Consultation costs
  • Installation costs for solutions hosted on-premise rather than cloud-based

Once you’ve determined your solution’s actual costs, you can work them into your nonprofit’s annual budget.

Tips to make the most of your donor database

After investing in a donor database system, you want to do everything possible to make the most of the system and achieve a high ROI. We’ve compiled a list of top tips to ensure you’re using your donor database software to the fullest extent possible:

Best practices to make the most of your donor database (explained in the text below). 

 

1. Leverage integrations.

Before investing in a new donor database, consider how that solution will fit into your existing software strategy. It’s helpful to search for software that offers multiple integrations.

Integrations enable seamless data flows between different platforms, allowing you to share donor information across multiple systems. For instance, integrating your donor database with a peer-to-peer fundraising platform allows your organization to streamline the creation of new donor profiles in your database as new supporters give to the campaign.

Your database solution should work seamlessly with a variety of other tools, including:

These integrations allow you to minimize manual data input as much as possible to save time for what matters: your mission.

2. Use built-in automation tools.

Automation can help your organization save time. According to the Nonprofit Tech for Good report, 79% of nonprofits use automation technology in online fundraising.

Automating processes using the data stored in your donor database will help make informed choices, reduce your manual workload, and increase your fundraising ROI. For example, you can automatically send thank-you messages to your supporters after they give or save donor data directly to the right profiles when supporters give to your organization.

Keep in mind that the key to automation is clean data. Practice effective data hygiene to keep your data organized, accurate, and complete. Follow these steps to implement proper data hygiene regulations:

  • Regularly scan your database to identify and fix issues like duplicate, outdated, or incomplete donor data.
  • Leverage surveys, data appends, and prospect research to add missing information to donor profiles.
  • Run your system through the NCOA to discover address changes and deceased individuals within your network (many top-of-the-line donor databases, like Bloomerang, will do this automatically).
  • Create standardized processes for inputting data like email addresses, phone numbers, and home addresses.

Taking these steps will improve the accuracy of your data, helping you increase your ROI by ensuring that you’re reaching real people with your messages.

3. Track overall progress.

Individual profiles are one of the most valuable tools in your donor database for maintaining personal connections and relationships with your supporters. However, to make the most out of your solution, you should also track your organization’s overall progress toward your predetermined goals.

There are two primary ways you can leverage your donor database to analyze organizational progress:

  • Customized reports. After discussing your goals and metrics, you can create custom report templates to measure progress and report to your team.
  • Your dashboard. Customize your donor database’s dashboard so that you can check in on progress every time you open up the system. For example, you might include your donor retention rate, current fundraising campaign revenue, and other metrics most relevant to your goals.

When you track your metrics and goal progression using your donor database, all your data will be stored in a single place, making it easy to find at any point as you work through your strategic plan.

Wrapping up

This guide is just the beginning of your nonprofit’s donor database research. Finding the right platform for your nonprofit takes time and careful collaboration with the team members who will use the solution daily. To learn more about donor database software and donor management in general, check out these additional resources:

Your donor database should put your mission first. Leverage a donor database solution built by fundraising professionals, for fundraising professionals. Schedule a Bloomerang demo.

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The 18+ Best Donor Management Software Options for 2026 https://bloomerang.com/blog/donor-management-software/ https://bloomerang.com/blog/donor-management-software/#comments Fri, 28 Mar 2025 16:40:06 +0000 https://bloomerang2dev.wpengine.com/?p=72577 In today’s fundraising environment, personalization is key. 52% of consumers agree that their satisfaction improves as digital experiences with brands become more personalized. Donors want to feel seen and understood as individuals with unique interests and motivations. Nonprofits use donor management software to organize donor data, ensure its accuracy, streamline fundraising, and reach out to […]

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In today’s fundraising environment, personalization is key. 52% of consumers agree that their satisfaction improves as digital experiences with brands become more personalized. Donors want to feel seen and understood as individuals with unique interests and motivations.

Nonprofits use donor management software to organize donor data, ensure its accuracy, streamline fundraising, and reach out to donors with personalized communications. This tool helps build more genuine relationships with supporters.

That makes finding the right donor management software solution for your organization crucial. In this guide, we’ll cover how your nonprofit can find the best solution to solve your most pressing needs.

Grow your fundraising with relationship-focused donor management software. Schedule a Bloomerang demo here.

What is donor management software?

Donor management software allows your nonprofit to collect, organize, and report on supporter data. By storing this data in one place, you can create a more effective fundraising and communication strategy and deepen donor relationships.

You may have heard this software referred to by a few different names, including donor management software, nonprofit CRM, donor database, donor software, and donor tracking software. Each refers to the same database used to manage supporter data.

Because of these systems’ benefits, the nonprofit CRM market was valued at $4.25 billion in 2024 and is projected to reach $7.35 billion by 2031.

Donor management software features

Effective donor management software offers features like:

Essential donor management software features (described below)

  • Donor profiles. Donor profiles show each supporter’s history with your organization. Each profile includes the donation history of each donor, their contact and demographic information, and every interaction they’ve had with your organization in the past (emails opened, calls-to-action taken, events attended, etc.).
  • Constituent timeline. The constituent timeline is a part of a donor’s overall profile, showing the interactions they’ve had with your organization over time. Examples of milestones in the timeline include emails opened and engaged with, gifts contributed, events attended, and other engagement opportunities. They’re listed chronologically so your organization can accurately record each supporter’s engagement history.
  • Data segmentation. Once you’ve collected relevant data in each donor profile, you can create segments in your donor management software, organizing supporters and grouping them by shared engagement histories or interests. For example, you might make a segment for first-time donors and another for monthly contributors.
  • Fundraising metrics. Your dashboard can provide insight into your most important fundraising metrics. For example, Bloomerang customers can track their donor retention rate on the main dashboard to see how well they engage and build relationships with current supporters.

Every organization is different, so consider your nonprofit’s unique needs and the features to help meet your goals.

How much does donor management software cost?

Donor management software pricing can vary widely, with some solutions charging a monthly or annual fee while others are free. Many solutions scale prices based on the number of records in your system.

When you demo different software options, ask about pricing and additional fees that could be hidden in the pricing plans. This will allow you to set aside the correct budget for your solution.

Don’t start your software search unprepared! Download our free buyer’s guide.

Benefits of donor management software

Most nonprofit fundraising strategies aim to build relationships with donors, encouraging larger donations and a better donor retention rate.

Because it’s so much less expensive to retain donors than to acquire new ones, nonprofits can save substantially more by building these relationships and incrementally increasing donor retention rates.

How does donor management software make this possible? These solutions allow nonprofits to:

  • Create more accurate and effective marketing materials. You can create emails targeted to specific donor segments and individuals by referencing the data saved in your database. For example, you can auto-populate donors’ names in your email greetings. Then, you can send specific messages to segments that will respond best to the messages. For example, you might send a welcome series to first-time donors, providing additional information about your mission.
  • Track fundraising campaign progress and grant application tasks. Track your fundraising progress throughout campaigns to ensure you’re on track to meet your goals. You can also track your organization’s tasks for grant applications, ensuring you take all the necessary actions to build relationships with grant funders and submit applications on time.
  • Identify major donors and personalize outreach. Your supporters with the highest giving capacity and engagement rates qualify as major donors. To cultivate these donors, you can use the data you’ve collected to personalize your interactions with them, organizing face-to-face conversations and meetings. You can also conduct targeted prospect research to know exactly how much to ask for from these valuable supporters.
  • Pull reports highlighting opportunities for improvement. You can pull different reports to understand what your organization is doing well and where there’s room for improvement. For instance, you might create a report to assess your average donation amount and brainstorm strategies to boost your overall donation revenue.
  • Reference donor data while on the go. Nonprofit professionals can use donor management software from anywhere, on any device. Studies have shown that 81% of CRM software users access their data across several platforms, including laptops, desktops, cellphones, and tablets. Nonprofit staff members can pull up and review donor details while preparing for an in-person meeting or store donor contact information in donor profiles when speaking with supporters at an event.

Description of nonprofit work before and after using donor management software. Before (disorganized data and missing fundraising opportunities), after (clean data and increased fundraising potential).

Donor management software also increases your organization’s efficiency because it integrates with other key fundraising software. For example, when your donation pages integrate with your donor management software, you can automatically update and create new profiles for those who give online. Or, when your marketing solution integrates with your donor database, you can apply your donor segments to your marketing initiatives, making it easier to reach out to specific groups of supporters.

In the next section, we will take a closer look at how donor management software integrations work.

Optimize your donor management software with integrations and fundraising software

The best way to maximize your donor management software is to look for a feature-rich solution that also integrates with the rest of your tech stack.

Your donor management system is the centerpiece of your nonprofit’s tech stack and strategy. Therefore, the more integrations you have with your other technology solutions, the more manual tasks you can reduce, creating more efficient processes.

Image showing how integrations enable data transfers between your donor management software and fundraising, marketing, and financial solutions

Look for integrations with solutions such as your:

  • Fundraising software. Nonprofit CRM statistics show that 46% of nonprofits utilize a CRM program distinct from their online fundraising software, while 54% use an all-in-one CRM and online fundraising platform. Either way, integrated fundraising software enables you to automatically save new donor information to existing donor profiles or create new profiles for first-time donors who give via your online donation platform. Your software should integrate with other solutions that offer event registration and event management features, peer-to-peer tools, text fundraising capabilities, and auction tools and help you automatically save and leverage donor information.
  • Marketing solutions. Integrations with your marketing software should allow you to automatically save new information to your donor management software and use the information in your database to make informed marketing decisions. For example, when a donor opens, reads, and responds to your latest email, you can automatically save that information in your donor management system. Plus, you should be able to leverage segments and data in donor profiles to create personalized emails and messages before sending them.
  • Financial software. Your nonprofit should be able to record all of your supporter data from different solutions, including your financial or accounting software. Be sure all of your systems are connected so that you always have an accurate view of your organization’s financial health.

Even if your donor management system doesn’t have a native integration with all of your other software systems, you might still be able to connect them. Software like Zapier allows you to make further connections between your various systems.

Top 18 donor management software solutions

The first step to finding the perfect donor management software for your organization is to review potential solutions. Below, we’ll discuss some top donor management software systems and compare them based on features and pricing.

Nonprofit CRM Favorite features Pricing
Bloomerang Constituent timelines, engagement meter, data segmentation, custom reports Starts at $125 monthly
DonorDock ActionBoard virtual assistant, simple activity tracking and task management, unlimited contacts Starts at $100 per month
Keela Smart donation asks, marketing automation, wealth screening Contact Keela for pricing information
CharityEngine Secure payment processing, comprehensive analytics and reporting, advanced marketing automation Talk to the CharityEngine sales team for pricing information
Microsoft Excel Expense tracking, pivot tables, charts and graphs $179.99 per PC or Mac
Little Green Light Customizable reports, goal tracking, gift tracking Starts at $486, billed annually
Blackbaud eTapestry Wealth ratings and persona segmentation, data health scorecards, mobile access Contact the eTapestry team for pricing information
Bonterra Network for Good/Bonterra EveryAction Time-saving automation, ability to manage duplicate records, built-in moves management Contact Bonterra for pricing information
DonorPerfect Unlimited custom reports, custom fundraising marketing templates, Donor Journey Builder Contact DonorPerfect for pricing
Blackbaud Raiser’s Edge NXT AI-driven suggested donation amounts, prospect insights, annual fund workflows Contact Blackbaud for pricing information
Virtuous Impact and project tracking, automated moves management, integrated volunteer data Get a quote on the Virtuous website
Neon One A user-centric productivity dashboard, 40+ pre-built reports and customizable options, workflow automation Starts at $99 per month
Donorbox Customizable donation forms, peer-to-peer fundraising, good for small organizations Free for Standard Plan then starts at $150 for Pro Plan
SignUpGenius (formerly Fundly) Good for crowdfunding, mobile-friendly platform, customizable email templates Free with 0% platform fee for organizers, has transaction fees
DonorSnap Customizable donation pages, donor follow-up tools Starts at $50 per month
Givebutter Support for interactive fundraising experiences Free
Zeffy Online donation forms and event ticketing tools, basic donor management Free for nonprofits
Give Lively Mobile-friendly text-to-donate and peer-to-peer fundraising tools Free for nonprofits

1. Bloomerang

Crm Hero Animated V1

Bloomerang overview

Bloomerang CRM is our top-recommended donor management software—and today, it’s more powerful than ever. Bloomerang is a unified giving platform built specifically for nonprofits, combining donor management, online fundraising, engagement tools, and reporting to help organizations build stronger relationships and raise more funds.

Bloomerang has acquired Kindful and Qgiv, bringing their donor CRM and online fundraising capabilities together into a single platform. That means nonprofits no longer need to piece together separate tools for donor management and giving—everything works seamlessly in one place, with one source of truth for supporter data.

At its core, Bloomerang is designed to help nonprofits retain more donors and grow generosity over time. You can track your donor retention rate directly from your dashboard, monitor trends, and use built-in insights to understand who’s most likely to give again and how to engage them more meaningfully.

This donor management software is best for…

Any nonprofits that want to increase donor retention. The top 20% of nonprofits using Bloomerang CRM see an average first-time donor retention rate of 47%, which is 28.5 points higher than the industry average of 18.5%! So, if donor retention rate is important to you, Bloomerang CRM is the best choice.

Favorite features

With Bloomerang, you can access donor management features like:

  • Constituent timelines to view each donor’s past interactions with your organization
  • Fundraising tools to collect online donations and automatically generate new donor profiles or add information to existing profiles
  • Engagement and generosity scores for each supporter that reveal their giving capacity and likelihood
  • Data segmentation capabilities to group donors based on shared characteristics and send tailored marketing messages to each group
  • Custom reports to dig into the metrics that matter most to your unique fundraising and marketing strategies

Pricing

Visit our pricing page to explore our additional helpful tools and get a demo.

2. DonorDock

DonorDock homepage

DonorDock overview

DonorDock’s simple donor management software is designed to make stewarding and communicating with donors easier. Setup is straightforward, and you don’t need an advanced technology background to use this platform.

This donor management software may work for you if…

You’re looking for a less complex donor management system. DonorDock was designed with simplicity and convenience in mind, making it an excellent option for organizations that feel overwhelmed by complex platforms like Salesforce.

But look out for…

Lack of dedicated support at lower pricing tiers. Priority assistance and a dedicated account manager are only available at the highest price points, which is something to be aware of if you’re looking for a responsive software partner.

Favorite features

  • ActionBoard virtual assistant that offers daily to-dos and donor stewardship suggestions
  • Simple activity tracking and task management
  • Unlimited contacts

Pricing

Pricing starts at $100 per month.

3. Keela

Keela homepage

Keela overview

Keela is a donor database built with fundraising in mind. This tool helps increase fundraising productivity and grow revenue through

This donor management software may work for you if…

You want to save time through automation. Keela’s features are designed to help nonprofit staff members save time and focus their efforts on the relationship-building side of fundraising.

But look out for…

Lack of auction and event management features. Keela’s list of CRM capabilities doesn’t include any auction or event functionality, which your organization should keep in mind if this type of fundraising is central to your revenue strategy.

Favorite features

  • Smart donation asks
  • Marketing automation
  • Wealth screening

Pricing

Contact Keela for pricing information.

4. CharityEngine

CharityEngine homepage

CharityEngine overview

CharityEngine’s donor management system is an all-in-one platform for donor management, advocacy, event planning, membership management, and more. Organizations can access multiple tools in one solution, without the need for complicated integrations.

This donor management software may work for you if…

You have complex needs. CharityEngine offers plans for up-and-coming organizations and large, established nonprofits with more complex needs.

But look out for…

A challenging learning curve. CharityEngine’s user interface isn’t as intuitive as other CRMs, and it may require a more significant time investment to get your team up and running on the platform.

Favorite features

  • Secure payment processing
  • Comprehensive analytics and reporting
  • Advanced marketing automation

Pricing

Talk to the CharityEngine sales team for pricing information.

5. Microsoft Excel

This screenshot shows the homepage for Microsoft Excel.

Microsoft Excel overview

Most small or growing nonprofits launch and begin tracking their donor relationships in Excel. This system of cells organized by columns and rows allows new organizations to track basic donor information, including names, addresses, and other important details.

This donor management software may work for you if…

Your nonprofit is very small and doesn’t have complex donor data management needs. Spreadsheets are a great tool to get started with because they provide as much space and configuration options as you need to collect key information that will help get your fundraising off the ground.

But look out for…

Limited flexibility and growth opportunities. As your spreadsheet system continues to grow and evolve, navigating it can become more challenging, often leading nonprofits to invest in their first dedicated donor management software solution.

Favorite features

  • Expense tracking
  • Pivot tables
  • Charts and graphs

Pricing

Excel costs $179.99 per PC or Mac.

6. Little Green Light

This image shows the homepage for Little Green Light, a donor management software system.

Little Green Light overview

Little Green Light is a lightweight, cloud-based donor management software system that allows nonprofits to track donations, communications, and other engagement opportunities with supporters. The customized dashboard provides real-time insights regarding your most important key performance indicators and metrics.

This donor management software may work for you if…

You’re a small or mid-sized nonprofit with simple data collection needs. Little Green Light was built specifically for these organizations. It was designed to centralize and organize donor relationship tracking, giving smaller shops more time to cultivate relationships one-on-one.

But look out for…

Lack of support. Customers report long wait times to resolve simple requests, such as uploading data, fixing technical issues, or getting support questions answered. If you’re looking for a dedicated partner focused on successful onboarding and ongoing use, you may want to explore alternatives like Bloomerang.

Favorite features

  • Customizable reports
  • Goal tracking
  • Gift tracking

Pricing

Pricing starts at $486, billed annually.

7. Blackbaud eTapestry

This image shows Blackbaud eTapestry's user interface.

Blackbaud eTapestry overview

Blackbaud eTapestry is a donor management software solution part of the Blackbaud ecosystem. If your organization uses Blackbaud for other purposes, this solution will integrate seamlessly with other products in the network.

This donor management software may work for you if…

You have a small team. Like Little Green Light, eTapestry was tailor-made to fit the needs of small organizations, helping them raise more money with greater team capacity.

But look out for…

Complex reporting and a clunky, outdated user interface. The reporting process isn’t as straightforward as other CRM options, and the user interface doesn’t undergo frequent enhancements. Many organizations turn to alternatives like Bloomerang for greater user-friendliness.

Favorite features

  • Wealth ratings and persona segmentation
  • Data health scorecards
  • Mobile access
  • Templated online forms

Pricing

Contact the eTapestry team for pricing information.

8. Bonterra EveryAction/Bonterra Network for Good

Bonterra homepage

Bonterra EveryAction overview

Bonterra EveryAction provides a suite of nonprofit tools that you can use to increase your organization’s efficiency and help you build relationships with donors. You can invest in this CRM to manage donor data and use the fundraising tools to raise money, process payments, and manage events.

This donor management software may work for you if…

You’re also looking for workplace giving management. Bonterra includes functionality for employers looking to expand their workplace giving and generosity programs.

But look out for…

Internal upheavals and shifting functionality. Bonterra has recently been entrenched in the complex process of combining multiple disparate tools into one platform. The wide array of bells and whistles can be enticing, but we’ve heard from customers who have switched to Bloomerang that they appreciate having a more stable, reliable platform to work from.

Favorite feature

  • Time-saving automation
  • Ability to manage duplicate records and track contributions with custom fields
  • Built-in moves management

Bonterra Network for Good

Bonterra also offers software better suited for small to medium nonprofits and public organizations called Bonterra Network for Good. This software solution allows organizations to customize donor experiences, explore data-driven dashboards, and manage volunteers.

Pricing

Contact Bonterra for pricing information.

9. DonorPerfect

DonorPerfect homepage

DonorPerfect overview

DonorPerfect is donor management software that provides a centralized location for your nonprofit’s important data. The platform offers features like unlimited users, email marketing, a mobile app, auction management tools, and automated workflows. To manage relationships, you can personalize donor messages, email official gift receipts to supporters, and sync your data to ConstantContact.

This donor management software may work for you if…

You’re seeking a higher level of customization. DonorPerfect’s customizable tools can suit various nonprofit sizes and types, from education to health services, arts and culture organizations, and more.

But look out for…

An outdated and complex interface. When it comes to reporting, increasing staff efficiency, and managing all constituents from one platform, DonorPerfect doesn’t compare to more modern, robust tools like Bloomerang.

Favorite features

  • Unlimited custom reports
  • Custom fundraising marketing templates to save time and raise more
  • Donor Journey Builder for multi-touch campaigns

Pricing

Contact DonorPerfect for pricing.

10. Blackbaud Raiser’s Edge NXT

This image shows Blackbaud's Raiser's Edge NXT donor management software.

Raiser’s Edge NXT overview

Another Blackbaud product that some organizations leverage to manage their donor relationships is Raiser’s Edge NXT. This solution provides integrated donor management and fundraising tools so your organization can maximize its donor relationships.

This donor management software may work for you if…

You want to operate your nonprofit like a Fortune 500 company. Raiser’s Edge NXT is very extensible and caters to organizations with highly complex fundraising needs.

But look out for…

High prices, lengthy training processes, and a complicated user interface. Raiser’s Edge NXT starts at a high price point of $4,000 annually for 1,000 records. Alternatives like Bloomerang are much more affordable and offer the nonprofit-specific functionality and simple user interface that work best for charitable organizations.

Favorite features

  • AI-driven suggested donation amounts
  • Prospect insights
  • Annual fund workflows

Pricing

Contact Blackbaud for pricing information.

11. Virtuous

Virtuous homepage

Virtuous overview

Virtuous offers donor management software to simplify nonprofit processes and amplify fundraising and marketing strategies. You can save donor data such as campaign participation, donation history, engagement activity, and more in a centralized location. You can search, filter, and segment this information directly in your database.

This donor management software may work for you if…

You want to prioritize advanced data-driven fundraising. Virtuous offers advanced analytics and data-driven insights that don’t require a data scientist’s help to parse through.

But look out for…

High costs, complex configurations, and a lack of real-time support. Virtuous tools are more expensive and require a lot of time, resources, and effort to set up. On the other hand, alternatives like Bloomerang are intuitive and accessible for anyone to learn. Plus, we offer in-house, real-time customer support to get your questions answered quickly.

Favorite features

  • Impact and project tracking
  • Automated moves management
  • Integrated volunteer data

Pricing

Get a quote on the Virtuous website.

12. Neon One

This image shows Neon One's donor management software homepage.

Neon One overview

Neon One is a platform that helps power nonprofit growth and build supporter relationships. The CRM comes with standard features plus customizable fields to record the supporter data that is most important for your organization’s mission.

This donor management software may work for you if…

You’re a small or mid-sized nonprofit looking to consolidate your tools. Neon One helps these organizations move to one centralized platform.

But look out for…

Inefficient reporting, limited features, and frustrating support. Neon One only offers two hours per month of support. It also includes a confusing, two-screen system for reporting and lacks additional features like volunteer or membership management. As a result, many organizations switch to a responsive, intuitive platform like Bloomerang.

Favorite features

  • A user-centric productivity dashboard
  • 40+ pre-built reports and customizable options
  • Workflow automation to reduce repetitive tasks

Pricing

Pricing starts at $99 per month.

13. Donorbox

Donorbox overview

Donorbox is an online fundraising and donor management platform designed to help nonprofits accept donations quickly and manage supporter data in one place. It’s known for its fast setup process and embeddable donation forms that integrate easily with existing websites.

This donor management software may work for you if…

You’re looking for a donation-focused tool that’s easy to launch and integrates with your current website. Donorbox can be a good option for organizations that want to start accepting online donations quickly without implementing a more robust, all-in-one CRM system.

But look out for…

Limited CRM depth compared to more comprehensive donor management platforms. While Donorbox includes donor records and reporting, organizations with more complex tracking, segmentation, or multi-channel engagement needs may find its functionality less robust than full-scale nonprofit CRMs.

Favorite features

  • Customizable, embeddable donation forms for websites
  • Recurring donation management
  • Peer-to-peer and crowdfunding campaign tools

Pricing

Donorbox offers a free plan with platform fees, and paid plans start at $139 per month, with additional transaction fees depending on the payment processor used.

14. Fundly

Fundly overview

Fundly is a crowdfunding platform built to help nonprofits, individuals, and organizations raise money through online campaigns. It emphasizes social sharing, visual storytelling, and ease of use, making it simple to launch fundraising pages and promote them across digital channels.

This donor management software may work for you if…

You’re planning a short-term crowdfunding campaign and want a fast, user-friendly way to collect donations and spread the word on social media. Fundly can be a good fit for organizations focused on event-based or peer-driven fundraising efforts rather than long-term donor cultivation.

But look out for…

Limited donor management functionality beyond campaign-level reporting. While Fundly makes launching and promoting campaigns easy, organizations looking for robust CRM capabilities, detailed donor segmentation, or long-term retention tracking may need a more comprehensive platform.

Favorite features

  • Mobile-friendly crowdfunding pages with photo and video storytelling
  • Social media integrations for easy campaign sharing
  • Peer-to-peer fundraising capabilities

Pricing

Fundly does not charge a platform fee, but payment processing fees apply to each donation, typically around 2.9% + $0.30 per transaction.

15. DonorSnap

DonorSnap overview

DonorSnap is a web-based donor management system built to help nonprofits organize supporter data, track contributions, and generate essential fundraising reports. It focuses on delivering core CRM functionality with customizable fields and practical tools that support day-to-day development work without unnecessary complexity.

This donor management software may work for you if…

You’re looking for an affordable, straightforward donor database that prioritizes contact management and reporting over advanced automation. DonorSnap can be a good fit for small organizations that want flexibility in how they structure their data and a system that’s easy to manage without a steep learning curve.

But look out for…

Limited built-in online fundraising tools and marketing automation compared to more comprehensive, fully integrated nonprofit platforms. Organizations seeking seamless donation forms, advanced segmentation, or multi-channel engagement features may need additional software to meet those needs.

Favorite features

  • Customizable donor and contribution records with user-defined fields
  • Built-in reporting tools with export capabilities
  • Contact and task tracking for donor follow-up

Pricing

Pricing starts at $39 per month, with tiered plans based on the size of your contact database.

16. Givebutter

Givebutter overview

Givebutter is an all-in-one fundraising platform designed to help nonprofits run campaigns, sell event tickets, and manage donor data in a single system. Known for its modern interface and built-in engagement tools, Givebutter combines donation forms, peer-to-peer fundraising, events, and basic CRM functionality to support interactive fundraising experiences.

This donor management software may work for you if…

You’re looking for a flexible, campaign-driven fundraising platform that blends donation collection with events, peer-to-peer fundraising, and supporter engagement tools. Givebutter can be a strong fit for organizations that prioritize online campaigns and want an easy way to launch visually engaging fundraising efforts.

But look out for…

CRM and reporting capabilities that may not be as robust as those offered by more advanced, dedicated donor management systems. Organizations with complex segmentation, long-term retention strategies, or detailed reporting needs may find they require additional tools to fully manage supporter relationships.

Favorite features

  • Customizable donation forms and campaign pages
  • Built-in peer-to-peer and event fundraising tools
  • Text-to-donate and supporter engagement features

Pricing

Givebutter does not charge a required platform fee, but payment processing fees apply to each transaction. Organizations can optionally add a platform tip to help cover costs.

17. Zeffy

Zeffy overview

Zeffy is a free fundraising and donor management platform built exclusively for nonprofits, offering donation forms, event ticketing, and basic CRM tools without charging platform or transaction fees. Its model is supported by optional donor tips, allowing organizations to keep 100% of the funds they raise.

This donor management software may work for you if…

You’re a budget-conscious nonprofit looking to collect online donations, sell event tickets, or run peer-to-peer campaigns without losing a portion of funds to platform fees. Zeffy can be a strong fit for small organizations that want simple fundraising tools and basic donor tracking at no required cost.

But look out for…

Limited advanced CRM functionality and integrations compared to more robust, full-scale donor management systems. Organizations with complex reporting needs, detailed segmentation strategies, or multi-channel automation goals may find the platform less comprehensive than paid, all-in-one solutions.

Favorite features

  • No platform or transaction fees (optional donor tips)
  • Online donation forms and event ticketing tools
  • Basic donor management and reporting dashboard

Pricing

Zeffy is free to use, with optional tips added during the donation process to help fund the platform.

18. Give Lively

Give Lively overview

Give Lively is a free fundraising platform built to help nonprofits collect online donations, run peer-to-peer campaigns, and manage fundraising events without platform fees. Designed exclusively for nonprofits, it provides digital fundraising tools that integrate with existing systems while keeping costs low.

This donor management software may work for you if…

You’re seeking a no-cost way to launch online donation forms, peer-to-peer campaigns, or event registrations while integrating with your existing CRM. Give Lively can be a strong fit for nonprofits that want streamlined digital fundraising tools without committing to a full all-in-one donor management system.

But look out for…

Limited native CRM functionality, as Give Lively is primarily focused on fundraising rather than comprehensive donor management. Organizations that need advanced reporting, segmentation, or long-term relationship tracking may need to pair it with a dedicated CRM.

Favorite features

  • No platform fees for online fundraising
  • Peer-to-peer, event, and text-to-donate tools
  • CRM integrations, including Salesforce

Pricing

Give Lively does not charge platform fees, though standard payment processing fees apply to donations.

Find the best donor prospects hidden in your database. Download the free eBook here.

How to choose donor management software

Whether you’re purchasing your first donor management software solution or switching systems, there are several steps you should take before selecting and investing in your new solution.

Four steps for choosing the right donor management software (explained in the list below)

1. Research to create a list of potential donor management software solutions.

The first step in finding your donor management software solution is to review the different systems available to organizations like yours. Use search engines and review sites like G2.com to see what current customers think of each solution.

2. Determine the most important features for your organization.

After you have your initial list of software solutions, start narrowing it down based on your organization’s specific needs. Create a list of the must-have features for your organization and another list of nice-to-have features. Cross off the solutions that don’t have your must-have features.

Then, assess each remaining solution by asking these questions:

  • Does it meet your current needs?
  • Will it meet your future needs?
  • Is it within your budget?
  • Will implementation cost extra?
  • Do you have access to training materials?
  • What does customer support look like?

As mentioned, all nonprofits are unique and require slightly different features in their donor management software. Asking these questions for each solution you evaluate will ensure your final choice meets your specific needs.

3. Schedule demos for your final choices.

Compile a list of questions you’d like to know more about for each of your final donor management software options. As you demo each solution in your shortlist, ask these questions and take notes for each system. This will help you make direct comparisons after you’ve received a demo of each.

If you’re still unsure which software to choose, consider getting a second demo of your favorite solutions. With a detailed view of top contenders, you can make an informed decision and determine your final choice.

4. Create an implementation and training plan for your solution.

After you’ve chosen your ideal donor management solution, create an implementation plan to ensure your entire fundraising team is set up for success. If you’re already using a different database or spreadsheet, you might need support to migrate the data saved in your system to the new donor management system.

You’ll also need someone to configure your new donor management software to reflect the most important information for your cause. Because every organization prioritizes different information, ensure your software will accommodate your preferences. For example, an animal shelter may want to record information about whether donors are cat lovers or dog lovers.

Ask the software provider about any additional educational resources they have to help your team continue making the most of the system. For example, Bloomerang offers resources at Bloomerang Learning for anyone on your team to continue learning about the system.

Wrapping up

Donor management software is the most essential tool in your nonprofit’s tech stack, allowing you to grow your fundraising efforts to new heights.

With the tips and steps in this guide, you should be well on your way to finding the perfect solution to serve your organization and develop deeper relationships with your donors and supporters. If you’re looking for more information on this subject, check out the following additional resources:

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13 Ways to Find New Donors for Your Nonprofit Organization https://bloomerang.com/blog/how-to-find-donors-for-nonprofit-organizations/ https://bloomerang.com/blog/how-to-find-donors-for-nonprofit-organizations/#comments Tue, 25 Feb 2025 19:33:00 +0000 https://bloomerang2dev.wpengine.com/?p=123997 Connecting with new donors is crucial to growing your nonprofit’s supporter base and ultimately raising more for your cause. The most recent data from the Fundraising Effectiveness Project shows that more donations are coming from an increasingly small donor pool and emphasizes new donor acquisition as a top priority for nonprofits: “Donor numbers have dropped […]

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Connecting with new donors is crucial to growing your nonprofit’s supporter base and ultimately raising more for your cause. The most recent data from the Fundraising Effectiveness Project shows that more donations are coming from an increasingly small donor pool and emphasizes new donor acquisition as a top priority for nonprofits:

“Donor numbers have dropped by -4.5% year-over-year, with smaller donors ($1-$100) showing the sharpest decline at -8.8%. This highlights weakening grassroots support, which is critical for sustaining broad-based contributions, especially during year-end campaigns.”

New donors invigorate your nonprofit with a fresh wave of funding and engagement. And, when you properly steward and build relationships with these new donors, they can become lifelong supporters of your mission.

But first, you have to find and connect with these individuals. This guide covers the following strategies for finding and engaging new donors, separated into how to find donors in person and how to find donors online:

Infographic showing 13 ideas for finding new nonprofit donors (explained in the sections below)

Whether you’re looking to learn how to find donors online or how to connect with your local community to recruit new support, these tips are a step in the right direction for your donor acquisition strategy.

Easily gather and update donor insights to help find new supporters. Learn About Bloomerang’s data management tools here.

Frequently asked questions

What is the best way to find new donors for my nonprofit organization?
The best way to find new donors is by leveraging your existing supporter base, hosting getting-to-know-you events, building strategic partnerships with businesses, forming relationships with other community organizations, and using online tools such as social media and prospect research. Combining multiple strategies helps reach a wider audience and build lasting donor relationships.
How can I engage volunteers as potential donors?
Volunteers are a lot more likely to donate to a cause than those who don’t volunteer. Show gratitude to volunteers, explain the impact of their work, and send them low-commitment donation requests to gauge their interest.
What are corporate matching gift programs?
Corporate matching gift programs are initiatives where companies match employee donations to eligible nonprofit organizations, effectively doubling the impact of employee donations. These programs are a valuable resource for nonprofits to increase charitable donations.
How do I identify potential major donors?
Potential major donors can be identified by using your internal donor database, conducting prospect research, and looking for donors who have exhibited both the capacity to give larger donations and a strong connection to your nonprofit’s mission. To make it easier, use CRM tools with wealth insights, like Bloomerang, to help you identify potential major donors.
Why is building relationships with major donors important?
Building relationships with major donors is crucial because major gifts often provide significant funding that can support special projects and reduce reliance on smaller fundraising events. Personalized engagement helps match donors’ passions with your organization’s needs.
How can social media help find donors online?
Social media platforms allow nonprofits to target ideal donors based on demographics and interests. By creating engaging content, posting regularly, and involving staff, volunteers, and board members in sharing posts, nonprofits can increase visibility and attract new donors.
What role do board members play in donor acquisition?
Board members are often well-connected in their communities and can act as ambassadors for your nonprofit. Equipping them with talking points and resources enables them to encourage donations within their networks.
How important is a mobile-friendly website for donor acquisition?
A mobile-friendly website is essential since over half of nonprofit website traffic comes from mobile devices. Ensuring your donation forms are easy to find and complete on mobile devices improves the chances of securing online donations.
What are in-kind donations?
In-kind donations are non-monetary contributions such as goods, services, or resources provided by individuals or businesses to support a nonprofit. These donations can include items like supplies, professional services, or use of facilities.
How can local media engagement benefit my nonprofit?
Engaging with local media outlets helps raise awareness about your nonprofit’s work and can attract new donors by sharing compelling stories about your impact in the community.

How to find donors in person

1. Leverage your existing supporter base.

Your current supporters, including donors, volunteers, advocates, and peer-to-peer fundraisers, are some of the strongest advocates for your cause because they’re already invested in seeing your mission succeed. Ask them to spread the word about your organization amongst their family members and friends.

Incentivize supporters to promote your cause. For example, offer a free branded t-shirt to volunteers who bring a friend to a volunteer opportunity or to donors who invite a loved one to a fundraising event.

Ensure supporters have access to the resources they need, such as links to your nonprofit’s About page or information about your current fundraising priorities, so they can support your most pressing needs.

2. Invite prospective donors to getting-to-know-you events.

Donor research from BWF found that an organization’s most dedicated donors are typically individuals who:

  • Know multiple people at the nonprofit
  • Are friends with fellow donors
  • View giving as a part of their identity and strongly connect with the nonprofit’s donor community

Getting-to-know-you events can be the perfect way to foster these relationships between donors and your nonprofit and strengthen bonds with your community.

These events can be tours of your facilities, panels with guest speakers, or informal meet-and-greets and coffee chats at your nonprofit’s headquarters. These experiences should offer information about your organization’s mission, services, goals, and ways to get involved.

Send follow-up emails to attendees to gather feedback and introduce them to additional engagement opportunities. Reference specific information you learned or interactions with them during the event to show them that you appreciate their involvement and care about forming a real relationship.

3. Build strategic partnerships with businesses.

Corporate partnerships offer win-win benefits for nonprofits and businesses. Nonprofits receive valuable fundraising and volunteer support, while businesses get a PR boost.

You can receive direct donations, in-kind donations, matching gifts, volunteer grants, and other fundraising support from businesses. These initiatives are highly lucrative but often untapped resources for nonprofits. According to Double the Donation’s corporate giving research, about $4-$7 billion in matching gift funds go unclaimed annually. Plus, 84% of survey participants say they’re more likely to donate if a match is offered, demonstrating how corporate philanthropy programs can motivate new donors to get involved.

You can also engage employees in workplace volunteering. Ask your corporate partners to spread the word about your mission or engage with these prospects directly at your events and volunteer opportunities.

4. Form relationships with other community organizations.

Similarly to corporate partnerships, forming relationships with other community organizations, like associations, civic clubs, and other nonprofits, can benefit your organization in multiple ways. You can cohost fundraising events with these organizations, share fundraising resources, and leverage both organizations’ marketing platforms to reach a wider audience of potential new donors.

Look for organizations whose missions align with yours. For example, an animal shelter and a veterinary association may work together to host an event that funds pet adoptions and teaches new pet owners how to care for their animals properly.

5. Treat volunteers as potential donors.

42% of volunteers participate in a volunteer program before deciding to donate to an organization. This statistic shows that volunteering can be a way for potential supporters to learn more about your cause and determine whether they want to support you financially as well as through volunteer work.

Use a trusted CRM system with volunteer and donor data to identify the highest-engaged volunteers. Then, steward your nonprofit’s volunteers by showing them gratitude and explaining the impact of their volunteer work. Next, send them low-commitment donation requests to gauge their interest. For example, you might ask them to contribute a $20 donation to your summer crowdfunding campaign. If they take you up on your offer, you’ll know that they may be receptive to future fundraising opportunities.

6. Turn to your board for help.

Nonprofit board members are often highly engaged in their communities, serving on multiple boards, volunteering, and forming business partnerships. These individuals can be effective ambassadors for your cause, sharing your mission with their family, friends, and colleagues.

Equip board members with talking points and resources they can use to encourage those in their networks to donate, such as your nonprofit’s annual reports or Form 990.

7. Transform donors into ambassadors.

Contact your most loyal, long-term donors to see if they’d be interested in joining your ambassador program. Host training sessions for these donors and provide them with talking points, strategies, and resources to promote your cause effectively.

Offer incentives for joining your program, such as gift cards or free branded merchandise. Present the opportunity as a way for dedicated supporters to take their involvement to the next level and grow their leadership and public speaking skills.

How to find donors online

8. Use social media to find donors online.

Build your nonprofit’s presence on social media sites like Facebook, LinkedIn, X, TikTok, and Instagram.

However, don’t overwhelm yourself with managing too many networks at once. Instead, be strategic with social media. Profile your ideal donor and determine their preferred social networks.

For example, Instagram is your best option to target young donors ages 18-24. On the other hand, Facebook is the preferred social media platform for Gen X donors (ages 45-60).

Create a posting schedule and have your board, volunteers, and staff share your posts with their followers. Actively engage with followers by answering their questions, tagging them in photos and videos, and commenting on and resharing posts they make about your organization.

9. Conduct prospect research to connect with new major donors.

Use your internal donor database and external resources to identify prospective major donors who exhibit warmth toward your organization and the capacity to contribute a larger donation.

Look at the annual reports, donor recognition lists, and newsletters of similar organizations and compile a list of their donors. Ask board and staff members if they know anyone on these lists. If so, ask them to share information about your organization and invite this individual to attend one of your events or sign up for your newsletter.

However, remember that prospects will most often come from your nonprofit’s existing donor pool. Prioritize prospects who exhibit both wealth indicators (real estate and stock ownership, large previous charitable gifts, etc.) and philanthropic indicators (previous donations to your organization or similar nonprofits, a history of political giving, etc.).

Common traits of major donors (most often are current supporters, high giving capacity based on wealth screening, and a strong personal attachment to your cause) 

 

Find the best donor prospects hidden in your donor base. Download the free eBook here. 

10. Reach out to one-time and lapsed donors.

Your one-time and lapsed donors may still be interested in giving to your organization, but perhaps you’ve fallen off their radar, or they don’t know the best way to engage with your nonprofit regularly.

Reach out to these donors with various ways to continue their involvement, such as your monthly giving program, peer-to-peer fundraising opportunities, or upcoming fundraising events. Additionally, thank these donors for their past contributions and expressly mention their donation amounts and impact to show them the value they’ve already added to your organization.

11. Build your email list.

Email is a highly effective fundraising tool. In fact, according to the Global Trends in Giving report, 33% of donors in the U.S. and Canada say email is the communication channel that most inspires them to contribute—more than any other platform.

Collect email addresses during community events and volunteer opportunities and via your social media channels. Create a welcome series for new subscribers that introduces your organization’s mission, describes your impact on the community, and offers engagement opportunities.

Additionally, ensure your website includes a simple email registration form for visitors to sign up for your newsletter.

12. Optimize your website.

Statistics show that over half of all nonprofit website traffic comes from mobile devices, so your site must be mobile-friendly to help you engage new and current supporters alike online. Also, use your website to entice visitors with a “pop-up” offering free information and resources. Send interested individuals a welcome email and relevant informational emails over several weeks.

Finally, ensure your online donation form is easy to find and fill out. 63% of donors prefer to give online with a credit or debit card, so ensure your form can process multiple card types.

Use various call-to-action buttons and links on your homepage to attract visitors to your donation page. Then, only ask for necessary information, such as names, contact information, and payment information, to make it as convenient as possible to complete.

13. Engage with your local media.

Reach out to your local newspaper, TV station, and radio station with fascinating stories from your nonprofit’s work or beneficiary community. These news outlets often run human interest stories about people overcoming hardship or communities coming together to support those in need, and your nonprofit can be an excellent fit for those PR opportunities.

Leverage Bloomerang to acquire and steward new donors

Finding new donors and building a reliable donor pipeline takes time and dedication. Bloomerang’s donor database simplifies the process by offering all the data you need to identify and steward new donors at your fingertips. With Bloomerang, your nonprofit can:

  • Conduct wealth and philanthropic screening in your donor database through a DonorSearch integration to identify top donor prospects.
  • Segment supporters based on shared characteristics to send personalized messages to each group.
  • Leverage clean data to support your outreach efforts—Bloomerang automatically checks for and corrects duplicate records, outdated addresses, and birth year updates.
  • Grow your donor network with built-in email marketing tools, templates, and scheduled email sends.
  • Evaluate donors’ feelings about your nonprofit through satisfaction surveys.
  • Send yearly giving statements to thank donors for their ongoing support.

Learn more about our donor management solutions in this short video:

Wrapping Up

Use a combination of these engagement strategies to ensure you’re reaching various new donors across your numerous communication platforms.

Once you find new donors for your nonprofit, your stewardship strategy should immediately kick in. Send personalized thank-you messages, show donors the impact of their gifts, and invite them to engage in additional activities your organization offers, like volunteer events or peer-to-peer fundraising challenges.

With these strategies, you can transform your new donors into long-term supporters. Then, these supporters can recruit other new donors by sharing their fulfilling experiences, creating a cyclical process.

For more information on finding new donors and stewarding them effectively, check out these additional resources:

Ready to reach new fundraising heights? Schedule a demo.

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Donor stewardship: key tips to build relationships https://bloomerang.com/blog/donor-stewardship/ https://bloomerang.com/blog/donor-stewardship/#comments Mon, 13 Jan 2025 20:28:38 +0000 https://bloomerang2dev.wpengine.com/?p=72439 The foundation of an effective fundraising strategy is the relationships your team forms with the people who power your mission. Every member of your nonprofit team already knows how to build strong relationships with friends, co-workers, family members, significant others, and more. Magic happens when you build relationships with prospects and donors. This is where […]

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The foundation of an effective fundraising strategy is the relationships your team forms with the people who power your mission.

Every member of your nonprofit team already knows how to build strong relationships with friends, co-workers, family members, significant others, and more. Magic happens when you build relationships with prospects and donors. This is where donor stewardship comes into play.

This guide covers everything you need to know to develop a powerful donor stewardship strategy that builds genuine, long-lasting relationships. We’ll cover:

A solid donor stewardship plan ensures your donors feel seen and appreciated, setting your organization up for long-term fundraising success.

Fundraising is easier with the right tools on your side. Explore the Buyer’s Guide to Donor Management Software.

What is the donor stewardship process?

Donor stewardship is the act of building relationships with supporters after they donate to your nonprofit. A donor stewardship plan is a long-term strategy to strengthen those relationships to earn repeat donations from these individuals. This process involves thanking donors, learning about them as individuals, and demonstrating their impact through follow-up communications.

What is the difference between donor stewardship and cultivation?

You may have heard the term “donor cultivation” used interchangeably with “donor stewardship.” Both of these terms fall under the umbrella of donor relationship-building, but they differ in key ways:

A Venn diagram showing the difference between donor cultivation and stewardship (explained below)

  • Donor cultivation involves donor touchpoints before you make the ask. These may include:
    • Event and volunteering invitations
    • Informative emails
    • Low-commitment asks
  • Donor stewardship involves relationship-building activities after supporters give. This could involve:
    • Thank-you messages
    • Impact updates
    • Donor spotlights

Stewardship focuses primarily on maintaining relationships with donors after donating to show gratitude and secure long-term support.

How does donor stewardship impact donor retention?

Your donor retention rate measures how many donors continue to give to your organization over time. You can calculate your organization’s retention rate by dividing the number of donors who gave again this year by the number of all donors who contributed last year.

By investing in donor stewardship and current donor relationships, you can retain their support, strengthen your community, and limit donor acquisition costs

You can tell from your donor retention rate if you have a solid contingent of donors who give to your nonprofit time after time, or you’ll see if you’re struggling to retain donors. If you relate to the latter, you’re not alone—according to data from the most recent Fundraising Effectiveness Project reports:

“Q2 2024 saw a 3.7% increase in dollars raised, while both the number of donors and donor retention fell by -3.9% and -4.5%, respectively. These trends mirror those seen in Q1 2024, albeit the increase in dollars raised is smaller while the decrease in the number of donors and retention rates is larger.”

When new donors give only once, you experience a loss on the initial investment to acquire those new supporters. As you know, there’s a cost associated with bringing in new donors—the money spent on your donor acquisition efforts. That’s one reason why focusing on retaining donors is important—it’s much more cost-effective for your organization in the long run.

How to use the donor pyramid to facilitate stewardship?

Your nonprofit’s staff may have limited time and resources to build donor relationships. The donor pyramid can be a valuable tool for prioritizing donor stewardship efforts and focusing most of your efforts on high-impact donors.

What is the donor pyramid?

The donor pyramid is a visual representation of the different giving and engagement levels present in your nonprofit’s core audience. Your largest, most significant donors are at the top because they’re fewer in number but have the highest impact.

Here are the standard levels of a donor pyramid:

The four levels of the donor pyramid, explained below

  • Major, planned, and legacy donors: Your organization’s largest donors who contribute significantly to your mission.
  • Mid-level or recurring donors: Donors who contribute mid-sized gifts to your nonprofit or recurring donations that add up to significant support over time.
  • Small or low-frequency donors: One-time or infrequent donors who contribute small amounts.
  • Event attendees, volunteers, and prospects: Supporters who haven’t yet donated to your organization but have engaged in other ways, demonstrating their interest in your mission.

How can the donor pyramid support your stewardship efforts?

Your nonprofit should steward donors at every level of the pyramid but use different strategies corresponding to each group’s level of engagement with your fundraising activities. Use the following table for personalized ideas:

Donor group Level of engagement with fundraising Current level of impact on your fundraising efforts Stewardship ideas
Major, planned, and legacy donors High High Private meetings with your nonprofit’s executive director, personalized impact reports demonstrating their long-term impact, naming rights for programs or buildings
Mid-level or recurring donors High Mid to high Personalized event invites, recurring impact updates, tiered recognition programs, donor spotlights in your email newsletter, thank-you phone calls
Small or low-frequency donors Mid to low Mid Immediate donation gratitude emails and receipts, matching gift or upgrade reminders, email newsletter updates, seasonal greetings
Event attendees, volunteers, and prospects Low Low Post event or volunteer opportunity gratitude emails, low-commitment requests like subscribing to your email newsletter, mission-related educational emails, and background information

 

As you can see, you should dedicate your most personalized and comprehensive stewardship efforts to donors at the top of your pyramid. These donors have the greatest potential to significantly impact your nonprofit’s efforts to achieve its mission, so they deserve highly personalized interactions.

Mid-level donors should also receive a high level of engagement since they make gifts that add up meaningfully over time and can even become major or legacy donors later on. According to a Sea Change Strategies report, 59% of mid-level donors give annually; over half have been involved with the participating organization for a decade or more. In addition, 31% have made a bequest to the participating organization, and 23% say they plan to make one later.

Lastly, supporters toward the bottom of the pyramid should still receive a variety of recognition emails and invitations to get more involved with your cause, even if they’re not currently highly engaged in fundraising. This attention can encourage them to increase their involvement and eventually become donors.

Find the best donor prospects hidden in your database. Download the free eBook here.

5 key steps in a donor stewardship strategy

The donor stewardship process begins when a supporter donates to your cause for the first time. Your donor stewardship plan will outline how you encourage these individuals to continue supporting your cause.

Review the steps of the donor stewardship journey below:The five stages of the donor stewardship cycle (explained below)

  1. Acknowledge the donor’s gift as soon as you receive it. The first thing you should do after receiving a donation is to thank the donor. You can do this by sending them an acknowledgement email with information on their donation and a note of thanks.
  2. Send the donor a personalized thank-you message. Next, send each donor a personalized thank-you message that includes their name, references their specific donation amount, details the impact the donation will have on your mission, and shows appreciation for their support.
  3. Create and send updates that communicate the impact they made. By donating, a supporter lets you know they’re interested in helping you carry out your mission. Follow up with each donor by sending messages describing how you’re using their donation and its impact. In these messages, you should invite donors to continue engaging with your mission in other ways, such as participating in a volunteer opportunity or attending one of your events.
  4. If applicable, thank your donor publicly. Not all donors want their donations publicly acknowledged, so you should always ask before sharing this information. With donor permission, highlight donors on your social media pages, website, or a donor wall at your office. You can also invite them to meetings or events to express your gratitude in person. Use these opportunities to get to know your donors better by asking them about themselves and discovering what drew them to your cause.
  5. Invite the donor to give again. After you’ve stewarded your donors in the above ways, you can ask them to make another contribution. Once you do, go back to the first step in this plan and start this process over.

This is a general outline of the stages of the donor stewardship process, but your organization can incorporate additional engagement strategies based on each individual’s position in the donor pyramid.

8 best practices for enacting your donor stewardship plan

Now that you know the basics, you can start stewarding your donors using your nonprofit’s unique strengths. Use the following best practices to get started on the right foot.

1. Create a donor stewardship team.

Every plan requires a strong team to help see it through. Create a team to lead your donor stewardship efforts, ensuring each individual has a clearly defined role.

Depending on the size of your staff, your donor stewardship team might consist of the individuals featured in the graphic below.Members in a donor stewardship team, explained below

  • Your Director of Donor Relations will lead the team in carrying out your stewardship efforts, overseeing your strategy at the highest level, and offering support to other team members.
  • Your Major Gifts Officer will focus on building relationships with major donors.
  • Board members can meet with high-impact donors, contribute to appreciation efforts, and act as ambassadors for your cause.
  • Volunteers can support your stewardship efforts by helping you write and send acknowledgement letters or calling donors to thank them.

It’s important to ensure that each team member understands their role in supporting your stewardship efforts so that everyone is on the same page and there is no overlap or gap in responsibilities.

2. Create a communication cadence.

Establish a clear communication cadence that keeps donors updated throughout the stewardship process—without sending them too many emails in a short period of time, as this can cause email fatigue. Use analytics from your email marketing platform and social media pages to determine when supporters are most active. This data can help you decide how to space out your donor communications.

Your first email or letter to the donor should describe your mission, projects, and goals. Your follow-up communications should include more information about how you used their donation, why you’re grateful for their support, and your future goals.

Using an email provider that integrates with your donor database, you can automate your donor communications to reach donors based on where they are in the stewardship process. This ensures you communicate with donors regularly and saves your team time.

3. Start by introducing your mission to your donors and finding ways to make a positive impression on them.

When you first reach out to new donors, remind them what you do and why their donation matters. As you do that, leave a positive impression on donors by:

  • Answering the phone when donors call and calling them back as soon as possible if you miss their call
  • Greeting someone when they visit your office and showing them how your team is working to put their donation to good use
  • Getting to know donors at events
  • Getting to know your volunteers
  • Interacting with your supporters on social media

By keeping donors updated on your work and ensuring all interactions with them are positive, you’ll build deeper and more authentic relationships with them. This should help you win a second donation from them—and, hopefully, many more in the future.

4. Practice donor segmentation.

Donor segmentation is a tactic where you group supporters based on shared characteristics. This practice allows you to create a more personalized experience for donors without going through the time-consuming process of creating unique messages for every person who interacts with your nonprofit.

Donor segmentation also lets you send donors the information they’re most likely to engage with. This shows them that you care about connecting them with opportunities that appeal to their motivations and interests.

You might create donor segments based on the following criteria:

Here are a few examples of criteria you might use to craft your donor segments.

  • Donation frequency: Group donors by how often they make their gifts. This can include donors who gave annually, monthly, at some other interval, or recently for the first time.
  • Donation recency: Group donors by when they made their last donation.
  • Donation type: Group donors based on how they made their donation. This can include grouping donations received through peer-to-peer fundraisers, monthly giving programs, online donation forms, mail-in contributions, etc.
  • Donation amount: Group donors by how much they give and what category they fall into. For example, you might create groups for major, mid-level, and lower-level donors.
  • Donor motivation: Group donors based on what motivated them to give to your cause. You can find this out by seeing which campaign or call to action inspired them to give.

Determine which segments make the most sense for your nonprofit. Then, create personalized and relevant messages for each segment.

5. Optimize your communication platforms.

You should communicate with donors through various communication platforms. An effective donor stewardship strategy uses both online and traditional marketing channels.

Here are the platforms and channels you might use to connect with your donors:

  • Social media (Facebook, LinkedIn, Instagram, etc.)
  • Email
  • Phone calls or text messages
  • Direct mail
  • In-person gatherings

Track your donor outreach using your donor database. This will help you see which outreach efforts are or aren’t effective and inform you how to adjust your strategy accordingly.

6. Show donors that you’re using their gifts as expected.

When donors give to your organization, they expect you to use their donations as you say in your outreach messages or online donation page.

For example, if you said a donation would support your volunteer program or purchase new equipment for your community center, ensure you do those things and let your donors know when you’ve done them. This transparency helps build trust between your organization and your donors, which will encourage your donors to support your organization in the future.

7. Ask donors for feedback.

One way to increase donor loyalty is to show donors you appreciate their input. You can do this by asking them for feedback and implementing reasonable changes they request (as long as they align with your mission and put your resources to the best use).

Send out regular donor surveys asking what they think about things like how you can improve your fundraising events or how they’d like you to communicate with them in the future.

8. Create memorable moments for donors.

Creating memorable experiences for donors keeps your organization on the top of their minds. This is important for winning a second donation from first-time donors and getting your current donors to give again, more often, or in larger amounts.

Here are a few ways you can create memorable moments for your donors:

  • Send them a heartfelt thank you message when they aren’t expecting one. Send donors a video of you thanking them or a thank you note from your volunteers or beneficiaries. Do this out of the blue, not just after they donate. They’ll feel more appreciated that you value them beyond when they donate.
  • Show donors that you consider them an essential part of your community by sending them a birthday card or calling them on an important anniversary they’ve shared with your team.
  • Send an unexpected gift. Show donors you’re thinking of them by sending a small gift, such as a branded T-shirt, sticker, water bottle, or coupon book for local businesses.

Your attempts to create memorable moments for donors will help your organization stand out.

How Bloomerang supports donor stewardship

Effective donor stewardship includes a combination of tried-and-true strategies and robust software solutions to be successful. Look into your options for effective fundraising software like Bloomerang’s Giving Platform to help power your stewardship efforts. Bloomerang can help you:

  • Track your donor retention rate and other engagement metrics using an interactive dashboard to improve daily productivity.
  • View giving timelines summarizing your donors’ engagement histories, encompassing every email they’ve received, event they’ve attended, and donation they’ve contributed.
  • See an at-a-glance view of every supporter’s current engagement level, giving you a better idea of which donors are ready to make another donation or upgrade their giving amount.
  • Conduct wealth screening to identify major donor prospects.
  • Segment supporters using a simple, filter-based reporting system.

Review our customer stories to see how why nonprofits using the Bloomerang Giving Platform see an average constituent growth of 12% year-over-year.

Wrapping up

Ultimately, we recommend approaching donor stewardship with curiosity and a willingness to meet your supporters where they are. The more genuine and meaningful your stewardship efforts are, the more effortlessly you’ll be able to retain donors long-term.

Additional resources

If you’re looking for more resources to help build your donor stewardship plan, start here:

The post Donor stewardship: key tips to build relationships appeared first on Bloomerang.

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Email Marketing for Nonprofits: the Ultimate How-to Guide https://bloomerang.com/blog/email-marketing-for-nonprofits/ https://bloomerang.com/blog/email-marketing-for-nonprofits/#respond Thu, 12 Dec 2024 15:08:46 +0000 https://bloomerang2dev.wpengine.com/?p=120480 TL;DR: Nonprofit email marketing quick answers Recommended send cadence Appeals/fundraising: 1–2 emails/month at baseline, increase to 3–5/week in the final 48 hours of a campaign. Never go more than three weeks without any send. Newsletters: Monthly for most orgs, quarterly if your team is under capacity. Weekly is viable only if you can consistently produce […]

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TL;DR: Nonprofit email marketing quick answers

Recommended send cadence

  • Appeals/fundraising: 1–2 emails/month at baseline, increase to 3–5/week in the final 48 hours of a campaign. Never go more than three weeks without any send.
  • Newsletters: Monthly for most orgs, quarterly if your team is under capacity. Weekly is viable only if you can consistently produce fresh content.
  • Welcome series: Four emails spaced over 14 days (Day 0, Day 3, Day 7, Day 14) is the nonprofit standard.

Current nonprofit open/click/CTOR benchmarks (US, 2026)

  • Open rate: 25–29% (reliable) | 45–55% (Apple Mail Privacy inflated—treat with caution)
  • Click-through rate (CTR): 3.0–3.3%
  • Click-to-open rate (CTOR): ~10% — the most reliable content-quality metric
  • Unsubscribe rate: <0.2% is healthy | >0.5% signals a list-hygiene or content problem

Ideal subject line lengths

  • Mobile (60%+ of opens): 30–35 characters or 6–7 words—anything longer is cut off on most lock screens
  • Desktop: 40–50 characters for full preview pane visibility
  • Sweet spot for both: 35–45 characters | 6–9 words

Top platforms by use case

  • Nonprofit CRM + email unified: Bloomerang Giving Platform
  • Best value / getting started: Mailchimp (free tier + 15% nonprofit discount via TechSoup)
  • Advanced automation: ActiveCampaign (25% nonprofit discount)
  • Event-focused nonprofits: Constant Contact (20–30% nonprofit discount)
  • Design-first / visual storytelling: Flodesk ($38/month flat rate)

Must-have compliance items

  • Physical mailing address in every email footer (CAN-SPAM mandatory)
  • One-click unsubscribe link in every email, honor opt-outs within 10 business days
  • No deceptive subject lines or “From” names
  • SPF, DKIM, and DMARC records configured on your sending domain (required for Gmail/Yahoo delivery since 2024)
  • GDPR: explicit consent required for EU recipients | CASL: express or implied consent for Canadian recipients

3-step launch plan

  1. Build and verify your list — confirm consent for every contact, remove unverified addresses, set up a double opt-in form for new subscribers (1–3 days)
  2. Configure your platform — set up your branded sending domain, SPF/DKIM/DMARC, email templates, and welcome automation before sending your first campaign (1–3 days)
  3. Send your welcome series and track for 30 days — launch the four-email welcome sequence, monitor open rates, CTR, and CTOR weekly, and adjust cadence based on engagement signals

Email marketing for nonprofits is a powerful tool that can do far more than raise awareness. A recent Global Trends in Giving report reveals that 33% of donors in the U.S. and Canada find email to be the communication channel that most inspires them to contribute, more than any other platform. Investing in a strategic email program can amplify your fundraising ROI, deepen supporter relationships, and rally more people to champion your mission.

In this guide, we cover everything you need to build and optimize a nonprofit email marketing strategy—including best practices, platform comparisons, benchmarks, deliverability essentials, and ready-to-use copy assets. Use the quick-answer summaries at the top of each section to get to what you need fast.

Bloomerang's email marketing platform is designed to grow your donor network. Learn about our solution.

Why is email marketing worth it for nonprofits?

Short answer

Email delivers a $36 return for every $1 spent—more than any other digital channel—and is the platform that most inspires 33% of U.S. and Canadian donors to give. For nonprofits, email’s combination of low cost, high subscriber intent, and direct inbox access makes it the highest-ROI communication channel in your mix. Even a modest, consistent email program outperforms sporadic high-production campaigns on social media.

Email outreach is as relevant and useful for nonprofits as ever. Here’s why it deserves the top spot in your communications budget:

  • High email adoption: 99% of email users check their inbox every day—and most check multiple times. Your message reaches supporters when they’re already paying attention, unlike social media where algorithm changes can suppress your reach overnight.
  • Exceptional ROI: For every $1 email marketers spend, they receive an average of $36 in return—making it one of the most cost-effective channels available to resource-constrained nonprofits.
  • Brand and mission awareness: Email lets you tell your organization’s story on your own terms, directly to people who have already raised their hands to hear from you.

When combined with social media, direct mail, and website engagement, email becomes the connective tissue of a holistic outreach strategy that keeps your nonprofit top of mind for supporters year-round.

What types of emails should nonprofits send?

Fundraising emails

When your nonprofit launches a fundraising campaign, email is your primary engine for generating a steady flow of donations. According to the Nonprofit Tech for Good report, 74% of nonprofits that use email marketing send fundraising appeals. These emails should clearly communicate your campaign’s purpose, goal, and the specific impact a donation will make.

Best practice: Use a series of three to five emails per campaign—an announcement, a mid-campaign update with progress data, at least one urgency send in the final 48 hours, and a closing thank-you. Each email should have a single CTA. For more detailed guidance, see our 10 steps to a successful fundraising email.

Fundraising email example: Help for Heroes boxed figure campaign

Help for Heroes is a UK-based charity that supports veterans with physical and mental health, welfare, and social needs. The email below depicts a campaign the organization launched to raise funds by sending donors a boxed figure to represent their commitment to the cause. It’s a compelling message because it clearly outlines the problem the organization is trying to solve and how supporters can play a role in the solution.

Help for Heroes fundraising email example with a request to purchase a boxed figure in support of the organization's mission

Expressing gratitude after donors give is one of the most effective ways to increase donor retention. Send thank-you emails within 24 hours of a gift—and ideally within minutes via automation. Connect the donor’s specific contribution to a tangible outcome: “Your $50 will provide clean water for a family of four for one month.”

Best practice: Segment your thank-you emails by gift size, campaign source, and whether the donor is a first-time or returning contributor. First-time donors deserve a warmer, longer message that welcomes them into your community. See the copy-and-paste assets section below for two ready-to-use templates.

Gratitude email example: charity:water thank-you message

charity:water is a nonprofit dedicated to bringing clean drinking water to developing countries. A recent email they sent included a thank-you message at the end that uses donor-focused language to spotlight the essential role supporters play.

A thank-you message in a charity:water email showcasing the importance of donations for the organization's mission

A welcome series turns a new subscriber or first-time donor from a stranger into a committed supporter. Your welcome sequence should introduce your mission, share a compelling impact story, and give new supporters a clear path to get more involved—whether that’s volunteering, following on social media, or making a sustaining gift.

Best practice: Send four emails over 14 days. Day 0: warm welcome + mission overview. Day 3: impact story. Day 7: how to get involved. Day 14: soft donation ask. See the full welcome series template in the copy-and-paste assets section below.

New supporter welcome email example: Four Freedoms Park Conservancy

The Four Freedoms Park Conservancy is a nonprofit that maintains the Franklin D. Roosevelt Four Freedoms State Park memorial in New York City. The following email is a welcome message for new email newsletter subscribers. It helps recipients feel welcome, with opportunities to join upcoming events, connect on social media, and learn about FDR’s legacy.

Welcome email from the Four Freedoms Park Conservancy, with options to connect on social media, join an event, or learn about FDR's legacy

An email newsletter is your nonprofit’s digital bulletin—keeping supporters updated on ongoing initiatives, upcoming events, recent wins, and the people behind your mission. According to the Nonprofit Tech for Good report, 92% of nonprofits that use email marketing send newsletters, with most sending monthly.

Best practice: Keep newsletters to 100–200 words of body copy with one primary story and one to two secondary items. Lead with impact, not logistics. Every newsletter should include at least one link back to your website to drive traffic and track engagement. Remember, email quantity is as important as quality when it comes to staying top of mind with supporters.

Nonprofit newsletter example: charity:water’s Good News

charity:water’s Good News World Channel is a community of supporters devoted to furthering charity:water’s charitable mission to bring clean water to underserved communities. The following email is a newsletter update featuring a recent success story and a few ways to engage with the organization.

A Good News newsletter from charity:water featuring a recent success story

Advocacy and volunteering emails

Donating isn’t the only way supporters can show up for your mission. Advocacy and volunteer recruitment emails expand engagement beyond the transaction and build the kind of personal investment that correlates strongly with long-term giving.

Advocacy and volunteering email example: Help for Heroes call for volunteers

Help for Heroes also created a useful example of a volunteer request email. The following email uses eye-catching red button calls to action (CTAs) to inspire recipients to sign up.

A Help for Heroes volunteer request email asking recipients to sign up for a bucket collection event

Seasonal emails

Timely communications tied to holidays, awareness months, or seasons create an additional touchpoint with supporters and capitalize on donors’ increased motivation to give during certain times of year. Year-end giving season (October–December) is especially high-impact for nonprofit email campaigns. For guidance on timing your sends effectively, check out our guide on when your nonprofit can and cannot send an email.

Seasonal nonprofit email example: CJ holiday campaign

This email is an example of a seasonal email sent by a business in an effort to support nonprofit causes during the holiday season. The email allows recipients to vote for the cause they think the business should support with their holiday donation.

A seasonal gratitude and fundraising email from CJ Affiliate that allows recipients to vote for their favorite charity to receive a donation

What email marketing best practices matter most for nonprofits?

Short answer

The four highest-impact practices are: segmentation, a consistent send cadence, subject lines under 45 characters for mobile, and a single clear CTA per email.

Segment your communications for a deeper connection

No one likes generic emails. A personalized message builds meaningful, long-term donor relationships—and the data backs it up: 71% of consumers expect personalized interactions, and 76% get frustrated when this doesn’t happen (McKinsey).

Start with these five core segments and build from there:

  • New donors
  • Active donors
  • Lapsed donors
  • Prospects / email subscribers who haven’t yet given
  • Volunteers

For a deeper dive into effective segmentation strategies, read our guide on using segmentation to boost nonprofit email campaigns.

Adopt a consistent communication cadence

Email quantity matters as much as quality. Too many emails overwhelm supporters and drive unsubscribes—too few cause your organization to fall off their radar. Here’s a practical nonprofit cadence framework:

  • Newsletters: Monthly at baseline, quarterly if team capacity is limited
  • Fundraising appeals: 1–2/month standard
  • Welcome series: Four emails over 14 days for all new subscribers
  • Thank-you emails: Automated, triggered within minutes of a gift
  • Re-engagement sequences: One email every two weeks for three sends, then suppress unresponsive contacts

Track email metrics to optimize your strategy

Your email metrics are as good as gold for determining the best ways to optimize your email strategy. See the full benchmarks glossary below, and prioritize tracking these key data points:

Email marketing metrics (explained in the bulleted list below)

Track this: Monitor your unsubscribe rate after every cadence change. A spike above 0.5% signals your frequency is too high for your current list.

Optimize your subject lines

Your subject line is the single most important factor in whether your email gets opened. Research shows that 60%+ of email opens now happen on mobile devices, which display only 30–35 characters before cutting off. Here are the rules:

  • Mobile sweet spot: 30–35 characters or 6–7 words
  • Desktop sweet spot: 40–50 characters
  • Safest range for both: 35–45 characters
  • Avoid: ALL CAPS, excessive punctuation, and spam-trigger words (“Free,” “Act now,” “Guaranteed”)
  • Use: Personalization ([First Name]), numbers (“47 families”), and questions (“Will you help us reach $10,000?”)

Write concise email bodies

The body of your email should be as long as it needs to be—and no longer. Here are the recommended lengths for each type of nonprofit email:

  • Urgent campaign appeals: <50 words
  • Donation thank-you emails: 50–75 words
  • Supporter welcome emails: 75–100 words
  • Newsletters: 100–200 words

Example email lengths for nonprofit emails (explained in the bulleted list above)

Use a single, clear call to action per email

Every email should have one primary CTA. Multiple competing CTAs dilute attention and reduce conversions. Place your primary CTA button above the fold (visible without scrolling on mobile), repeat it as a text link near the bottom of the email, and use high-contrast colors so it’s readable for supporters with vision impairments. For example, your CTAs could have white text on a red background like the Help for Heroes example below—strong color contrast ensures your CTAs are readable for recipients with vision impairments.

The Help for Heroes volunteer email, with two large red and white CTA buttons

Ensure compliance with email marketing regulations

The CAN-SPAM Act sets regulations for commercial email marketing practices that apply to for-profit and nonprofit organizations. See the full deliverability and compliance checklist below for a complete breakdown of requirements across CAN-SPAM, CASL, and GDPR.

Maintaining organized donor data is key to effective email marketing. Get the ultimate data management guide.

Emotional, specific language drives opens and action. The most effective emotional triggers for nonprofit email are urgency, impact (with real numbers), community belonging, and fear of missing out. Avoid vague language like “help us make a difference”—replace it with the specific outcome: “help us serve 200 more meals this month.”

Maintain consistent branding across every send

Your emails should be instantly recognizable: consistent logo placement, brand colors, fonts, and tone of voice. Create templates for each email type and document them in a style guide every team member can access. Consistency builds trust—and trust drives opens.

Use multimedia intentionally

Emails with images have up to a 42% higher click-through rate than text-only emails (Vero). Use one to three primary visual elements per email—header image, a single supporting photo, or an infographic—and keep images compressed to under 200KB to protect load times on mobile.


Nonprofit email metrics glossary: plain-English formulas and 2026 benchmarks

Use this glossary to understand what each metric means, how to calculate it, and what counts as a healthy range for nonprofits in 2026. Benchmarks are drawn from the M+R Benchmarks 2025 study, Mailchimp, and MailerLite nonprofit data. Treat open rate with particular caution—Apple Mail Privacy Protection (MPP), launched in 2021, automatically marks emails as “opened” for all Apple Mail users, artificially inflating open rate dashboards by 15–25 percentage points.

Metric Formula (plain English) 2026 Nonprofit Benchmark (US) Source Last fact-checked If yours is outside range
Open rate (Emails opened ÷ Emails delivered) × 100
Note: Apple Mail Privacy Protection marks all Apple Mail opens as “opened”—treat open rate as directional, not absolute.
25–29% (reliable)
45–55% (Apple MPP inflated)
Mailchimp, MailerLite, Neon One benchmarks April 23, 2026 Low (<20%): review subject lines, send time, and list freshness.
High (>55%): likely Apple MPP inflation—cross-check with CTOR.
Click-through rate (CTR) (Unique link clicks ÷ Emails delivered) × 100 3.0–3.3% Neon One nonprofit benchmarks, MailerLite April 23, 2026 Low (<1.5%): audit your CTA placement, button contrast, and email copy.
High (>5%): excellent—document what worked and replicate.
Click-to-open rate (CTOR) (Unique clicks ÷ Unique opens) × 100
The most reliable content-quality metric—unaffected by Apple MPP.
~10% MailerLite benchmarks, Avidai nonprofit data April 23, 2026 Low (<5%): your subject line is outperforming your email body—improve the offer, copy, or CTA inside.
High (>15%): your content is resonating—use this as a template for future sends.
Conversion rate (Desired actions completed ÷ Emails delivered) × 100
“Action” = donation, registration, form fill, etc.
Highly variable by email type:
• Thank-you → recurring gift: 1–3%
• Year-end appeal: 0.5–2%
• Welcome → first gift: 0.5–1.5%
Bloomerang internal data, M+R Benchmarks (annual) April 23, 2026 Low: test your landing page, donation form load time, and mobile experience.
High: scale that email type and sequence.
Unsubscribe rate (Unsubscribes ÷ Emails delivered) × 100 <0.2% (healthy)
0.2–0.5% (monitor)
>0.5% (investigate)
Mailchimp, ActiveCampaign industry data April 23, 2026 High: check email frequency, relevance, and whether list consent was properly obtained.
Spam complaint rate (Spam reports ÷ Emails delivered) × 100 <0.08% (Gmail threshold)
<0.10% (Yahoo/Outlook threshold)
Google Postmaster Tools, Yahoo Sender Hub April 23, 2026 High (>0.10%): your sending domain may be blocklisted. Pause campaigns, audit list quality, and check with your ESP’s deliverability team.
Deliverability rate (Emails delivered ÷ Emails sent) × 100
“Delivered” = accepted by receiving server (not the same as inbox placement).
≥98% (goal)
95–97% (acceptable)
<95% (red flag)
Validity, Litmus deliverability benchmarks April 23, 2026 Low: check SPF/DKIM/DMARC configuration, list hygiene (remove hard bounces immediately), and domain reputation via Google Postmaster Tools.
Note: Apple Mail Privacy Protection (MPP) means open rate is no longer a reliable primary metric. Use CTOR (click-to-open rate) as your primary content-quality signal and CTR as your primary engagement signal. Open rate is still useful for directional trend tracking within your own list over time.


Which email marketing platforms work best for nonprofits?

Short answer

Bloomerang is the strongest choice for organizations that want donor management and email in one unified system—no data sync required. See the comparison table below for a full side-by-side breakdown.

Nonprofit email platform comparison

All pricing reflects estimated costs as of April 2026—confirm directly with each platform before purchasing, as nonprofit discount terms can change.

Platform Best for Nonprofit discount Automation depth Segmentation Native CRM integration Compliance & deliverability Starting price
Bloomerang ★ Best for donor management + email unified Nonprofits that want donor management, email, and volunteer management in one system N/A — purpose-built nonprofit pricing Automated thank-yous, drip sequences, scheduled sends Donor lifecycle, giving history, engagement score ✅ Built-in — CRM and email share the same database Deliverability insights, readability testing, DMARC compatible From $125/month (includes CRM + email)
Mailchimp ★ Best value / getting started Small-to-mid orgs, early-stage programs, budget-conscious teams 15% discount via TechSoup for paid plans, free tier (up to 500 contacts) Visual automation builder, conditional logic, multi-step journeys Up to 5 audience groups on free tier, advanced on paid ❌ Separate CRM— Bloomerang integration available Built-in compliance tools, dedicated IP available (Premium) Free (500 contacts) | From ~$13/month
Constant Contact ★ Best for event orgs Nonprofits hosting events, galas, and in-person campaigns 20–30% nonprofit discount (contact sales) Basic automation: welcome series, drip, event reminders Tag-based and list-based segmentation ❌ Separate CRM— Bloomerang integration available Strong deliverability, CAN-SPAM tools, real-time analytics From $12/month (no free tier)
Campaign Monitor ★ Best for template control Teams wanting tight brand control and multi-user management No standard nonprofit discount — contact sales Visual automation, time-based and behavior-triggered flows Link-click-based segmentation, custom fields ❌ Separate CRM— Zapier integrations available Advanced deliverability dashboard, suppression management From $9/month
ActiveCampaign ★ Best automation depth Mid-to-large orgs with complex donor journeys and sequences 25% nonprofit discount (apply directly) Industry-leading: conditional branches, lead scoring, predictive sending Robust: dynamic segments, custom fields, engagement scoring Built-in CRM lite (add-on)—Bloomerang integration via Zapier Spam testing, deliverability reporting, blocklist monitoring From $15/month
Flodesk ★ Best design experience Orgs where visual storytelling and brand aesthetics are top priority No standard nonprofit discount Basic: welcome series, timed drips Simple list-based segmentation ❌ No native CRM— Zapier/API only Basic compliance tools, less robust deliverability reporting $38/month flat (unlimited subscribers)
Note on nonprofit discounts: Most discounts require verification through TechSoup or a direct application. Allow 5–10 business days for approval. Bloomerang does not require a separate discount application—nonprofit pricing is built in from the start.

Platform deep dives

1. Bloomerang Giving Platform

Bloomerang's email marketing editor

Bloomerang is a purpose-built nonprofit platform that unifies donor management, fundraising, volunteer management, and email marketing in a single system. Because Bloomerang’s email tools share the same database as its CRM, you can segment by giving history, engagement score, volunteer activity, and more—without any data sync or integration layer. Features include a built-in drag-and-drop editor, brandable templates, deliverability insights, A/B testing, scheduled sends, and readability testing. Best for: organizations that want to eliminate the gap between donor data and email marketing. Learn more about Bloomerang’s marketing and engagement features.

See how Bloomerang's marketing platform fosters genuine, long-term relationships. Book a demo.

2. Mailchimp

Screenshot of the Mailchimp homepage

Mailchimp is the most widely used email marketing platform in the nonprofit sector. Its free tier supports up to 500 contacts with basic automation, templates, and reporting—making it a strong starting point for early-stage organizations. Paid plans unlock advanced segmentation, behavioral automation, and multi-step journeys.

3. Constant Contact

Homepage for Constant Contact, a top email marketing for nonprofits platform

Constant Contact is especially strong for nonprofits that host events—its event promotion, registration, and attendee tracking tools integrate directly with email outreach. Its drag-and-drop editor is one of the most beginner-friendly on the market. Nonprofits qualify for a 20–30% discount (contact Constant Contact directly). Bloomerang and Constant Contact integrate natively, allowing donor engagement data to inform email segmentation.

4. Campaign Monitor

Campaign Monitor homepage

Campaign Monitor offers strong brand control with a sophisticated drag-and-drop editor, template management with team access controls, and detailed geographic and device performance reporting. It’s a solid choice for nonprofits with multiple staff managing email and strict brand standards. No standard nonprofit discount—contact sales for custom pricing.

5. ActiveCampaign

Homepage for ActiveCampaign, a top nonprofit email marketing tool

ActiveCampaign is the strongest platform for nonprofits with complex donor journeys that require multi-step behavioral automation. Its conditional logic, lead scoring, and predictive sending capabilities support sophisticated cultivation sequences—for example, automatically moving a lapsed donor into a re-engagement series when they haven’t opened an email in 90 days. Nonprofits qualify for a 25% discount (apply directly). Integration with Bloomerang is available via Zapier.

6. Flodesk

Flodesk homepage screenshot

Flodesk stands out for its visual design capabilities—custom fonts, branded graphics, and a clean aesthetic that makes emails feel like editorial content rather than marketing blasts. Its flat $38/month pricing (unlimited subscribers) is attractive for organizations with large lists. Trade-offs: segmentation is basic (list-based only), CRM integration requires Zapier or API, and deliverability reporting is less robust than competitors.

How do I choose email marketing software as a nonprofit?

Short answer

Start with three filters in this order: (1) Does it integrate natively with your CRM? (2) Can you afford it with nonprofit discounts applied, at your projected 12-month list size? (3) Can your team use it without significant training? A platform that passes all three is always better than a feature-rich tool your team won’t use consistently. Then run a real trial—not just a demo—before committing.

Work through this five-step decision framework in order. Each step narrows your shortlist before you invest time in demos or trials.

Step Decision Inputs needed Est. time Common pitfall Output
1 Assess your list size and growth trajectory Current contact count, projected 12-month growth, bounce rate 30 min Underestimating growth—choosing a free tier, then hitting limits during your biggest campaign Tier: small (<1K), mid (1K–10K), or large (10K+)—narrows platform options immediately
2 Map your CRM requirements Current CRM name, whether it integrates natively with email platforms, data sync frequency needed 1 hour Ignoring CRM integration and creating a data silo where email data and donor data never connect Decision: native CRM-email integration (Bloomerang) vs. standalone email tool with API/Zapier bridge
3 Define your automation depth Email types you need to automate, team capacity to build workflows 30 min Over-investing in advanced automation before establishing a basic monthly send cadence Tier: basic (welcome + thank-you only) vs. advanced (multi-step behavioral flows)
4 Set your real budget (after nonprofit discounts) Gross budget, nonprofit discount eligibility for each platform, list size pricing at your projected contact count 30 min Quoting list price without applying nonprofit discounts—you may qualify for 15–30% off Shortlist of 2–3 platforms that fit your budget at 12-month projected list size
5 Run side-by-side trials Free trials or demo accounts for your shortlisted platforms, a real campaign or test send in each 1–2 weeks Choosing based on demos alone—always send a real campaign in the trial to test deliverability and usability Final platform selection—document why you chose it so the decision is easy to revisit in 12 months

Decision paths by org type

  • Small nonprofit (<1K contacts, team of 1–3): Start with Mailchimp’s free tier. Upgrade when you hit 500 contacts or need automation beyond a welcome series.
  • Mid-sized nonprofit (1K–10K contacts, dedicated comms staff): Evaluate Bloomerang (if you want CRM + email unified), Constant Contact (if events are central), or ActiveCampaign (if automation is your top need).
  • Large or high-volume nonprofit (10K+ contacts): Bloomerang or ActiveCampaign for sophistication—request custom nonprofit pricing from Campaign Monitor. Avoid platforms with per-contact pricing that scales punitively.
  • Org already using Bloomerang CRM: Use Bloomerang’s built-in email marketing tools first—the native integration is worth more than any standalone platform’s feature advantage.


Deliverability and compliance checklist for nonprofits

Short answer

Deliverability is whether your email reaches the inbox at all—compliance is whether you’re legally allowed to send it. Both require setup before your first campaign. Getting both right is a one-time investment that pays dividends in every send you make going forward. Work through this checklist before launching any email program. For a comprehensive overview of recent changes, read about how nonprofits can avoid the spam folder.

1. Configure your sending domain and sender identity

  • Use a branded sending domain (yourname@yourorg.org)—never send campaigns from a Gmail, Yahoo, or Hotmail address. Free email providers are flagged as spam by major inbox providers.
  • Use a consistent “From” name and email address in every send. Changing your sender identity mid-program confuses filters and reduces open rates.
  • Avoid “no-reply@” addresses. They signal inaccessibility, hurt engagement, and can increase spam complaints. Use a monitored mailbox like hello@yourorg.org or connect@yourorg.org instead.

2. Set up SPF, DKIM, and DMARC (required since 2024)

Google and Yahoo now require bulk senders (5,000+ emails/day) to authenticate their sending domain with SPF, DKIM, and DMARC records—enforced with stricter penalties from November 2025. Even below that threshold, proper authentication dramatically improves deliverability for all senders. Your email platform’s support team can help you configure these—here are the patterns:

SPF (Sender Policy Framework) — Add a TXT record to your DNS that authorizes your email platform to send on your behalf:

v=spf1 include:sendingplatform.com ~all

Replace sendingplatform.com with your platform’s SPF include string (e.g., include:mailchimp.com). Use ~all (soft fail) rather than -all (hard fail) while testing.

DKIM (DomainKeys Identified Mail) — A cryptographic signature that proves emails haven’t been tampered with in transit. Your email platform generates this. Add the CNAME or TXT record they provide to your DNS:

selector._domainkey.yourorg.org   CNAME   dkim.sendingplatform.com

DMARC (Domain-based Message Authentication, Reporting & Conformance) — Tells inbox providers what to do with emails that fail SPF/DKIM. Start with p=none (monitoring only), then move to p=quarantine once your authentication is stable:

v=DMARC1; p=quarantine; rua=mailto:dmarc-reports@yourorg.org

The rua address receives daily reports from Gmail, Yahoo, and other providers showing which servers are sending mail as your domain.

3. Maintain list hygiene on a regular cadence

  • Remove hard bounces immediately after every send—your email platform should do this automatically, but verify.
  • Suppress soft bounces after three consecutive failures.
  • Run a list-cleaning pass every six months: identify contacts who haven’t opened or clicked in 12 months and run a re-engagement sequence before suppressing them. Monitor domain reputation in Google Postmaster Tools (free) to catch deliverability problems early.
  • Never buy, rent, or import email lists without verified consent. Every purchased contact is a potential spam complaint. For strategies on growing your list the right way, see our guide on how to build a nonprofit mailing list.

4. Include all required footer elements

Every email must include the following elements in the footer to comply with CAN-SPAM (US), CASL (Canada), and GDPR (EU):

  • Your organization’s legal name
  • Physical mailing address (a P.O. Box qualifies)
  • A clearly visible, one-click unsubscribe link
  • A link to your privacy policy

Copy-ready compliant footer example:

[Your Org Name] | 123 Mission Street, Suite 100, City, State 12345
You’re receiving this email because you’re a supporter of [Org Name].
[Unsubscribe] | [Update your preferences] | [Privacy Policy]
© 2026 [Your Org Name]. All rights reserved.

5. Compliance law quick reference for nonprofits

Law Who it applies to Key nonprofit requirement Penalty for violations
CAN-SPAM (US) All commercial email senders, including nonprofits sending fundraising appeals No deceptive subject lines or headers, physical address in every email, one-click unsubscribe honored within 10 business days Up to $53,088 per violation (FTC, updated Jan 2025)
CASL (Canada) Any org emailing Canadian recipients Express or implied consent required before sending, implied consent expires after two years of no activity Up to CAD $10 million per violation for organizations
GDPR (EU/UK) Any org processing personal data of EU or UK residents Explicit opt-in consent required, right to erasure on request, data processing agreement with your email platform needed Up to €20M or 4% of global annual revenue, whichever is higher
CCPA (California) For-profit companies meeting revenue or data thresholds—most nonprofits are exempt If you share data with third parties, disclose it and honor opt-out of sale requests Up to $7,500 per intentional violation, civil suits up to $750/consumer
Nonprofit CCPA note: Most nonprofits are exempt from CCPA because they are not “for-profit businesses” under California law. However, if your nonprofit has a for-profit subsidiary or shares data commercially, consult legal counsel. GDPR applies to any organization—nonprofit or not—that processes data of EU residents.

Copy-and-paste email assets for nonprofits

Short answer

Every asset below is written in second person, active voice, and mission-first—and is ready to adapt with your org name, numbers, and details. Merge tag placeholders are shown in [brackets].

20 subject lines by goal

All subject lines are written for nonprofits. Swap [bracketed placeholders] with your real details. For best performance, A/B test two subject lines per campaign using a 20% sample of your list. Remember: don’t be lazy with your email subject lines—they’re the single most important factor in whether your email gets opened.

# Subject line Goal Length When to use
1 “Your gift doubles until midnight.” Appeal — matching gift 33 chars — Short Final 12–24 hours of a matching campaign
2 “Last chance: match ends tonight.” Appeal — urgency 33 chars — Short Same-day deadline push, pair with a countdown timer in the email
3 “[First Name], your impact this year.” Appeal — personalized impact Varies — Short Year-end or anniversary send using merge tags from your CRM
4 “We’re $5,000 away. Will you close the gap?” Appeal — campaign milestone 43 chars — Medium When you’re in the final stretch of a fundraising goal
5 “Because of you, 47 families have clean water.” Appeal — impact story 46 chars — Medium Post-campaign or mid-campaign to show tangible results, swap in your real number
6 “These families need you by Friday.” Appeal — urgency + empathy 35 chars — Short When a campaign has a hard deadline tied to real-world need
7 “[Month] update: a win worth celebrating.” Newsletter 41 chars — Medium Monthly newsletter, personalize the win reference to your most recent impact
8 “The story we almost didn’t tell.” Newsletter — curiosity 33 chars — Short Feature newsletter with a behind-the-scenes or personal story
9 “What’s new at [Org Name] this month.” Newsletter — evergreen 37 chars — Short Standard monthly newsletter, simple and scannable
10 “Thank you. Here’s what you made possible.” Thank-you — post donation 42 chars — Medium Send within 24 hours of any gift, segmented by gift size or campaign
11 “[First Name], you changed something today.” Thank-you — personalized 43 chars — Medium First-time donor, high-touch, use the donor’s name via merge tag
12 “Welcome—you’re part of something important.” Welcome series — Day 0 43 chars — Medium Triggered immediately on list signup or first gift, sets the tone
13 “Here’s how to make the most of your connection with us.” Welcome series — Day 3 56 chars — Long Second welcome email, focus on resources, social channels, and how to engage
14 “We miss you—and we have news.” Re-engagement 30 chars — Short Lapsed supporters who haven’t opened or clicked in 90+ days
15 “It’s been a while. Here’s what you’ve missed.” Re-engagement — catch-up 46 chars — Medium 3–6 month lapsed donors, recap major wins since they last engaged
16 “Still want to make a difference? We’ve saved a spot for you.” Re-engagement — soft ask 60 chars — Long (desktop) Final re-engagement attempt before list suppression, include a sunset message
17 “You’re invited: [Event Name] on [Date].” Event Varies — Medium Event announcement, personalize with first name for better open rates
18 “Save the date—this is our biggest event of the year.” Event — FOMO 52 chars — Medium Annual gala, 5K, or campaign launch, send 6–8 weeks in advance
19 “Only 12 hours left to double your impact.” Urgency — mid-campaign 41 chars — Medium Any matching campaign or deadline-driven appeal
20 “This campaign ends at midnight. Don’t wait.” Urgency — deadline 43 chars — Medium Final send of any time-limited campaign, pair with a bold CTA button

Four urgent appeal email bodies (<50 words each)

These are designed to be short, high-impact, and mobile-first. Use them as the full body copy for urgency sends—day-of or final-hours campaign emails.

Appeal 1: Matching gift — final hours

Example copy

Subject: Last chance: your gift doubles until midnight.

Hi [First Name],

A generous donor is matching every gift made before midnight tonight—dollar for dollar.

That means your $50 becomes $100. Your $100 becomes $200.

This match won’t last. Will you take advantage of it before it’s gone?

[DOUBLE MY GIFT NOW]

Appeal 2: Year-end / tax deadline

Example copy

Subject: [First Name], this is your last chance to give in 2026.

Hi [First Name],

December 31 is the last day to make a tax-deductible gift for 2026.

If [cause] matters to you, there’s no better time to act.

It takes less than two minutes. And it makes all the difference.

[GIVE BEFORE MIDNIGHT]

Appeal 3: Emergency / crisis response

Example copy

Subject: We need your help. Right now.

Hi [First Name],

[Specific crisis description in one sentence.] [Org Name] is responding—but we need resources today.

Your emergency gift goes directly to [specific use]. Every hour matters.

[SEND AN EMERGENCY GIFT]

Appeal 4: Campaign milestone / almost there

Example copy

Subject: We’re [$ amount] away. Will you close the gap?

Hi [First Name],

We’re [X%] of the way to our goal—and [$ amount] away from the finish line.

Your gift today could be the one that gets us there.

Can you help us cross it?

[HELP US REACH OUR GOAL]

Two donor thank-you email variants (50–75 words)

Variant 1: First-time donor (warm, welcoming)

Example copy

Subject: [First Name], thank you for your first gift.

Hi [First Name],

Your first gift to [Org Name] arrived—and we’re so glad it did.

Because of your [$ amount], [specific outcome in one sentence, e.g., “a child in our after-school program will have materials for the full semester”].

You just became part of something important. We’ll make sure your generosity is felt.

With gratitude,
[Name], [Title]
[Org Name]

Variant 2: Returning donor (relational, impact-forward)

Example copy

Subject: You did it again, [First Name]. Thank you.

Hi [First Name],

This is your [Xth] year supporting [Org Name]—and we notice.

Your gift of [$ amount] is already at work: [specific recent impact example].

That’s because of you. It always has been.

We’re grateful to have you with us. See you again soon.

[Name], [Title]
[Org Name]

Four-email welcome series

Trigger Email 1 immediately on signup. Schedule Emails 2–4 automatically. Each email should have a single CTA and be shorter than 100 words of body copy. Primary metric for the series: CTOR on Emails 2–4 (measures content quality, not just inbox placement).

Email Send timing Goal Body focus CTA Primary metric
1 Day 0 — immediately on signup Welcome + mission framing Warm greeting, 1–2 sentences on your mission, what to expect from your emails Explore our programs / Learn about our mission Open rate (first impression)
2 Day 3 Build emotional connection A specific impact story in 3–4 sentences—real person, real outcome, real numbers Read the full story CTOR (content quality signal)
3 Day 7 Show paths to deeper engagement Three ways to get involved beyond donating: volunteer, share, attend an event See volunteer opportunities / Join us at [event] CTR (action intent)
4 Day 14 Soft first donation ask Brief recap of mission + what a gift makes possible + low-bar first ask (“Even $10 makes a difference”) Make my first gift Conversion rate (donation)

Eight high-performing CTAs with character counts

All CTAs are written in first person (“my,” “me”) where possible—research consistently shows first-person CTAs outperform third-person (“Donate” vs. “Make my gift”) by as much as 90% in some studies. Use ALL CAPS for CTA buttons.

# CTA copy Char count Best email type Notes
1 “Give now” 8 chars Urgent appeals, year-end, matching campaigns Lowest friction, use only when context makes the ask crystal clear
2 “Double my gift” 15 chars Matching gift campaigns Personalizes the action, higher clicks than generic “Donate now”
3 “See your impact” 16 chars Post-donation emails, newsletters, anniversary sends Curiosity-driven, links to an impact report or donor dashboard
4 “Volunteer this weekend” 22 chars Volunteer recruitment emails Specific time reference increases click rate vs. “Volunteer now”
5 “Read [Name]’s story” ~20 chars Newsletters, impact emails, donor cultivation sequences Name-drop a real beneficiary or volunteer for emotional pull
6 “Join our monthly giving program” 31 chars Recurring gift upgrade sequences, anniversary emails Works best after 1–2 gifts, frame as “insider” status
7 “Save my spot” 13 chars Event invitations, webinar registration emails Implies scarcity, more effective than “Register here”
8 “Help us reach our goal” 22 chars Campaign milestone emails, thermometer updates Use with a visible progress bar or dollar amount remaining

Wrapping up

A strong nonprofit email program isn’t built in a day—but it compounds faster than almost any other channel in your communications mix. Every consistent send, every personalized thank-you, and every well-timed appeal reinforces the relationships that keep donors coming back year after year.

Start with the four foundations: segment your list, establish a cadence, optimize your subject lines, and use a single CTA per email. Layer in the compliance checklist, then use the copy assets above to accelerate your first campaigns. Track CTOR as your north-star content metric and let your data guide every iteration.

For more resources on nonprofit communications and donor engagement, explore these related guides:

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Save Time With AI Content Assistant Prompts You Can Try Now https://bloomerang.com/blog/save-time-with-ai-content-assistant-prompts-you-can-try-now/ https://bloomerang.com/blog/save-time-with-ai-content-assistant-prompts-you-can-try-now/#respond Tue, 20 Aug 2024 14:00:00 +0000 https://bloomerang2dev.wpengine.com/?p=116479 Last month, we introduced powerful updates to our email builder, featuring an AI content assistant to help you crush writer’s block and save an impressive 12.2 hours per full-time employee per week. To save you even more time, we’ve created sample prompts you can try now—just copy and paste! But remember to replace our sample […]

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Last month, we introduced powerful updates to our email builder, featuring an AI content assistant to help you crush writer’s block and save an impressive 12.2 hours per full-time employee per week. To save you even more time, we’ve created sample prompts you can try now—just copy and paste! But remember to replace our sample content with the information specific to your organization.

Monthly donation appeal prompt

“As a nonprofit development officer, generate a compelling email to our donors requesting their continued support through monthly donations. Start with a warm greeting, reference their previous support, outline how their monthly donations help achieve specific goals (like funding a new project or maintaining a program), suggest a specific donation amount, and emphasize how their ongoing support is crucial for our mission’s success.”

Why this prompt is effective:

  • Provides a personal touch: Using a warm greeting and mentioning previous support personalizes the email.
  • Delivers a clear impact: Explaining how monthly donations will be used provides a concrete reason for giving.
  • Makes a specific request: Suggesting a specific donation amount guides donors on how much to contribute.

Event follow-up thank you prompt

“As an event coordinator, craft a thank-you email for attendees of our recent event. Begin with a heartfelt thank you for their presence, highlight a key achievement or outcome from the event (like funds raised or goals met), and extend an invitation for them to engage further with upcoming events or initiatives.”

Why this prompt is effective:

  • Shows immediate gratitude: Expressing thanks right after the event reinforces positive feelings.
  • Highlights achievement: Sharing the event’s success shows attendees their contribution was valuable.
  • Encourages future engagement: Inviting them to future events keeps them involved with your organization.

Thank you for volunteering prompt

“As a volunteer manager, write a thank-you email to volunteers who recently dedicated their time. Begin with a personalized thank you, describe the specific impact of their volunteer work (like how many people they helped or the difference they made), and acknowledge their essential role in supporting your organization’s mission.”

Why this prompt is effective:

  • Provides personalized appreciation: Directly addressing volunteers and their contributions makes the message feel sincere.
  • Highlights the impact: Detailing how their work made a difference reinforces their value.
  • Acknowledges the role: Recognizing their essential role encourages continued support and involvement.

Welcome message with soft ask prompt

“As a communications specialist, draft a welcome email for new subscribers. Start with a warm and enthusiastic greeting, introduce your organization’s mission and goals, briefly mention the ways their support can make a difference, and gently suggest a small monthly donation to help further these efforts.”

Why this prompt is effective:

  • Provides a warm welcome: Sets a positive tone and makes new subscribers feel valued.
  • Introduces the mission: Helps new subscribers understand your organization’s purpose and goals.
  • Makes a gentle donation request: Encourages giving without being too assertive, easing new subscribers into contributing.

Donation thank you prompt

“As a donor relations coordinator, compose a thank-you email for a recent donation. Begin with heartfelt thanks, detail the specific way(s) their donation will benefit the organization (like, funding a new program or project), and include a note about the donation being tax-deductible to provide additional value.”

Why this prompt is effective:

  • Expresses heartfelt gratitude: Shows sincere appreciation, strengthening the donor relationship.
  • Provides usage details: Explains how their donation will be used, enhancing transparency.
  • Includes tax information: Provides useful information about tax benefits, adding extra value for the donor.

Acknowledgement prompt

“As a fundraising manager, generate a heartfelt acknowledgement letter to a donor. Thank them for their contribution, describe the specific impact it will have (like providing winter coats to families in need), mention that the donation is tax-deductible, and invite them to subscribe to the quarterly newsletter for updates on the impact of their support.”

Why this prompt is effective:

  • Conveys a heartfelt tone: A sincere and engaging tone makes the donor feel appreciated.
  • Highlights the impact: Provides a clear picture of how their donation will help, reinforcing their positive impact.
  • Extends an additional invitation: Encourages further engagement through the newsletter, keeping them connected to your organization.

Email newsletter prompt

“As a content creator, write a paragraph for our monthly newsletter that highlights the success of our recent coat drive. Include specific details like the number of families served, the difference made, and the gratitude of those helped. Encourage readers to stay informed and involved with future initiatives and updates.”

Why this prompt is effective:

  • Highlights success: Emphasizes positive outcomes, building emotional connections with readers.
  • Offers specific details: Provides concrete information about the impact of their support, reinforcing the value of their involvement.
  • Encourages engagement: Promotes continued engagement and updates, keeping the audience connected to your mission.

Appeal Prompt

“As a major gifts officer, craft an appeal email targeted at wealthy donors who have not contributed in the past year. Graciously remind them of their previous support, explain the current needs and why their contribution is crucial now, and encourage them to set up a monthly automatic donation for sustained support.”

Why this prompt is effective:

  • Offers a polite reminder: Acknowledges past support while making a case for current needs.
  • Explains the current need: Provides context for why their contribution is needed now, making the request more relevant.
  • Encourages recurring donations: Suggests a recurring donation, providing an easy way for donors to support ongoing efforts.

Tips to refine your content

  • Reinforce your mission: Tell AI to mention your mission to keep your content aligned with your organization’s goals and strengthen your nonprofit’s identity.
  • Regenerate for fresh results: Don’t like the result? Click the REGENERATE button to get a new version with a different approach or perspective.
  • Adjust length easily: If the content is too long or too short, simply ask AI to “make it 3 paragraphs” or “condense to 3 sentences” to fit your preferred length.
  • Fine-tune tone: Specify your desired tone by instructing AI to “make it more formal,” “add a friendly tone,” or “be more professional” to better align with your organization’s voice.
  • Enhance clarity: For more precise communication, ask AI to “simplify the language” or “clarify the key points” to ensure your audience understands your message.
  • Focus on specifics: Direct AI to “add examples” or “include relevant statistics” to provide more depth and context, making your content more engaging and informative.

While the Bloomerang AI content assistant is an incredible time-saver for writing email copy, nothing can replace your personal touch and the unique voice of your organization. As you harness these tools, remember to infuse your content with the distinctive elements that make your story resonate deeply with your donors.

For more information about using our AI content assistant, check out our knowledgebase articles:

We’d love to hear about your experiences! Share your favorite prompts with us in the comments below!

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27 Recommended Affordable or Free Nonprofit Software Tools https://bloomerang.com/blog/free-nonprofit-software/ https://bloomerang.com/blog/free-nonprofit-software/#respond Tue, 19 Dec 2023 19:47:54 +0000 https://bloomerang2dev.wpengine.com/?p=106915 Software solutions keep the nonprofit sector in motion. 67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. That’s just the start—nonprofit software tools come in many varieties, offering support for marketing, event and auction planning, form building, and much more. However, many nonprofits operate with tight budgets. […]

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Software solutions keep the nonprofit sector in motion. 67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. That’s just the start—nonprofit software tools come in many varieties, offering support for marketing, event and auction planning, form building, and much more.

However, many nonprofits operate with tight budgets. According to a National Council of Nonprofits report, the vast majority of nonprofits operate at the grassroots level, and 88% have budgets less than $500,000. If your organization falls in this range, you may be interested in free, discounted, or affordable software solutions to help carry out your strategies while staying within budget.

This guide highlights the top affordable and free nonprofit software solutions to turn to for support. We’ve grouped these solutions into the following categories:

As you assess each option, keep in mind that seemingly “free” platforms may still come with costs. Even platforms with no recurring monthly or yearly fee may require a transaction or processing fee to process donations. Carefully consider fee structures to find the right balance between access to features and a high net donation amount.

Low-cost nonprofit software FAQs

What types of nonprofit software should we prioritize?
Focus on donor management (CRM), fundraising, project management, communication, design, forms, marketing, events, and a website CMS.
Are “free” nonprofit tools truly free?
Often not. Many include transaction fees or hidden costs like setup and consulting, and may limit your ability to fundraise effectively. A purpose-built solution can save time and money long term.
What free or low-cost tools does this guide highlight?
Examples include Donorbox, GivingFuel, PayPal, GoFundMe, Asana, Trello, Slack, Google Workspace, Canva, Adobe Express, Jotform, Google Forms, Zoom, Eventbrite, WordPress, Drupal, and HubSpot.
How much does Bloomerang cost and what’s included?
Bloomerang’s Giving Platform starts at $125 per month and includes unlimited users, unlimited online forms for giving and events, email marketing tools, complimentary email and chat support, and donor-focused features like Constituent Engagement Level and Generosity Score.
What donation processing fees should we expect with Bloomerang?
For the most up-to-date processing fees, please visit our pricing page.

 

Nonprofit software comparison chart

Software Category What we like Best for Potential drawbacks Pricing & fees Nonprofit eligibility required? Integrates with Bloomerang?
Bloomerang Donor Management Donor retention tools, engagement scoring, and built-in reporting that free CRMs don’t offer Growing nonprofits ready to move beyond spreadsheets or free CRMs Not a free option, may be more than very small orgs need right away Please see our pricing page
Donorbox Donor Management / Fundraising Fast checkout with UltraSwift, strong recurring donation tools, embeds easily on any website Orgs focused on recurring giving and online donation volume Platform fee on all transactions even on the free plan, limited donor management depth Free plan with 1.75% platform fee— advanced features at 2.95% No — open to all Yes — via Zapier
GivingFuel Donor Management / Fundraising Real-time analytics including traffic sources and conversion rates, solid donation page builder Small orgs that want data visibility without a monthly subscription 4.99% credit card fee is among the highest on this list, limited CRM depth $0/mo—4.99% per donation No — open to all No
PayPal for Nonprofits Fundraising Donor familiarity and trust, easy donate button setup, supports project-specific giving Orgs that need a quick, recognizable payment option with minimal setup No donor management features, not built for fundraising campaigns 1.99% + fixed fee per transaction for registered nonprofits Yes — reduced rate requires nonprofit verification No
GoFundMe Fundraising Zero platform fee to start a campaign, massive built-in audience, very easy setup Urgent campaigns, grassroots causes, and orgs new to online fundraising Limited branding control, no donor data ownership, not suited for ongoing fundraising strategy No platform fee—2.9% + $0.30 per donation No — open to all No
Asana Project Management Robust task assignment and timeline views, highly customizable workflows Teams managing multiple campaigns or programs simultaneously Free plan capped at 10 users, advanced features require paid upgrade Free up to 10 users— 50% nonprofit discount on paid plans Yes — discount requires nonprofit verification Yes — via Zapier
Trello Project Management Visual Kanban boards, Butler automation for repetitive tasks, beginner-friendly Small teams who prefer visual task management with minimal setup 10-board limit on free plan, limited reporting and admin controls Free plan available— paid plans from $5/user/mo No — open to all Yes — via Zapier
Monday.com Project Management Gantt, Kanban, and timeline views in one platform, strong mobile app Orgs running multiple concurrent initiatives who need flexible views Free plan limited to 2 users and 3 boards, pricing scales steeply Free for individuals— paid plans from $9/seat/mo No — open to all Yes — via Zapier
Slack Communication Channel-based messaging keeps conversations organized by project or team Remote or hybrid nonprofit teams that need structured async communication Message history and app integrations limited on the free plan Free plan available— paid from $7.25/user/mo No — open to all No
Google Workspace for Nonprofits Communication Full productivity suite (Gmail, Drive, Docs, Meet) free for eligible nonprofits Any nonprofit that needs email, file storage, and video conferencing in one place 30 GB storage limit per user on free plan, video meetings capped at 100 participants Free for eligible nonprofits via Google for Nonprofits Yes — requires Google for Nonprofits approval Yes — via Zapier and Gmail integration
Dropbox Sign Communication Automated signature reminders, audit trails, legally binding e-signatures Orgs that regularly send contracts, MOUs, or employment agreements No free plan, one of the pricier tools on this list From $18/mo for one user No — open to all No
Canva for Nonprofits Design Full Pro access free for nonprofits, AI tools for copy and image generation, enormous template library Any nonprofit creating social media, event, or donor communications content Nonprofit eligibility approval required, not every org qualifies Free for verified nonprofits (up to 50 users)—additional users 50% off Yes — nonprofit verification required for free Pro access No
Adobe Express Design 195M+ royalty-free stock assets, strong for video and multi-page documents like annual reports Orgs producing polished print or video materials alongside social content 250 AI credits/mo limit, steeper learning curve than Canva for beginners Premium plan free for verified nonprofits via Adobe Yes — nonprofit verification required via Adobe No
Jotform Forms Wide integration library (CRMs, payment processors, storage), fast form building Orgs that need forms to talk to other tools in their tech stack Free plan limited to 5 forms and 100 submissions/mo Free plan available— paid from $34/mo No — open to all Yes — native integration
Cognito Forms Forms No-code template builder with nonprofit-specific forms, easy custom branding Small orgs that need branded forms quickly without technical help Free plan is single-user only, 500 entry/mo cap Free for one user—paid plans from $15/mo No — open to all Yes — via Zapier
Google Forms Forms Completely free, real-time response charts, integrates natively with Google Sheets Orgs already on Google Workspace that need simple data collection Very limited design customization, not suitable for donation collection Free—included with Google Workspace No — open to all Yes — via Zapier
Google Ads (Ad Grant) Marketing $10,000/mo in free search advertising, AI optimization built in, massive reach Nonprofits with a website and a staff member or agency to manage campaigns Requires ongoing compliance (5% CTR minimum), needs active management to stay effective Free via Google for Nonprofits (501(c)(3) required) Yes — 501(c)(3) or equivalent required No
Constant Contact Marketing Email, SMS, and social in one platform, marketing automation for donor journeys Orgs running multi-channel outreach campaigns who want one tool No free plan, nonprofit discount only applies to prepaid plans From $35/mo—20–30% nonprofit discount with prepay No — open to all, discount requires nonprofit status Yes — native integration
Mailchimp Marketing Segmentation and A/B testing on free plan, integrates with many CRMs Small orgs sending regular donor newsletters with a list under 500 Free plan capped at 500 contacts and 1,000 emails/mo, support is limited Free up to 500 contacts—paid from $13/mo, 15% nonprofit discount No — open to all, discount requires nonprofit status Yes — native integration
Hootsuite Marketing Manages paid and organic social in one dashboard, social listening features Orgs actively managing multiple social platforms and tracking brand mentions No free plan, requires application for nonprofit pricing From $24.50/mo with 75% nonprofit discount Yes — nonprofit discount requires application No
Zoom Events Hybrid event tools including ticketing and virtual expo floor, widely adopted by donors Orgs hosting virtual or hybrid fundraising events and webinars Free plan limited to 40-minute meetings and 100 attendees Free plan available— 50% nonprofit discount via TechSoup Yes — discount requires TechSoup nonprofit verification No
Google Meet Events Live captions, noise cancellation, and strong accessibility features, no app download needed Orgs already on Google Workspace needing simple, accessible video calls 100-participant cap on free plan, fewer advanced event features than Zoom Free with Google Workspace for Nonprofits Yes — requires Google for Nonprofits approval Yes — via Google Workspace
Eventbrite Events Built-in audience discovery, customizable event pages, organizer app for on-site check-in Orgs hosting ticketed in-person events and wanting built-in promotion tools Free plan capped at 25 tickets, per-ticket fees add up quickly for paid events Free for free events— 3.7% + $1.79 per ticket + 2.9% processing for paid No — open to all Yes — native integration
WordPress Website CMS Most flexible CMS available, massive plugin ecosystem, SEO-friendly out of the box Orgs that want full control over their website and have some technical support Requires separate hosting and domain, ongoing maintenance responsibility Free software—hosting typically $5–$25/mo depending on provider No — open to all Yes — via plugin
Drupal Website CMS Enterprise-grade security and access controls, highly scalable for large content libraries Larger nonprofits with developer support and complex web infrastructure needs Steep learning curve, requires developer expertise to build and maintain Free—hosting and developer costs vary No — open to all No
HubSpot CMS Website CMS Drag-and-drop editor, connects natively to HubSpot CRM and marketing tools Orgs that want their website and donor/contact data in one ecosystem Free plan lacks live chat, email support, and advanced SEO tools Free plan available—paid from $20/mo No — open to all Yes — via Zapier

Best free nonprofit software for donor management

Donor management software, also known as nonprofit CRMs, are solutions that allow nonprofits to store donor information, track interactions over time, identify prospective major donors, and maintain ongoing communication with supporters.

 

 

Donorbox

Representation of Donorbox’s nonprofit software

Platform overview: Donorbox is an online fundraising platform that prioritizes increasing nonprofit revenue through donation forms that convert. Nonprofits can access a donation button they can add to their websites, along with text-to-give, peer-to-peer fundraising, crowdfunding, membership, and events features.

Top feature: Donorbox’s UltraSwift Checkout feature allows donors to quickly complete payments in just a few clicks, promoting higher conversion rates.

Fees or limitations: The Donorbox standard plan is $0/month with a 1.75% platform fee. With a 2.95% platform fee, users can access more features, like events and memberships.

GivingFuel

Donation page built with GivingFuel, a free nonprofit software platform

Platform overview: GivingFuel offers donor management and fundraising software at affordable rates. The platform contains a donation page builder, nonprofit CRM, recurring gift functionality, and more.

Top feature: Users gain insight into online traffic, transaction times, website visits by device type, and conversion rates with real-time analytics.

Fees or limitations: The starter plan is $0/month with a 4.99% credit card fee per donation.

When free donor management software isn't enough

Free tools can get a small nonprofit off the ground. But as your donor list grows and your team's time gets tighter, the gaps start to show—duplicate records, manual data entry, no retention insights, limited support. That's when a purpose-built platform pays for itself.

Bloomerang

Bloomerang’s user interface

Platform overview: Bloomerang's Giving Platform is an affordable, powerful, and easy-to-use fundraising software solution that will give you the functionality you need. You can access the full functionality of our platform starting at just $125/month.

Top features: With Bloomerang, you’ll get access to essential features like:

  • Unlimited users
  • Access to Bloomerang Learning, where you’ll find free resources and classes that are designed to help you become a more effective fundraiser
  • Unlimited online forms, including online giving and event registration pages
  • Email marketing tools
  • Complimentary email and chat support

You’ll also get exclusive features not offered by any other software solutions, like:

  • Constituent Engagement Level™
  • Constituent Generosity Score™
  • Communications Audit Tool
  • Research-backed Donor Engagement Surveys measuring donor satisfaction, commitment, trust, and intimacy
  • Sustainability Scorecard
  • Donor Retention Wheel

Because Bloomerang is built to grow with you, you’ll also have the option to upgrade to other features as you need them.

 

Want to learn more about what Bloomerang’s user-friendly, robust, and affordable nonprofit donor database has to offer? Schedule a demo to find out how your nonprofit can leverage Bloomerang’s tools to better manage and retain your donors.

Client success story: We’ve seen plenty of examples of organizations that have switched from free fundraising solutions to Bloomerang and experienced a boost to their fundraising and donor management strategies. One of those organizations is the Geena Davis Institute, which inspires how global content creators and media tell stories through authentic portrayals of the population in entertainment.

The Geena Davis Institute faced challenges with donor data and event management scattered across multiple places, making their processes chaotic and inefficient. They needed a solution to streamline their operations and enhance their fundraising efforts.

The Institute turned to Bloomerang’s Giving Platform, and the results have been transformative. With Bloomerang, they’ve been able to centralize event management, donation forms, and data tracking with ease. They were able to benefit from Bloomerang’s intuitive interface, donor-centricity, and custom field functionality.

Benefits of Bloomerang's donor management tools, as listed above

Emily Spaulding, Donor Database Coordinator at the Geena Davis Institute, shared how impactful the switch to Bloomerang has been: “Before using Bloomerang’s Giving Platform, we had our donor data ‘organized’ in various spreadsheets, emails, teammates’ brains, and CRMs. We loved how intuitive Bloomerang was to get started with. It’s easy to use, with so many customizable features. We are so pleased!”

With Bloomerang’s tools, the Geena Davis Institute has streamlined their operations and is now better positioned to achieve their mission.

View Bloomerang’s customer results page for more success stories from organizations that have made the switch to Bloomerang.

Fees or limitations: Bloomerang is committed to transparent pricing. For the most up-to-date information, please see our pricing page.

Already using another software provider? Don't stress—switching to Bloomerang is a breeze. Learn about our implementation assistance.

Top free fundraising software solutions

Fundraising software solutions are tools nonprofits can use to accept online donations and report on giving trends. These solutions give organizations a trustworthy, reliable platform to securely and quickly process donations.

PayPal

Screenshot of PayPal’s homepage

Platform overview: PayPal is an online payment processing platform. Nonprofits can use PayPal to add a donate button to their websites, create a branded donation process, send invoices, and manage payment transactions.

Top feature: PayPal allows donors to choose specific programs or projects to donate to, giving a greater sense of flexibility and control over the giving process.

Fees or limitations: There is a transaction fee of 1.99% and a fixed fee depending on the currency used.

GoFundMe

Screenshot showing GoFundMe’s nonprofit fundraising campaign search tool

Platform overview: GoFundMe is a crowdfunding platform that has helped raise over $25 billion in donations since 2010. Individuals or nonprofits can create fundraising pages to share their missions and raise many individual donations that add up over time.

Top feature: GoFundMe makes it very simple to start a fundraiser on the platform, providing an easy option for urgent fundraising needs or nonprofits just starting with fundraising campaigns.

Fees or limitations: There are no fees to start a fundraising campaign, but there is a 2.9% + $0.30 transaction fee per donation.

Ready to safely transfer your data to a new software solution? Get The Ultimate Guide to Nonprofit Donor Data Migration.

Best free project management software for nonprofits

Project management software is specialized productivity software that makes it easier for teams to collaborate on projects, set deadlines, and keep their fellow team members up to date on the status of different tasks. Nonprofits can use this software to track fundraising campaign progress or assign roles within a larger project.

Asana

Asana’s product management platform

Platform overview: Asana’s project management platform supports streamlined workflows with features like customizable project layouts, multiple ways to visualize task lists, custom labels and fields, and more. Ultimately, the platform seeks to make it easy to customize your workflow to your nonprofit’s needs.

Top feature: The tasks feature helps teams break down large projects into manageable steps with clear task owners and agreed-upon timelines.

Fees or limitations: Asana’s Personal plan for individuals and small teams is free but only allows for 10 team members to use the platform. Eligible nonprofits can receive 50% off of the Starter or Advanced plans.

Trello

Screenshot of the Trello homepage

Platform overview: Trello is another project management and productivity platform focused on giving organizations greater insight and control over their workflows, with boards, views, and templates.

Top feature: Trello’s no-code automation function, called Butler, helps ensure that tasks don’t fall through the cracks by triggering automated actions, suggesting automation based on common repetitive tasks, and integrating with other apps for cross-platform automation.

Fees or limitations: Trello’s free plan allows for up to 10 boards per workspace and 250 Workspace command runs per month.

Monday.com

Screenshot of the Monday.com homepage

Platform overview: Monday.com enables workflows based on your organization’s needs, including views like Gantt charts, Kanban, and more. Run Agile sprints, marketing campaigns, and other initiatives to support your nonprofit’s goals.

Top feature: Monday.com’s mobile app allows you to stay organized while on the go. You can create new tasks, communicate with stakeholders, and share updates across teams.

Fees or limitations: The free plan is targeted toward individuals, with a three-board and two-user limit.

Top free communication tools for nonprofits

86% of employees and executives attribute workplace failures to a lack of effective communication. Communication and messaging tools help employees get in touch quickly and efficiently to keep projects moving forward and promote accountability.

Slack

Screenshot of the Slack homepage

Platform overview: Slack is a messaging platform that enables employees to send and receive multimedia messages, including regular chats as well as audio and video clips.

Top feature: Slack’s foundational feature is channels. You can create channels for different projects, campaigns, teams, or topics. This keeps all conversations focused.

Fees or limitations: Slack’s free plan is limited to 10 app integrations and limited version and messaging histories.

Google Workspace

Screenshot of the Google Workspace information page

Platform overview: Google Workspace for Nonprofits is a flexible productivity and communication platform with multiple apps to streamline team collaboration. This includes Gmail, Calendar, Drive, Docs, Slides, Meet, and more.

Top feature: Google's Drive app is a helpful resource management solution for nonprofits. You can centralize your team’s documents, images, videos, and other resources into one accessible location. This can streamline everything from new employee onboarding to cross-team collaboration and secure file sharing.

Fees or limitations: The free plan for nonprofits is limited to 100 participants for video meetings and 30 GB of cloud storage per user.

Dropbox Sign

User interface for Dropbox Sign, a free nonprofit software tool

Platform overview: Nonprofits may need to share important documents and agreements, such as employment contracts or conflict of interest policies. Dropbox Sign enables organizations to prepare, send, sign, and track documents.

Top feature: Dropbox offers automated reminders so your nonprofit doesn’t have to chase down missing signatures.

Fees or limitations: Dropbox Sign starts at $18/month for one user and 3 TB of storage.

Best free nonprofit software tools for graphic design

Your nonprofit’s brand is an essential marketing tool—81% of consumers say brand trust is a deciding factor when determining whether to make a purchase. Graphic design tools help your nonprofit develop and distribute cohesive branded materials while staying within your budget.

Canva

Screenshot of the Canva for nonprofits information page

Platform overview: Canva is a free online graphic design tool with special features for nonprofits looking to increase brand awareness. Using Canva, you can start a new design from scratch or choose a template based on your marketing goals and needs.

Top feature: The platform’s AI solution, Magic Studio, helps kickstart the creative process by brainstorming ideas for written copy and images. The solution can even generate videos and images based on text inputs.

Fees or limitations: Canva’s free plan for nonprofits allows for one team of up to 50 users. Additional users are 50% off.

Adobe Express

Screenshot of the Adobe Express homepage

Platform overview: Adobe offers several paid graphic design tools, like Illustrator and Photoshop. Their free tool is Adobe Express, which allows users to develop everything from newsletters and presentations to videos and annual reports.

Top feature: Adobe users have access to a robust asset library of over 195 million royalty-free Adobe Stock collection photos, videos, and music.

Fees or limitations: The Adobe Express Premium Plan is free for all nonprofits. Nonprofits can have 250 generative credits per month for generative AI features like Text to image and Text effects.

Top free nonprofit software for forms

There are many moments throughout nonprofit work where a form can come in handy. Whether you need to gather volunteers’ dietary preferences for an event, ask donors for feedback, or survey your nonprofit’s staff about when they’d like to have your office Christmas party, form software can help you design the right form to gather crucial information.

Jotform

Jotform homepagePlatform overview: Jotform is a free online form builder that allows users to create forms from scratch or using a template.

Top feature: Jotform has a wide range of integrations with other software platforms, including CRMs, email platforms, payment processors, and storage apps. This enables nonprofits to seamlessly transfer data between platforms without having to fret about potential data losses.

Fees or limitations: The free plan has a five form limit and only enables 100 monthly submissions.

Cognito Forms

Cognito Forms nonprofit information page

Platform overview: Cognito Forms empowers nonprofits to create forms for gathering donations, recruiting volunteers, and soliciting supporter or staff feedback.

Top feature: The no-code, template-based form builder offers a quick and easy way to get started while still allowing your nonprofit to customize forms with your unique branding.

Fees or limitations: The free plan is limited to one user and 500 entries per month.

Google Forms

Google Forms information page

Platform overview: Google Forms is another part of the Google Workspace ecosystem. This tool enables users to build forms in just minutes, collaborate with team members to add questions, and share the forms on a website or social media.

Top feature: Analyze your data using charts that are updated in real-time. Visualize trends and patterns to make data-driven decisions.

Fees or limitations: The Workspace personal plan is free, with a limit of 15 GB per user.

Best free nonprofit software for marketing

Nonprofits use all types of platforms to spread their messages—according to the 2023 M+R Benchmarks report, nonprofits sent an average of 60 email messages per subscriber in 2022. In addition, nonprofits sent 21 text messages per subscriber per year, representing a 28% increase in volume from 2021. Social media is as popular as ever, with 99% of nonprofits on Facebook and 95% on Instagram and X (Twitter).

Nonprofits need a way to promote their missions and fundraising opportunities to a wider audience, and marketing software provides the tools needed to get the word out.

Google Ads

Google Ads information page

Platform overview: Google Ads are digital advertisements that appear across the Google ecosystem, including Search, YouTube, and Discover. These ads can help drive traffic to your website by targeting users who research topics similar to your nonprofit’s mission.

Top feature: Your nonprofit can achieve optimum performance with Google’s AI, which helps create more relevant ads that appeal to your audience and drive conversions.

Fees or limitations: Nonprofits can access $10,000 per month in free Google Search advertising via the Google Ad Grant. To maintain access to the grant, organizations must comply with regulations such as maintaining at least a 5% click-through rate each month and maintaining a high keyword quality.

Constant Contact

Screenshot of the Constant Contact homepage

Platform overview: Constant Contact is an email and digital marketing platform that meets users at their level, whether they’re just starting out or at an advanced level. In addition to support for email campaigns, nonprofits can also use the platform to launch social media and SMS marketing.

Top feature: Ensure timely messages are sent with marketing automation, which helps to maintain engagement and build stronger relationships over time.

Fees or limitations: Constant Contact offers a 20% discount off standard pricing when prepaying for 6 months or a 30% discount when prepaying for 12 months. The standard pricing is $35/month and includes three users and 10 GB of storage.

MailChimp

Screenshot of the MailChimp homepage

Platform overview: MailChimp is another email marketing solution that helps organizations optimize their email campaigns with segmentation, automation, and reporting features. The platform also offers tools for managing social media, SMS, and website campaigns.

Top feature: MailChimp’s reporting and analytics tools allow users to centralize data across platforms, such as Google Analytics and Shopify sales reporting. This way, you can analyze the results of multiple campaigns side-by-side.

Fees or limitations: The platform’s free plan is limited to one user, 1,000 monthly emails, and one primary marketing audience. MailChimp also offers a 15% nonprofit discount for certain features.

Hootsuite

roduct image for Hootsuite, a free nonprofit software platform for marketing

Platform overview: Hootsuite is a social media marketing platform that integrates with multiple top social media platforms such as Facebook, Instagram, TikTok, and YouTube. Create and publish social media posts, track analytics, and monitor brand mentions.

Top feature: Take social media interactions a step further with engagement tools, which help you respond to messages from followers, comment on other posts when appropriate, and track engagement over time.

Fees or limitations: Hootsuite offers a discount of 75% with Hootsuite for nonprofits. The professional plan is $24.50/month.

Top free nonprofit software for events

81% of U.S. donors attend nonprofit fundraising events. Events are an effective way to bond with supporters, build stronger relationships, provide value to your community, and increase fundraising revenue. Explore top nonprofit solutions for virtual and in-person events.

Zoom

Screenshot of the Zoom homepage

Platform overview: Zoom is a virtual meeting platform that allows teams to collaborate and gather even when working remotely. Nonprofits can also use Zoom to livestream events, making them available to broader audiences.

Top feature: Zoom’s event platform simplifies event management with hybrid ticketing options, a mobile companion app, a virtual expo floor, and more.

Fees or limitations: Zoom’s free plan is limited to 40-minute meetings and 100 attendees. Nonprofits can access a 50% discount via Techsoup.

Google Meet

Google Meet homepage

Platform overview: Google Meet enables secure video conferencing across a variety of device types, including mobile, tablets, and desktops.

Top feature: Google Meet offers multiple ways to make video calls more accessible, such as live captions and noise-canceling features.

Fees or limitations: The free plan for nonprofits is limited to 100 participants for video meetings.

Eventbrite

Eventbrite homepage

Platform overview: Eventbrite provides online ticketing software to drive registrations. Create customizable event pages, multiple ticket types, social posts to promote events, and more.

Top feature: The Eventbrite organizer app helps event coordinators manage ticket sales, check-ins, and merchandise sales while on the go.

Fees or limitations: The free plan is limited to 25 tickets and 250 marketing emails. There are no fees for free events but a 3.7% + $1.79 service fee per ticket and a 2.9% payment processing fee per order.

Best free content management systems for nonprofits

Content management systems (CMS) are tools that enable organizations to manage content on their websites. This includes creating pages and blog posts, managing forms, enabling e-commerce, and more.

WordPress is by far the most popular content management system for all organizations, with about 43% of all websites and 60% of nonprofits using the platform. But there are many other options available—explore a few free and affordable platforms here.

WordPress

WordPress homepage

Platform overview: WordPress is a free, open-source CMS, meaning anyone can view and change the software’s code to suit their needs. Nonprofits can start a website from scratch using available templates or work with a web designer (usually the preferred method) to build a custom website tailored to their needs.

Top feature: WordPress is generally considered to be highly user-friendly, with a simple editing experience that allows even inexperienced users to upload content with ease. The WordPress Block editor is very intuitive and beginner-friendly, with added features to support search engine optimization and enhanced content readability.

Fees or limitations: The WordPress free plan offers unlimited pages and users. However, you’ll have to pay for your domain name and website host (many hosts offer free domain names). A website host is a platform that houses your website and makes it publicly available on the internet. Prices vary based on the hosting provider you choose.

Drupal

Drupal homepage

Platform overview: Drupal is also an open-source CMS that many nonprofits use to build secure, scalable websites. Drupal is considered one of the most flexible CMS platforms, with modules that expand a website’s functionality.

Top feature: Drupal offers advanced security features to keep online data safe. These features include access controls, database encryption, and frequent security patches.

Fees or limitations: Drupal is free, but it is considered a more complex CMS, meaning your nonprofit would likely benefit from working with an experienced designer to make your site look and work great. The same caveats regarding domain and hosting fees also apply.

HubSpot

HubSpot product image

Platform overview: HubSpot offers not only CMS functionality, but also CRM software, a marketing hub, commerce tools, and more. Their marketing software helps track engagement from multiple angles—conversions, website traffic, leads, new contacts, and more.

Top feature: HubSpot’s CMS features a simple drag-and-drop page editor that doesn’t require any coding or advanced technical expertise.

Fees or limitations: The free plan for HubSpot’s CMS software offers basic features but lacks added functionality like live chat and email support and advanced SEO recommendations.

Free nonprofit software disclaimer

When looking at software solutions, it can be tempting to choose a free or the cheapest option available. On one hand, this saves your team the time you’d spend researching products and determining which one is a worthy investment, as well as the money you’d spend making that investment.

There are many reasons why opting for a free fundraising solution could be tempting to your nonprofit:

  • You might be curious about the impact that paid donor database solutions can have on your nonprofit. Is it worth it to spend the money?
  • You may not see a significant difference in the features you’ll use when comparing free and paid options.
  • You may not want to change how you currently manage donors, which means you’d like to invest as little as possible in a different solution or approach to donor management.

These are all reasonable considerations. However, we’ve seen that when it comes to free fundraising software, you often get what you pay for. That means you likely won’t see the results—increased fundraising revenue, increased donor retention rate, increased average gift size—that you would likely see when using a paid solution. Plus, these free solutions can often limit your ability to fundraise effectively, costing you even more money than what you’d spend to invest in a paid fundraising software solution.

Why you might not want to choose free nonprofit software

An important thing to keep in mind when looking at free fundraising software solutions is that they often come with additional costs, meaning they’re not actually free.

Let’s take Salesforce, for example. Many of our nonprofit customers have switched from Salesforce to Bloomerang. In almost every case, customers were drawn to the fact that the Salesforce nonprofit CRM was free. However, once they started using the software solution, they realized that it was more complicated than they thought.

Often, they had to pay a consultant to help them set up their database and teach them how to use it. We’ve even heard some customers say they paid up to $15,000 to do this! Even with the consultant’s help, they had to endure a lengthy implementation period—it was months before the system was set up.

As you can imagine, customers ultimately ended up paying more money and spending more time than they would have if they had just invested in a dedicated donor database like Bloomerang Giving Platform.

Now let’s look at Excel, which a lot of nonprofits initially use to track their data.

Although it may seem like this is an easier way to manage data, it comes at the cost of the following drawbacks:

Drawbacks of free nonprofit software (listed below)

  • Security: What happens if your computer is stolen and someone gains access to all of that donor data?
  • Features: You’ll likely need to invest in other software solutions to send emails, collect online donations, etc., which will make it harder to organize and sync your data.
  • Accessibility: It may not be easy to share the sheet with others at your organization. And, the more people you share the spreadsheets with, the more potential security risks there are.
  • Support: There’s no one readily available to help answer your questions or fix something if you have an issue with the program.

Based on what our customers tell us, it’s often better to seek out an affordable paid solution built specifically for nonprofits.

Access unlimited users, donor engagement tools, a mobile app, and more—all for one affordable price. Learn More About Bloomerang.

 

Additional free nonprofit software resources

Now that you’ve reviewed the pros and cons of no-cost fundraising tools, as well as a few top options, you can determine which solutions are worth it for your organization.

Looking for more information about nonprofit software? Learn more about how to make the most of the top nonprofit software solutions available to you with the help of these resources:

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Deck The Halls With Donor Appreciation: Holiday Gifts To Donors https://bloomerang.com/blog/deck-the-halls-with-donor-appreciation-holiday-gifts-to-donors/ https://bloomerang.com/blog/deck-the-halls-with-donor-appreciation-holiday-gifts-to-donors/#respond Fri, 08 Dec 2023 10:00:00 +0000 https://bloomerang2dev.wpengine.com/?p=106511 A nonprofit CEO, Dorethea, asks, “Should I send holidays gifts to donors?” Well, Dorethea, it depends on what type of gift and which donor segment (small, mid-size, or major givers) you have in mind. It also depends on your previous conversations or donor surveys. A gift can work to your advantage, but it can also […]

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A nonprofit CEO, Dorethea, asks, “Should I send holidays gifts to donors?”

Well, Dorethea, it depends on what type of gift and which donor segment (small, mid-size, or major givers) you have in mind. It also depends on your previous conversations or donor surveys. A gift can work to your advantage, but it can also work against you.

Dorethea was asking about sending gifts to her major donors. What defines a major donor varies. An easy way to define your major donors is to look at the range of giving from the top 20% to 30% of your donor base. In this case, Dorethea’s major giving range was $35,000 to $125,000, and she had 52 donors in that range. However, others may want to know about smaller giving donor segments, and whether they should receive gifts too–what we in fundraising call “premiums.” I’ll start there.

Donor premiums

Donor premiums are usually small gifts offered in exchange for donations. Think bumper stickers, coffee mugs, or tote bags. They seem like a great way to acknowledge supporters and turn them into regular givers.

Donor premiums can be a smart part of your fundraising strategy. However, it’s not as simple as it appears.

Not all holiday gifts to donors raise more

A Yale study in The Journal of Economic Psychology explains the counterintuitive effects of thank-you gifts on charitable giving. They focused on small gifts–pens, coffee mugs, or tote bags for example–offered as thank-you gifts to solicit charitable donations. They define “thank-you” gifts as low-value, non-monetary gifts offered to individuals who donate to the charity. You make the donation, you get a small token gift.

Their study describes a series of experiments that showed–contrary to expectations–that rewarding contributors actually cuts donations in most circumstances. The Yale researchers who conducted the study, George Newman, and Jeremy Shen, found that the most probable reason for the negative effect on contributions was that the gift activated a feeling of selfishness in donors, which, in turn, reduced altruism and cut the average donation.

Premiums may actually decrease charitable giving by reducing response rates and total dollars raised. They can change the mental calculus for the best donors and transform them from high-quality, high-motivation donors to non or lower giving donors. In some cases, the extrinsic motivator–the premium — isn’t nearly good enough to match or exceed the intrinsic motivation, the altruism of giving.

The lesson is that quality matters more than quantity. A powerful personal note that makes it to your donor’s fridge is worth 100 tote bags that end up in the trash.

A smallish premium can reduce a donor’s intrinsic motivation and ironically suppress giving. Premiums tend to be most effective for non-donors and, in some cases, lapsed donors. Doesn’t that make sense, given that those donors often have low engagement? Premiums, generally, are best used to boost donor acquisition by “sweetening the deal” so to speak. Some say that for your existing, active donors, there’s less of a reason to make a special offer because they’re already engaged. Should you do away with donor premiums? Not necessarily. Consider these examples of what works before you decide.

What gifts works?

The Yale study found that when nonprofits connected the premium with their mission, there was no reduction in gift size. For example, instead of saying, “If you donate, you’ll get a free tote bag,” frame the premium as an opportunity for the donor to help spread awareness. Explain to the recipient that a tote bag, bumper sticker, or coffee mug can be a conversation starter with someone who might be interested in supporting the cause. Think of all those bumper stickers you just couldn’t bear to throw out.

By connecting the premium to your mission, you encourage donors to advocate for your organization while letting them enjoy the gift. The negative effect found in the study took place when organizations offered the premium upfront as an incentive to donate. Since an unanticipated “thank-you” gift cannot create a feeling of selfishness, it presumably does not crowd out altruistic feelings.

Ask the donor

Consider giving major donors reasonable gifts that will resonate with their values. You may know, for example, that a major donor would welcome a certain type of gift because you have a relationship with them or your organization asked them in a donor survey. In a conversation you can ask, “At year end, we’d like to send you a token of our appreciation that reflects who we are. It’s generally a book related to our mission or a handmade craft produced by our clients. Is that okay? Yes or No.” Then you can record their answer in the donor’s record for future reference.

Examples of gifts that work

  • As part of their year-end drive, The Fellowship of Reconciliation, a nonprofit organization, sent one major donor a book on the life of Dr. Martin Luther King. It contained a handwritten note from the Executive Director asking if they could set a time to talk. In reading the book, that donor could recall why their membership in the Fellowship was so important, and happily agreed to the call.
  • The esteemed philanthropist, David Rubenstein, asked an Executive Director whether they wanted a copy of his important book, How to Lead. The ED was thrilled to be asked and responded, “Yes” immediately. While not raising funds, David intended to contribute to that nonprofit sector’s public education, a noble goal.
  • The international nonprofit, Bread for the World, asked a donor for their input on the organizations holiday card designs. The donor appreciated being asked. There were six designs, and they could pick three. When their year-end appeal comes, that donor always contributes.
  • Without asking, the ACLU sent one donor a copy of the U.S. Constitution. They wre very moved. But in this case, that door was already a declared legacy donor, so they knew they had a supporter.

Lastly, there’s giving the gift of a real relationship. It’s probably the most valuable gift you can give. It starts with regular phone calls to the donor, occasional Zoom meetings, and handwritten notes.

All of these examples convey the values of the nonprofit, and all were winners.

Have you sent holiday gifts to donors? What gifts have worked or do you think will work for your donors? Let us know in the comments below.

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Unlocking the Power of a Donor Thank You: Feeding America’s Approach https://bloomerang.com/blog/unlocking-the-power-of-a-donor-thank-you-feeding-americas-approach/ https://bloomerang.com/blog/unlocking-the-power-of-a-donor-thank-you-feeding-americas-approach/#respond Mon, 30 Oct 2023 13:00:00 +0000 https://bloomerang2dev.wpengine.com/?p=104673 Thanking donors well is an essential aspect of fundraising that is often done just once—when the donor makes a gift, or, worse, it’s overlooked entirely. Aaron LaMonica-Weier, Sr. Manager, Direct Marketing Fundraising Services, long-time staff of the national nonprofit Feeding America, knows better. Aaron and his team have designed a donor thank-you process that’s an […]

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Thanking donors well is an essential aspect of fundraising that is often done just once—when the donor makes a gift, or, worse, it’s overlooked entirely. Aaron LaMonica-Weier, Sr. Manager, Direct Marketing Fundraising Services, long-time staff of the national nonprofit Feeding America, knows better. Aaron and his team have designed a donor thank-you process that’s an ongoing practice integrated into the fundraising culture at Feeding America. Aaron knows that by creating a donor experience that goes beyond one transaction, you can inspire a deeper connection that will impact your mission for years to come.

Feeding America’s mission is to advance change in America by ensuring equitable access to nutritious food for all. They support a network of 200 food banks and 60,000 food pantries and meal programs nationwide. Many of their partnerships respond to food insecurity concerns and disaster relief efforts. Their network reaches children, seniors, and families no matter where they live or spend time.

They seek “an America where no one is hungry.”

Aaron and his team provide technical support for the fundraising and direct marketing efforts of the agency partners, especially to support the 200 food banks.

Aaron stressed how varied the food banks are: “Food Banks are not just how we’ve always thought of them, they are customized by region.” For example, he recently visited the San Antonio Food Bank located in San Antonio, TX. There, they welcome local hunters to donate specific, legally tagged, wild game meat, including deer, and they’ve designed an FDA-approved butchering process to package the meat for community members who select that food option. “It’s popular,” Aaron shared.

Feeding America, originally founded in 1979 as a faith-based organization, is headquartered in Chicago, IL, a central hub of the food industry. In 2021 it had an annual budget of $4.1 billion with net assets of $578 million. Founder John van Hengel developed the concept of food banking when he was a soup kitchen volunteer. The Feeding America National Organization relies on individual, corporate, and foundation support. Charity Navigator has awarded Feeding America a four-star rating for ten consecutive years. More than 98% of all donations go directly to feeding programs for people facing hunger.

Feeding America’s donor thank-you process

Here are the guiding principles for Feeding America’s donor thank-you process:

  • Make the thank you as personal as possible, within scale.
  • Send a series of automated email thank yous—starting with the one sent immediately after a donor makes a gift online—expressing thanks and encouraging engagement. “A thank you received a month after donating is not good,” says Aaron. “Instead, the email series is an opportunity to go deeper into donor relationships.” For each subsequent message, the Feeding America team will:
    • Customize the automatic email confirmation message to make it more personal and heartfelt, going beyond a simple acknowledgement.
    • Address the donor by name, explain how their contribution will make a difference, and consider including a short video featuring a beneficiary expressing gratitude. They usually send three emails over ten days. One of those emails will be an invitation to become a monthly donor/sustainer. They draw from an archive of videos and pictures to insert in the series that they also make available to their members.
  • Refine donor segments to align with the communication as much as possible.
  • Include specifics about the program that their donation funds.
  • Make sure that the donation experience is both personalized and consistent for the donor across Feeding America and its member agencies.
  • Make use of a New Donor Welcome Kit that contains sample content. Having a special packet for first-time donors that includes personalized thank-you notes, information about your organization’s impact, and future engagement opportunities is a best practice. One example of a new donor outreach email focuses on families that recently moved into an area served by one of their member agencies: the family receives a welcome email from Feeding America with community resources listed in it, but no request for financial support. Another example of engagement is when Feeding America asks its volunteers to sign cards to include in a new student backpack that a pantry is distributing.

Aaron pointed out that, “While the national Feeding America office provides guidance on which components the donor thank-you process should contain, there are 200 different thank you processes unique to each of the 200 food banks, and that’s just fine because each member of the Feeding America network is independent.”

Aaron also knows that constant quality improvement must be included in all their work as there’s always room for improvement.

When asked about the ultimate point of paying attention to the donor thank-you process, Aaron said, “Retention. Thanking a donor well increases donor retention multiple times. There’s nothing better than that.”

Taking a multi-pronged approach to nonprofit marketing

Feeding America advises using a multi-pronged direct marketing approach that includes and integrates direct mail, personal phone calls (including telemarketing), texting, and video.

Multichannel coordination is essential so that the donor isn’t sent competing messages. Aaron points out that only 34% of their food banks have a staff focused on digital services, but 85% work with a direct marketing vendor.

Aaron defines digital as integrating the website donation page, with digital paid ads, organic social media, with occasional infusions of peer-to-peer giving. While Artificial Intelligence (AI) is being developed for use in fundraising, most food banks have yet to integrate it into their strategies.

Direct mail had been Feeding America’s top revenue source, and while it continues to perform well, digital giving surpassed direct mail during the COVID-19 pandemic. We asked Aaron about Feeding America’s current commitment to direct mail. He said, “Direct mail’s role is changing, and how we use it is shifting and adapting to the power of online giving. Feeding America’s direct mail performance has stayed consistent, while digital has grown faster. But it’s the mail piece that often drives people to give online, so it’s all connected.”

All of these intersections make it possible for Feeding America to streamline their direct marketing efforts.

Aaron has been in regular discussions with Feeding America network food banks about adding a QR code to the direct mail exterior envelope in case the donor doesn’t even want to open the piece.

Texting donors is a more customized approach, so Aaron taps network members directly to learn more about their readiness for texting before sharing his guidance with them.

Most Executive Directors in the network make regular calls to their top donors, a practice encouraged by the national office. They also make sure to optimize their partner agency website giving page. And they often feature monthly giving programs during year-end giving drives to boost giving, and work toward more predictable and reliable income flows.

Overall, Aaron’s approach is to meet partner agencies where they are, but not leave them there if there is a reasonable path forward to advance their fundraising efforts.

Donor thank-you best practices

Here are other best practices to thank and inspire your donors:

  1. Reach out personally: Make it a priority to personally thank your donors within 24-48 hours of receiving a donation either with a phone call or a handwritten note. Regardless of the size of the gift, every donor should receive a handwritten note to show your sincere appreciation. Many direct mail houses offer a handwritten note service that is genuine and effective.
  2. Engage your board members and clients: Involve your board members and clients in the thank-you process. At the end of each board meeting, allocate time for members to write and sign thank-you cards. You can keep generic cards on hand, ready to personalize with the recipient’s name. Similarly, encourage clients to participate in creating thank-you cards.
  3. Organize a designated thank-you team: Establish a team responsible for thank-you calls and notes to ensure consistent follow up. This team should include board members who are committed to reaching out to donors promptly. When a gift comes in, the team member receives the donor’s details and a script to guide the conversation.
  4. Send holiday greetings: Send holiday postcards or email messages, including for New Year’s, Valentine’s Day, Easter, Fourth of July, Thanksgiving, and the year-end holiday season.
  5. Use eNewsletter communications: Create an eNewsletter to regularly communicate with your donors. Share success stories and accomplishments, demonstrating the impact of their contributions on your clients. Shorter copy that tells a moving story is best.

Working in the food and hunger nonprofit industry

We asked Aaron what he thought about the field he works in, he said, “I’m inspired and impressed with the food support networks that exist. They’re creative, and they care about their communities. In every shared resource, they aim not just to make a difference, but to make a lasting impact.”

“We are actively feeding America!”

Aaron wanted us to remind you that by thanking donors for their gifts, you can increase supporter engagement with other opportunities, like volunteering, gala events, or in-kind donations.

We know from research that donors who feel appreciated will be more likely to champion your cause to their friends, family members, and other social connections. And that can only increase awareness for your mission and work.

What’s your experience unlocking the power of a donor thank you? Let us know in the comments below.

The post Unlocking the Power of a Donor Thank You: Feeding America’s Approach appeared first on Bloomerang.

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