Strategy/Planning Archives | Bloomerang https://bloomerang.com/topic/strategy-planning/ Wed, 15 Apr 2026 15:53:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 The 5 Silent “Revenue Killers” Stalling Your Mission—And How to Fix Them https://bloomerang.com/blog/revenue-killers-stalling-your-mission-and-how-to-fix/ https://bloomerang.com/blog/revenue-killers-stalling-your-mission-and-how-to-fix/#respond Fri, 03 Apr 2026 18:25:46 +0000 https://bloomerang.com/?p=148981 A lack of passion isn’t what holds most nonprofits back. Nonprofits are working harder than ever—yet revenue growth remains inconsistent. The issue isn’t effort. It’s hidden friction inside fundraising systems that quietly limit growth. Many nonprofits face the same patterns: low first-time donor retention, stagnant gift sizes, underperforming recurring programs, and technology that slows teams […]

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A lack of passion isn’t what holds most nonprofits back. Nonprofits are working harder than ever—yet revenue growth remains inconsistent.

The issue isn’t effort. It’s hidden friction inside fundraising systems that quietly limit growth.

Many nonprofits face the same patterns: low first-time donor retention, stagnant gift sizes, underperforming recurring programs, and technology that slows teams down instead of accelerating results.

These aren’t isolated issues—they’re signals your fundraising system isn’t working as one.

The good news? These stalls are identifiable and fixable. In this guide, we’ll explore five common fundraising growth barriers, how to recognize them, and what steps can help your organization move forward.

The 5 revenue stalls for fundraising

1. The first-time donor “retention gap”

According to the Fundraising Effectiveness Project, first-time donor retention averages at just 14%.

This means that for every ten new donors your organization acquires, nearly nine of them will never give again. Without strong follow-up engagement, donor acquisition becomes a cycle that consumes time and resources without creating long-term growth. This doesn’t just impact retention—it also limits gift growth and recurring conversion. This not only harms donor retention but also restricts gift growth and the conversion of one-time gifts into recurring donations.

The hidden revenue gap

Ultimately, you’re missing out on a lot of money, and long term, those losses compound into a greater financial loss. For example, organizations using Bloomerang have reported first-time donor retention rates as high as 52%,1 meaning you’re missing out on hundreds or even thousands of donors and potentially tens of thousands of dollars over 5 years.

Want to see how much you’re losing out on? Plug in your numbers with our ROI calculator!

2. The “median gift” stagnation trap

The 2025 M+R Benchmarks report found the average one-time gift to be $126.

If your median gift size isn’t growing, your donation experience could be limiting generosity. Unoptimized donation forms, lengthy checkout flows, or static ask amounts can unintentionally cap giving potential.

The hidden revenue gap

If your standard gift size is plateauing, you’re losing out on potential income. Bloomerang customers see an average one-time gift of $166—and up to $191 for larger organizations,2 and those dollars you’re missing add up to some major revenue loss for your mission.

3. The recurring giving “value leak”

According to the 2025 M+R Benchmarks report, the average monthly donation is $24.

Recurring donors are a source of sustainable support you can cultivate. However, many platforms unintentionally limit monthly gift size through default donation levels or unclear giving options.

The hidden revenue gap

Having recurring donors is great—but missing out on revenue can prevent your nonprofit from growing. For instance, Bloomerang customers report an average of $38 per monthly gift.3 What could you do with 58% more each month from your recurring donors?

4. The “legacy tech” growth tax

The Fundraising Effectiveness Project report found that mid-sized nonprofits ($250K–$1M revenue) experienced −0.5% median revenue growth.

Your software can be a big contributor to stunting your growth. Outdated fundraising systems often create hidden costs—requiring your staff to spend more time managing data, exporting reports, and fixing workflow issues instead of building donor relationships.

The hidden revenue gap

Spending more on software can cost your mission hundreds and thousands of funds every year. Similar nonprofits using the Bloomerang Giving Platform 9.5% annual growth4—highlighting a lot of revenue left on the table for other organizations.

5. The “fragmented platform” growth gap

Many nonprofits rely on a patchwork of tools: one system for CRM, another for donations, another for volunteer management. These disconnected systems prevent organizations from seeing the full donor journey—from volunteer activity to event participation to giving history.

Without that context, engagement strategies become fragmented and less effective as opportunities get lost between systems and data silos, resulting in a measurable decline in year-over-year revenue.

The hidden revenue gap

How much are data silos and unconnected tools costing your nonprofit? The answer may surprise you. For example, organizations leveraging the full Bloomerang platform see an grow around 1.5x the rate5 compared to customers using only two products of the platform. That’s thousands of dollars in potential income loss.

The answer isn’t five strategies—it’s one unified system

Each of these “revenue killers” may look like separate problems—but they all stem from the same root issue: disconnected systems and manual processes.

When donor data, giving experiences, and engagement workflows operate in silos:

  • New donors aren’t followed up with consistently
  • Gift amounts stay static
  • Recurring programs underperform
  • Staff spend time managing tools instead of building relationships

Fixing each issue individually can create incremental improvements—but it doesn’t eliminate the underlying friction. Sustainable growth requires a system that works as one.

A unified system doesn’t just fix individual problems—it systematically removes the friction causing them. The result: every part of the fundraising system reinforces the others—turning isolated improvements into compounding growth.

What is the long term impact? 

Over five years, this difference compounds significantly. Nonprofits using the full Bloomerang platform experience roughly 70% cumulative revenue growth, demonstrating how unified systems can accelerate fundraising momentum.

1. Transform your retention gap with lifecycle automation

With a unified platform like Bloomerang, every new donor triggers an automated journey:

  • Immediate, personalized acknowledgment
  • Timely impact follow-up
  • Targeted second-gift ask

This ensures consistent stewardship without relying on manual intervention—directly improving retention rates.

2. From gift stagnation to dynamic giving optimization

Giving experiences adapt in real time when you use a unified giving platform:

  • Suggested amounts adjust based on donor behavior
  • Forms are simplified to reduce friction
  • Express donation options reduce drop-off

This removes barriers to generosity and increases average gift size.

3. Transform your value leak into structured upgrade paths

Recurring giving is built into the system—not treated as an afterthought:

  • Monthly giving is promoted as a primary option
  • Annual impact is clearly communicated
  • Donors are prompted to upgrade over time

This increases both participation and long-term donor value.

4. Move from legacy tech to workflow automation

With a unified system, manual processes are replaced with automation:

  • Data flows seamlessly across tools
  • Reporting is generated automatically
  • Staff time shifts from administration to donor engagement

This reduces operational drag and improves team efficiency.

5. Replace fragmentation with a 360-degree donor view

One unified giving platform means all your engagement data lives in one place, including:

  • Giving history
  • Event participation
  • Volunteer activity

This creates a complete picture of each donor, enabling more relevant and effective outreach.

Final thoughts

Fundraising growth rarely stalls for a single reason. It’s often the result of multiple small inefficiencies: low retention, flat gift sizes, underperforming recurring programs, and disconnected systems.

Fortunately, these obstacles can be overcome through a combination of effective strategy, strong stewardship, and appropriate technology. Genuine, sustainable growth isn’t about fixing individual issues in isolation—it comes from eliminating the disconnects and friction points between your fundraising efforts. When your fundraising functions as a unified system, every positive change amplifies the others, transforming modest improvements into sustained, long-term revenue momentum.

Additional resources

Data Validation

1 Organizations using Bloomerang have reported first-time donor retention rates as high as 52% for nonprofits under $100K in revenue, and around 45% for organizations in the $1M–$10M range, demonstrating the impact of strong donor relationship management.

2 Bloomerang customers report an average one-time gift of $166. For larger organizations ($1M–$10M in revenue), average gifts rise to $191, significantly exceeding industry averages.

3 Bloomerang data shows nonprofit customers between $100K and $10M in revenue averaging $38 per monthly gift, approximately 58% higher than the industry average.

4 Organizations in the same mid-sized revenue segment using the Bloomerang Giving Platform report 9.5% annual growth, outperforming the industry. Nonprofits switching from other platforms see even greater growth with Blackbaud eTapestry users switching to Bloomerang have reported average revenue growth of 98% in their first year.

5 Nonprofits using the full Bloomerang Giving Platform experience an average yearly revenue increase of 11.14% compared to those using only a single product. This means organizations using the complete platform grow 1.5× faster than those using only two products.

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The Ultimate Guide to Nonprofit Conferences in 2026: Every Major Event by Month https://bloomerang.com/blog/ultimate-guide-to-nonprofit-conferences/ https://bloomerang.com/blog/ultimate-guide-to-nonprofit-conferences/#respond Thu, 29 Jan 2026 23:46:38 +0000 https://bloomerang.com/?p=146247 When nonprofits gather, purpose multiplies. Nonprofit conferences in 2026 are packed with the kind of learning, connection, and inspiration that can move your mission forward faster and with more confidence. Whether you’re leading a grassroots organization or steering development at a national nonprofit, these moments away from the day-to-day create space for sharper strategy, smarter […]

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When nonprofits gather, purpose multiplies.

Nonprofit conferences in 2026 are packed with the kind of learning, connection, and inspiration that can move your mission forward faster and with more confidence. Whether you’re leading a grassroots organization or steering development at a national nonprofit, these moments away from the day-to-day create space for sharper strategy, smarter fundraising, and renewed energy for the work ahead.

This guide brings together the most impactful nonprofit conferences across 2026—from fundraising powerhouses and technology summits to leadership forums and sector-specific gatherings. It’s built for fundraisers, executive directors, board members, marketers, and nonprofit leaders who want to plan conference attendance with intention and get real returns on their time and budget.

The short answer:

Nonprofit conferences are structured opportunities for education, networking, and innovation. In 2026, they happen year-round, with peak seasons in spring (March–May) and fall (September–October), offering continuous chances to sharpen skills, strengthen donor relationships, and push purpose higher.

By the end of this guide, you’ll have:

  • A complete month-by-month calendar of major nonprofit conferences in 2026
  • Clear criteria for choosing events that match your role and goals
  • Smart budgeting tips to stretch professional development dollars
  • Networking strategies that turn quick chats into lasting partnerships
  • Practical frameworks for turning conference inspiration into real fundraising results

Nonprofit conferences FAQ

How do I choose the right nonprofit conference?

Start with alignment. Ask:

  • What are our organization’s current goals?
  • What skills or knowledge gaps do we need to fill?
  • Which conferences offer relevant sessions and peer connections?

The best conference is the one that meets your mission where it is right now.

What are the top nonprofit conferences to attend in 2026?

Some of the most widely recognized nonprofit conferences include:

These events are known for practical learning and real-world application.

How can I get the most value from a nonprofit conference?

To maximize your ROI:

  • Set clear learning objectives before attending
  • Review the agenda and prioritize key sessions
  • Plan intentional networking conversations
  • Capture takeaways and follow up after the event

Learning sticks when insights turn into action.

Do nonprofit conferences offer professional development credits?

Yes. Many major conferences—including AFP ICON and NTC—offer:

  • Continuing education credits
  • Professional development hours
  • Digital badges or certificates

These support career growth and demonstrate ongoing learning.

What topics do nonprofit conferences usually cover?

Typical conference topics include:

  • Fundraising strategy and donor retention
  • Digital and online fundraising
  • Nonprofit marketing and storytelling
  • Leadership development and governance
  • Corporate partnerships and matching gifts
  • Technology, data, and CRM strategy
  • Diversity, equity, and inclusion (DEI)
Can conferences help nonprofits build corporate partnerships?

Yes. Conferences like Engage for Good and matching gift–focused events:

  • Connect nonprofits with corporate philanthropy leaders
  • Share best practices for employee giving and partnerships
  • Help organizations unlock new revenue streams
How much do nonprofit conferences cost?

Costs vary based on format and event size:

  • Virtual conferences: free to low cost
  • In-person conferences: typically several hundred to $1,000+

Money-saving tips:

  • Register early
  • Use member discounts
  • Apply for scholarships
  • Consider regional events
Where can I find dates for nonprofit marketing and fundraising conferences?

The most reliable sources are:

  • Official conference websites
  • Nonprofit industry newsletters
  • Curated month-by-month conference guides

Planning early helps secure better pricing and availability.

What should I bring to a nonprofit conference?

Come prepared with:

  • Business cards
  • A notebook or digital note-taking tool
  • A short description of your organization
  • A clear plan for sessions and networking

Preparation makes connection easier and learning stickier.

Need help planning your nonprofit conference calendar for 2026?
Explore our month-by-month nonprofit conference guide to plan with confidence.

Because when nonprofits invest in learning and connection,
more impact—and more joy—is always within reach.

What are nonprofit conferences, and why do they matter?

Nonprofit conferences are curated gatherings designed to accelerate learning, spark new ideas, and connect people who care deeply about impact. They’re where best practices are shared, challenges are tackled together, and innovations move from “interesting” to “implemented.”

For nonprofit professionals juggling tight timelines and even tighter resources, conferences compress years of learning into just a few days. One well-chosen event can deliver dozens of expert-led sessions, fresh perspectives from peers, and connections that continue paying dividends long after you’re home.

Types of nonprofit conferences

Fundraising conferences

Focused on donor acquisition, retention, major gifts, digital campaigns, and relationship-based fundraising. AFP ICON is the flagship event here—bringing together fundraisers ready to deepen engagement and raise more.

Nonprofit technology conferences

Centered on CRMs, data strategy, automation, and emerging tools. The Nonprofit Technology Conference (NTC) is the go-to for organizations looking to turn insight into action.

Leadership summits

Designed for executive directors, senior staff, and board members. These events dive into governance, strategic planning, and building cultures of generosity.

Sector-specific conferences

From healthcare and higher education to arts, faith-based, and social services, these gatherings blend universal fundraising principles with tailored case studies and peer learning.

Knowing which category fits your role makes conference selection clearer—and far more effective.

Virtual, in-person, or hybrid?

In-person events shine when it comes to relationship-building, serendipitous conversations, and immersive learning. If networking is a top goal, being there matters.

Virtual conferences lower costs and increase access—ideal for focused, tactical learning or smaller teams.

Hybrid formats offer the best of both worlds: key staff attend in person while others join virtually, often with on-demand sessions extending the value.

Your budget, goals, and team capacity should guide the choice, but for cornerstone events like AFP ICON or GiveCon, in-person attendance often delivers the biggest impact.

Strategic conference planning

The most successful conference plans start with clear priorities. Consider these areas before looking at the calendar:

Budget with intention

Conference costs add up quickly—registration (typically $400–$1,200 for major national events), travel, lodging, and time away. Early-bird pricing (often saves 15–25% on fees), member discounts, scholarships, and virtual options (typically cost 40–60% less) can significantly reduce expenses. Treat professional development as a strategic investment, not a nice-to-have.

Align with real goals

Choose conferences that directly support what your organization needs next—whether that’s building a major gifts program, launching digital campaigns, or strengthening leadership capacity. Set learning objectives before you register, not after you arrive.

Multiply the impact

Sending two people to one event can be more powerful than sending one person to many. Divide and conquer sessions, then share insights with the full team through structured debriefs.

The 2026 nonprofit conference calendar

Month-by-month conference breakdown

Month Major Conferences Focus Areas
January Virtual User Conferences, AFP Chapter Events Annual planning, CRM optimization
February Corporate Philanthropy Summit, Faith & Fundraising Conference Corporate partnerships, faith-based giving
March Nonprofit Technology Conference (NTC), Regional Fundraising Summits Nonprofit tech, digital fundraising
April AFP ICON, Workplace Fundraising Summit, Engage for Good Comprehensive fundraising, matching gift fundraising strategy
May GiveCon, Sector-Specific Conferences Fundraising innovation, donor engagement strategies
June Summer Leadership Retreats, Grant Writing Workshops Leadership development, grant funding
July Bridge Conference, Mid-Year Strategic Summits Cross-sector collaboration, strategic planning
August Regional Nonprofit Conferences, Volunteer Management Events Local networking, volunteer programs
September Nonprofit Innovation & Optimization Summit, Social Innovation Summit Nonprofit innovation, impact measurement
October Generosity Xchange, Nonprofit Storytelling Conference Generosity culture, practical strategies
November Cause Camp, Year-End Planning Summits Storytelling, campaign preparation
December Leadership Planning Retreats, Virtual Year-End Events Strategic planning, reflection

January 2026

January 2026 starts strong with virtual user conferences from top CRM and fundraising platforms, giving nonprofit professionals the tools and confidence to make the most of their technology and plan smarter campaigns. AFP chapter events add a local spark, bringing fundraisers together for community-driven learning and connection.

February 2026

February brings nonprofits and corporate partners together with conferences like Double the Donation’s Nonprofit Corporate Volunteer Engagement Summit, which focus on corporate philanthropy, matching gifts, and employee engagement. These events help organizations unlock workplace generosity and build partnerships that grow giving. Faith-based giving conferences add heart and alignment, supporting religious and faith-affiliated nonprofits as they connect fundraising strategies to the values that inspire their communities.

March 2026

March kicks off the beginning of peak conference season. The Nonprofit Technology Conference (NTC)—the annual nonprofit technology conference—gathers thousands of nonprofit professionals ready to turn technology into momentum, with deep dives into digital fundraising, CRM strategy, and data-driven decision-making. Regional fundraising summits round out the month, offering intensive hands-on training to help nonprofit fundraisers gear up for spring and summer campaigns.

April 2026

April shines bright with AFP ICON, the Association of Fundraising Professionals’ flagship conference and one of the best nonprofit conferences for comprehensive learning experiences in the sector. This premier event offers inspiring keynote sessions, interactive sessions, and networking events that connect nonprofit fundraising professionals with industry leaders. The Workplace Fundraising Summit focuses on practical insights into matching gift fundraising, corporate partnerships, and employee giving programs that unlock new revenue potential. Rounding out the month, Engage for Good brings nonprofits and purpose-driven brands together to explore cause marketing, corporate social impact, and partnerships that do more good—together.

May 2026

May centers on GiveCon, the must-attend fundraising conference for nonprofit professionals ready to level up with innovative solutions and sharpen donor engagement strategies. GiveCon brings together nonprofit executives, fundraising professionals, and community builders for hands-on workshops, collaborative learning, and expert-led sessions covering the latest trends in fundraising and marketing. Attendees exchange ideas with fellow nonprofit professionals, gain practical tools for monthly giving programs and fundraising campaigns, and leave with actionable strategies ready to put fresh ideas to work just in time for late-summer and fall fundraising success.

June 2026

June slows the pace and shifts toward summer leadership retreats that equip nonprofit leaders with space to strengthen strategy, sharpen governance skills, and reconnect with long-term vision. Grant writing workshops offer focused, skill-building opportunities for organizations ready to grow foundation support. These smaller gatherings prioritize depth, reflection, and meaningful progress.

July 2026

July invites collaboration across sectors. The Bridge Conference brings together nonprofit and corporate professionals to spark new partnerships and shared solutions. Mid-year strategic summits offer a valuable pause point—helping organizations assess progress, celebrate wins, and recalibrate fundraising strategies for a strong second half of the year.

August 2026

August keeps learning close to home. Regional nonprofit conferences provide accessible professional development for teams that can’t travel far, while still delivering big ideas and peer connection. Volunteer management conferences support the nonprofit professionals who power engagement on the ground, offering fresh approaches to recruiting, coordinating, and celebrating volunteers.

September 2026

September reignites the conference season with renewed focus and ambition. The Nonprofit Innovation & Optimization (NIO) Summit centers on efficiency, innovation, and measuring what matters most. The Social Innovation Summit attracts nonprofit executives and social enterprise leaders exploring earned revenue, systems change, and bold approaches to impact.

October 2026

October celebrates the heart of giving. Generosity Xchange dives into the psychology and culture of generosity through thought-provoking keynote speeches and breakout sessions. October also turns storytelling into strategy. The Nonprofit Storytelling Conference offers nonprofit marketing and communications professionals the narrative skills that inspire generosity and drive results.

November 2026

November looks ahead to the next year. Cause Camp (Fall 2026 dates TBD) offers hands-on workshops and educational sessions, delivering practical workshops and creative strategies for nonprofit professionals eager to refresh fundraising campaigns and donor engagement in the new year. Additionally, year-end planning summits help organizations finalize December campaigns and confidently prepare for upcoming fundraising efforts.

December 2026

December closes the year with intention. Leadership planning retreats and virtual end-of-year events create space for reflection, learning, and forward planning. These gatherings help nonprofit leaders celebrate progress, capture lessons learned, and prepare for the next annual conference cycle—energized and ready to keep pushing purpose higher.

Not every conference is for every role—and that’s a good thing. Prioritize events that match your organization’s strategic focus and each team member’s strengths. Governance-focused summits can be a game changer for board leaders, while frontline fundraisers often see the biggest wins from tactical, action-oriented conferences like GiveCon.

Common conference challenges—and how to beat them

“We don’t have the budget.”
Prioritize one high-impact event, then supplement with virtual or regional options.

“Leadership wants ROI.”
Track goals, contacts, and implemented ideas. Share a simple post-conference report.

“It’s overwhelming.”
Plan your agenda in advance. Capture three takeaways and one action item per session.

Your next steps

Nonprofit conferences in 2026 are catalysts. When chosen strategically and followed by action, they build skills, strengthen relationships, and fuel smarter fundraising.

Start here:

  • Review your 2026 strategic goals
  • Identify skill gaps conferences could fill
  • Build attendance into your annual budget
  • Register early for priority events like AFP ICON and GiveCon
  • Set up systems to share and apply what you learn

Because when you invest in your people, your mission goes further.

Additional resources

Conference planning checklist

  • [ ] Identify 3-5 learning objectives for the year
  • [ ] Research event schedules and registration deadlines
  • [ ] Secure budget approval and register early
  • [ ] Review session agendas and pre-select priorities
  • [ ] Schedule pre-conference meetings with target contacts
  • [ ] Prepare business cards and organizational materials
  • [ ] Plan post-conference reporting and implementation

Budget tracking categories

  • Registration fees (member/non-member, early bird/regular)
  • Travel (flights, ground transportation)
  • Accommodations (consider conference hotel blocks)
  • Meals and incidentals
  • Opportunity costs (staff coverage during absence)

Networking strategy essentials

  • Research attendee lists and identify priority connections
  • Prepare a concise organizational pitch
  • Schedule specific networking sessions rather than relying on chance
  • Follow up within 48 hours of meeting new contacts
  • Track relationships in your CRM for ongoing cultivation

Post-conference implementation

  • Debrief with the team within one week of return
  • Identify three ideas to implement within 30 days
  • Assign ownership and deadlines for each initiative
  • Schedule 90-day review to assess implementation progress
  • Document lessons learned for future conference planning

 

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The future of generosity: what Americans are telling us about how they’ll give in 2026 https://bloomerang.com/blog/future-of-generosity-trends-2026/ https://bloomerang.com/blog/future-of-generosity-trends-2026/#respond Thu, 11 Dec 2025 15:07:44 +0000 https://bloomerang.com/?p=144672 Across the country, nonprofits are feeling the weight of rising expectations, shifting donor behavior, and the pressure to keep pace with a world that doesn’t slow down. And yet, when you look closely at how Americans are giving—and why—a different story emerges. One filled with potential. One fueled by generosity that’s not fading, but transforming. […]

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Across the country, nonprofits are feeling the weight of rising expectations, shifting donor behavior, and the pressure to keep pace with a world that doesn’t slow down. And yet, when you look closely at how Americans are giving—and why—a different story emerges. One filled with potential. One fueled by generosity that’s not fading, but transforming.

Bloomerang’s latest national survey of 1,000 U.S. donors reveals a landscape full of opportunity for organizations ready to meet supporters where they are. These findings don’t just point to what’s changing—they point to what’s possible.

Because when nonprofits have the right insights, tools, and support, more is always within reach.

1. Younger donors are redefining why they give—and how they want to experience impact

Mission alignment still matters most for Americans overall (37%), and two-thirds of donors give because they want to feel like they’re making a difference (67%). But younger generations are rewriting the rules of what motivates generosity.

Gen Z gives for connection—real, human connection

  • They’re twice as likely as Baby Boomers to give after a positive engagement with a nonprofit (20% vs. 11%).
  • Only 51% say “making a difference” motivates them—far lower than Boomers (76%).
  • And 21% have been inspired to give by a celebrity or influencer.

This isn’t apathy. It’s a signal. Gen Z wants philanthropy to feel interactive, communal, and emotionally aligned with how they show up in the world.

Millennials are driven by values—and validation

  • 43% prioritize alignment with their personal values.
  • 1 in 7 are motivated by recognition.
  • And 1 in 7 have donated out of spite (to counteract a policy, person or organization they disagree with)—an unexpected reminder that emotion shows up in complex ways across giving decisions.

Older generations still anchor the sector

Baby Boomers and Gen X continue to be motivated by appreciation (21% and 16%). Their consistency is a reminder that stewardship grounded in gratitude still matters deeply.

What this means for nonprofits

Younger donors aren’t harder to reach—they simply want relationships shaped around insight and intention. With AI-enhanced tools, nonprofits can create recognition moments that feel personal, tailor journeys that reflect individual motivations, and surface the right stories at the right time. Connection isn’t luck—it’s guided by insight.

2. Digital giving isn’t emerging anymore—it’s the default

Donation sites (42%) and nonprofit websites (41%) lead as the top giving channels nationwide. Millennials in particular gravitate toward website giving (48%). But the most surprising insight?

Gen Z is twice as likely as Gen X or Millennials to donate via direct mail

This younger generation wants omnichannel, memorable engagement—not just digital-first touchpoints.

Meanwhile:

  • Social campaigns are major drivers for Gen Z (24%) and Millennials (22%).
  • Baby Boomers (2%) and Gen X (9%) participate far less.

What this means for nonprofits

Donor journeys are no longer linear—they’re a constellation of interactions. Every channel matters. Every touchpoint has potential.

AI can help nonprofits:

  • Personalize website experiences
  • Predict which channels will convert different donor groups
  • Optimize donation flows in real time
  • Reduce friction at every step

Digital isn’t replacing traditional channels—it’s amplifying them. The organizations that thrive will be those that welcome donors in, wherever they show up.

3. Donor trust is powerful—and perishable

Recurring giving remains a foundation of stability: 70% of Americans have given on a recurring basis, driven by mission belief (54%) and impact updates (22%). But younger donors pull back faster when trust erodes.

Gen Z is the most likely generation to stop giving due to loss of trust (14%). And they’re more likely than any other age group to disengage due to over-communication.

For them, trust is built through:

  • Transparency
  • Clarity
  • Meaningful, timely communication
  • Respect for their time and attention

What this means for nonprofits

This is where intelligent technology isn’t just helpful—it’s transformative.

AI can:

  • Predict donor churn
  • Calibrate email frequency
  • Craft personalized impact updates
  • Surface opportunities to re-engage supporters before they drift

Trust grows when supporters feel seen, understood, and appreciated. Bloomerang’s Giving Platform is designed to help nonprofits strengthen that connection with less guesswork and more confidence.

4. Americans want to be generous—and many can give more than expected

Even in a year marked by financial uncertainty, the desire to give remains strong:

  • 75% of Americans say they’d give more than $1,000 if they won the lottery.
  • Nearly half would give over $10,000.

Even though many families are feeling the squeeze, our data shows younger generations are more likely to have meaningful discretionary income. Seventeen percent of Gen Z report having $1,500–$3,000 left after essentials each month (vs. 13% of Gen X and 14% of Baby Boomers), and 6% of Millennials say they have $3,000–$5,000 left—compared to just 2% of Gen X and 3% of Boomers. As their earning power grows, so does the runway for future generosity.

What this means for nonprofits

There is abundance all around us. The opportunity lies in inspiring it. With more tailored messaging, frictionless giving experiences, and data-driven storytelling, nonprofits can unlock generosity that’s already waiting to be tapped.

The desire is there. The potential is real. The path is clearer than ever.

The bottom line: generosity isn’t shrinking. It’s shifting—and strengthening.

Our sector is entering a new era—one where donors expect more from the organizations they support, and nonprofits finally have the tools to deliver experiences that match those expectations.

The data tells a hopeful story: When nonprofits connect intentionally, communicate transparently, and steward thoughtfully, generosity grows.

This is why Bloomerang exists: To help nonprofits raise more, retain more, and ignite the relationships that fuel lasting impact. With insight, intelligence, and human-centered design at their fingertips, organizations can step into the next year with confidence.

Because the potential of purpose is limitless. And the future of generosity—your future—is brighter than it seems.

 

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The complete guide to nonprofit event management success https://bloomerang.com/blog/nonprofit-event-management/ https://bloomerang.com/blog/nonprofit-event-management/#respond Wed, 19 Nov 2025 16:24:34 +0000 https://bloomerang2dev.wpengine.com/?p=87983 Your annual gala is over. You’ve tallied donations and sent volunteers home, but as the dust settles, a nagging question remains: Did you just throw a party, or did you genuinely connect people to your mission? If you’re feeling that flicker of uncertainty, you are far from alone. The hard truth? According to a study […]

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Your annual gala is over. You’ve tallied donations and sent volunteers home, but as the dust settles, a nagging question remains: Did you just throw a party, or did you genuinely connect people to your mission? If you’re feeling that flicker of uncertainty, you are far from alone.

The hard truth? According to a study from Community Brands, only 30% of event planners are fully confident that their organization has a holistic event attendee experience strategy. This means a staggering 70% of us are pouring limited budgets and precious staff hours into events without a clear plan for what matters most: the attendee’s journey.

For a nonprofit, a clunky registration process or a confusing schedule aren’t just small snags—they’re a massive missed opportunity. If you’re ready to stop guessing and start using your events to build a community of lifelong advocates, this post is for you.

This guide covers everything you need to know about nonprofit event management, including:

Simplify nonprofit event management with the right tools. Explore Bloomerang’s event management solutions. 

Common questions about nonprofit event management

What is nonprofit event management?

Nonprofit event management is the process of planning and executing events that serve specific nonprofit goals, whether that’s increasing mission awareness or boosting fundraising.

What are the benefits of effective nonprofit event management?

A well-planned event can leave a lasting impression on attendees, which can, in turn, result in greater long-term support for your nonprofit organization.

Here are some benefits of planning a successful nonprofit event:

  • Raise meaningful awareness for your cause.
  • Collect donations from event tickets/participation.
  • Attract long-term donors.
  • Connect with new volunteers who are committed to your cause.
  • Grow brand recognition.
  • Gain support from event sponsors.

The effort it takes to plan successful events is well worth it in the end, as these experiences support your mission in so many ways.

Free eBook: Great Fundraising Events: From Experience to Transformation. Learn about the key elements that contribute to successful fundraising events, from donor engagement to innovative technology.

Nonprofit event management checklist

A great nonprofit event feels like magic, but it’s built on a foundation of smart strategy. Expert nonprofit event management is all about creating a powerful experience that transforms attendees into passionate, lifelong advocates for your cause. Let’s dive into the strategic pillars that make an event a true mission-delivery machine.

1. Anchor your planning to your mission and goals.

Before booking a venue or sampling a single canapé, you must define your “why.” Your event goals are your north star, guiding every other decision.

Go deeper than just a single fundraising target. Collaborate with your team to answer these questions:

  • What is the primary purpose? Is this a high-touch stewardship event to thank major donors? A wide-net acquisition event to attract new supporters? A community-building event to raise awareness? Defining one clear purpose allows you to better envision the scope of your event and set clear goals.
  • What are our key performance indicators (KPIs)? For most events, there’s more to the story than just dollars raised. Consider new donors acquired, volunteer sign-ups, monthly donors secured, or post-event engagement rates. All of these are metrics that can help you define your nonprofit’s success.
  • What should attendees feel and do? When guests leave, what one word do you want them to use to describe the event? What action (donating, volunteering, advocating) do you want them to take? Reflecting on these questions will help you begin developing a marketing strategy for your nonprofit event.

2. Build a flexible budget.

Your budget is your strategic plan for how you’ll invest your organization’s precious resources to achieve the goals you just set.

Your budget should be a living document, not a “set it and forget it” file. Track expenses in real-time, focusing on the return on investment (ROI) for each line item. Be sure to account for:

  • Venue and “The Big Stuff”: Venue fees, A/V, rentals, catering
  • The experience: Decor, entertainment, speaker fees, printing
  • The people: Staff time, security, volunteer appreciation
  • Contingency: Always build in a 10-15% buffer for the “oops” moments, whether you accidentally print twice as many programs as needed or end up needing to add gluten-free menu items at the last minute.

3. Develop your event funding and partnerships strategy.

With your budget in hand, it’s time to map out your plan for raising the necessary funds to ensure your event has the resources it needs to succeed.

Instead of a generic “Gold, Silver, Bronze” packet, approach potential sponsors with customized, mission-aligned opportunities that resonate with their interests and values. Show them exactly how their support will make an impact and how they’ll be recognized for it. Don’t forget to:

  • Ask sponsors about their goals. Event sponsorship can be a win-win for your nonprofit and the sponsoring organization. Ask sponsors what types of exposure they would benefit from. This could include shoutouts in your organization’s social media posts, branded booths where representatives discuss the sponsoring organization, or inclusions in your event program and branded t-shirts. Tailored sponsor benefits ensure a better experience for sponsors and a higher likelihood that they’ll support future events.
  • Show sponsors the impact of their gifts. After your event concludes, send sponsors a customized appreciation package with information about how their donations made a difference for your event and mission as a whole. For example: “Your sponsorship enabled us to raise $250,000 at our auction, allowing us to build a new home for a family in need in our community!”
  • Leverage in-kind donations. Some businesses may not have extra cash to spare, but they can offer support in the form of donated goods or services. Can your venue waive the rental fee? Could a local printer donate the posters? Perhaps a local winery could donate the wine for the reception. Every dollar saved is a dollar that goes back to your mission.

4. Design the attendee experience.

This is where the magic happens. Your job isn’t to just pick a theme and matching napkins; it’s to build a holistic attendee experience. Every single touchpoint—from the first email invitation to the post-event survey—is a part of that journey.

Map out the event from your guest’s perspective:

  • First impression: Is your event registration page easy to use? Is the check-in process fast, warm, and welcoming?
  • Program flow: Does the event itinerary tell a story? Are you creating emotional high points (a powerful client testimonial, a mission-moment video) that connect guests directly to your work?
  • The senses: What are guests seeing, hearing, and tasting? How do the music, lighting, and decor all reinforce your mission?
  • The “people” plan: Who is responsible for what? Clear roles for staff and volunteers, a plan for security, and a contingency plan for emergencies (such as a medical issue or A/V failure) are non-negotiable.

5. Empower volunteers.

Your volunteers are the face of your organization and the ambassadors of your mission. A well-managed volunteer program is the special sauce of your event. Support volunteers by taking the following steps:

  • Create clear, meaningful roles. Go beyond “event setup.” Define roles like “Greeter & First Impression Specialist,” “Donation Station Concierge,” or “Program Guide.” Provide comprehensive role descriptions on your website’s volunteer sign-up pages so supporters know exactly what to expect.
  • Equip them for success. Use a volunteer management system (like Bloomerang Volunteer!) to handle registration, scheduling, and communication all in one place. An event-day app that facilitates real-time messaging and shared documents is a game-changer.
  • Train and appreciate. Host a brief pre-event huddle to get everyone excited and aligned. And most importantly, say thank you. A personal note, a small gift, or a follow-up appreciation party goes a long way.

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

6. Tell your story and mobilize your community.

Impactful event marketing requires your organization to tell its story effectively to both new and prospective supporters. Take the following steps to build a comprehensive marketing campaign around your event:

  • Segment your audience. The messaging for a long-time major donor should be different from the social media ad you’re running to attract new supporters. Segment your audience based on criteria such as donation amount and giving frequency to deliver messages that resonate with supporters.
  • Create a multichannel calendar. Map out your communications (email, social media, press releases, partner newsletters) in the weeks leading up to the event. Highlight all the exciting aspects of your event using these messages—from special guest speakers and free photo booths to thrilling musical performances.
  • Empower your evangelists. Create a simple media kit for your speakers, sponsors, and board members to make it easy for them to share the event with their networks.

7. Execute your event with purpose.

Event day is showtime! Hiccups are inevitable, but a great plan and a calm, yet cheerful, team can handle anything. Your most powerful tool on the big day is communication.

Ensure your core team (staff leads, key volunteers, vendors) is connected via a mobile app or walkie-talkies. This empowers everyone to ask questions, report issues, and solve problems in real-time without disrupting the guest experience. Trust your plan, empower your team, and remember to have fun!

8. Secure relationships post-event.

For nonprofits, your work isn’t over when your guests leave. The event follow-up phase is the most critical and often the most overlooked. This is where you capitalize on the positive feelings created during your event to build lasting relationships. To do so, you should:

  • Thank participants promptly and personally. A generic email blast won’t cut it. Send a warm, prompt thank-you to all attendees, volunteers, and sponsors within 48 hours. For major donors and new givers, a personal call or handwritten note is essential.
  • Share event results. Don’t just tell event participants, “We hit our goal.” Show them! Send a follow-up sharing the total amount raised and, more importantly, exactly what those funds will accomplish.
  • Debrief and document. While the experience is still fresh, gather your team to discuss the key moments from the event. What worked? What didn’t? What did your guest feedback surveys say? Document everything so you can make next year’s event even better.

How Bloomerang supports groundbreaking nonprofit events

48% of event planners said that incorporating new or improved technology into events is a top priority this year. To maximize the success of your events, your nonprofit needs technology tailored to your specific needs, with built-in functionality for fundraising, donor engagement, and promoting your mission. You need Bloomerang’s event management software!

Our event management tools streamline every aspect of the event planning process—ticketing, donations, check-ins, and more—allowing you to focus more energy on what truly matters: engaging with your supporter community and forming long-lasting relationships.

Use Bloomerang’s event management software to:

Bloomerang’s event fundraising features: customizable event landing pages, Simple event registration, Constituent interaction timeline, Flexible ticket packages, Constituent engagement levels, Advanced reporting, Unlimited custom fields, Attendee screening for giving capacity, Event promotion tools

  • Create branded, mobile-optimized event pages designed to boost conversions.
  • Simplify registration withflexible ticket packages, including bundles, promo codes, and add-on donations.
  • Check-in guests quickly and easily with QR codes and mobile wallet tickets.
  • Leverage custom form fields to gather the information you need from attendees.
  • Provide secure payment options, including Tap-to-Pay and digital wallet options.
  • Screen attendees to identify their giving capacity and determinetop prospects to engage with at your event.
  • Promote your event via social media, email, and other engagement networks.
  • Automate event follow-ups to capitalize on engagement and nurture long-term relationships.

Plus, Bloomerang’s event reporting features give you a comprehensive view of your event’s success, letting you know what worked and what to improve for next time. As a result, you can iterate your events over time, hosting better and better experiences that drive greater fundraising and engagement with your mission.

Ready to cultivate event attendance into lasting relationships? Bloomerang event fundraising tools build lifelong connections. Schedule a demo.

Wrapping up

With the tips in this guide, you can turn your nonprofit’s events into a cornerstone of your fundraising strategy. At the end of the day, a successful event is all about the people behind it working in harmony. Empower volunteers, support event staff, provide a positive experience for sponsors, and ensure attendees have an experience that is well worth the ticket price.

For more help planning the perfect nonprofit event, check out our additional resources:

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How to develop a successful nonprofit fundraising strategy https://bloomerang.com/blog/fundraising-strategy/ https://bloomerang.com/blog/fundraising-strategy/#comments Tue, 28 Oct 2025 20:23:44 +0000 https://bloomerang2dev.wpengine.com/?p=74162 It’s the end of the quarter. You’re scrambling to hit a revenue goal, your biggest corporate sponsor hasn’t renewed, and your team is burned out from launching three separate “urgent” campaigns in the last two months. You feel stuck in a constant cycle of putting out fires, with no time to think about next year, […]

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It’s the end of the quarter. You’re scrambling to hit a revenue goal, your biggest corporate sponsor hasn’t renewed, and your team is burned out from launching three separate “urgent” campaigns in the last two months. You feel stuck in a constant cycle of putting out fires, with no time to think about next year, let alone three years from now.

This reactive loop is a direct symptom of operating without a clear fundraising strategy. Your nonprofit fundraising strategy serves as your organization’s blueprint for recruiting new supporters, engaging existing ones, and expanding your influence—all with the goal of funding your mission more efficiently and predictably.

That’s why developing a strategic fundraising plan is necessary. It’s the key to breaking the cycle. Whether you’re looking to refine your existing approach or design a new plan from scratch, this guide will steer you through the process of building a fundraising strategy. We’ll cover:

Keep in mind that successfully executing a powerful fundraising strategy requires a strong partnership between your organization’s marketing and fundraising staff. Commit to eliminating departmental silos so that everyone is on the same page and all team members contribute their unique skills to help you succeed. With that, let’s get started.

Create a fundraising plan for your nonprofit in just two steps. Download the free eBook.

Nonprofit fundraising strategy: FAQs

What is a fundraising strategy?

A fundraising strategy is the plan or roadmap your nonprofit uses to organize its fundraising efforts throughout the year. It provides a cohesive structure and blueprint to maintain fundraising momentum, with clearly defined campaigns, team roles, deadlines, and benchmarks to hit.

Despite the critical benefits of a fundraising strategy, almost half of nonprofits lack a guiding plan to empower growth and future success. As we’ll discuss in the next section, this is a critical oversight that nonprofits must consider when building their fundraising calendars.

Why is a nonprofit fundraising strategy so important?

You likely understand the general benefits of planning, but why is creating a fundraising plan so crucial for your nonprofit? A well-developed fundraising strategy will accomplish the following:

  • It will provide your team with a guiding blueprint for making informed decisions. Whenever there’s uncertainty in your decision-making process, your team members can turn to your fundraising strategy for clarification and guidance.
  • It will help you build upon past successes. Your fundraising strategy will consider your past successes and opportunities to help your organization grow year after year.
  • It will provide accountability. A fundraising strategy helps keep you on track by offering deadlines and benchmarks to hit throughout the year.

Ultimately, a well-rounded fundraising strategy will help your organization raise more and fuel long-term support. But what does a fundraising strategy look like in practice?

What are the essential components of a fundraising strategy?

Although every nonprofit is unique, and its fundraising plan will be as well, there are several key elements that most nonprofits should include in their fundraising strategies to achieve their goals. That’s because all nonprofits share similar goals, including connecting with more donors, enhancing their donor retention rates, and forming strategic, sustainable partnerships with other organizations.

Therefore, your fundraising strategy should address several vital components. We’ll introduce these elements here and then provide actionable steps for incorporating each of them into your fundraising strategy.

The six elements of a strong fundraising strategy.

1. Donor stewardship

Donor stewarship is the process of cultivating strong relationships with supporters after they make a donation to your cause. When you build deeper relationships with them, you can turn one-time donors into ongoing—sometimes lifetime—supporters of your mission. Donor stewardship also helps boost your donor retention rate, enabling you to earn more over time.

2. Major gifts

Your fundraising strategy should focus heavily on cultivating major gifts. Why? Studies show that 88% of total dollars raised come from only 12% of donors; these are your major donors. When you create a tailored plan to build relationships with them, you’ll earn more support for your mission.

3. Marketing

Your marketing plan describes how you will connect with your target audience and inform them of engagement opportunities. This involves recruiting new supporters and maintaining contact with existing donors. Pursuing a multi-channel marketing strategy—communicating via social media, email, direct mail, and other communication channels—will allow you to expand your reach and promote your cause to the broadest possible audience.

4. Online fundraising

No nonprofit fundraising plan is complete without an online fundraising strategy. According to Double the Donation’s fundraising statistics, 63% of donors in the U.S. and Canada prefer to donate online using a credit or debit card. Your fundraising strategy should address how you will connect with supporters online, which requires defining a digital marketing strategy, outlining your virtual event plans, and planning to send personalized online communications.

5. Events

Fundraising events engage supporters in person or online, offering a unique and exciting experience. Events such as 5Ks, Giving Day challenges, auctions, peer-to-peer fundraisers, and galas should play a significant role in your fundraising strategy.

Planning a nonprofit fundraising event can feel overwhelming—but it doesn’t have to. Get Bloomerang’s free event planning checklist.

6. Strategic partnerships

Partnerships between nonprofits and for-profit organizations are more common and impactful than ever before. Businesses are seeking more opportunities to expand their corporate philanthropy programs, thereby bolstering their own reputations while giving back to the community. Nonprofits benefit from a variety of corporate philanthropy programs, including event sponsorships, in-kind donations, and corporate matching gifts. Corporate partnerships are an effective yet often underutilized source of support for nonprofits.

So, how can you build a fundraising strategy that incorporates these six critical elements? Read on for a step-by-step guide to establishing a strong fundraising strategy.

10 steps to build your fundraising strategy

1. Evaluate your current fundraising strategy

Assess your current fundraising strategy, if you have one. If you don’t have a formal strategy, evaluate the strengths and weaknesses of your individual fundraising efforts and campaigns.

For example, you might find that your annual fundraising 5K is well-attended, but you have a hard time maintaining supporters’ attention in the aftermath. Or, you might determine that your email newsletter receives a lot of engagement, but you’re struggling to grow your social media following. Note these specifics and address them in your new fundraising strategy.

Also, review your fundraising metrics and data from previous campaigns. This information can give you a clearer picture of how your fundraising efforts have grown or changed over the years. Plus, you can identify trends or patterns that illustrate where you’re most successful and where there’s room for improvement.

2. Set goals

Set goals that are achievable given your current capacity. Consider your staff size and the time they have to devote to fundraising pursuits, your current budget, and your past fundraising campaign totals.

However, you should also set goals that are ambitious enough that they give your team something to strive for. You should always keep your focus on growing your organization, so make sure your goals are consistently higher than your past fundraising results.

3. Assess your software solutions

A modern fundraising strategy relies on powerful software solutions that consolidate fundraising into a centralized online system.

Assess your current fundraising toolkit and consider how your solutions work together to support your fundraising efforts. Are there any solutions or apps you’re missing or that you’d like to replace with a different system or provider?

Ensure you have access to these useful tools:

Software solutions that support successful fundraising (listed below)

  • CRM. Your nonprofit CRM helps you store and manage donor information within robust donor profiles. Powerful platforms like Bloomerang also allow you to create donor segments for more targeted research and communications, view donor engagement and generosity metrics per supporter, and track fundraising campaign progress.
  • Giving platform. A giving platform or fundraising tool enables your nonprofit to create a branded online giving form and accept digital donations from supporters at any time, from anywhere. Solutions like Bloomerang Fundraising take this functionality a step further, with peer-to-peer fundraising, text-to-give, and auction planning built right into the core giving platform.
  • Email marketing software. Use email marketing software to personalize donor outreach, thank donors for their contributions, and build relationships by offering donors more ways to get involved. Plus, you gain access to a variety of email metrics, such as open rates and click-through rates, that let you know how effectively your emails engage recipients.
  • Matching gift database. A matching gift database helps you identify donors who are eligible for corporate matching gifts. In corporate matching gift programs, businesses match donations that their employees make to nonprofits and other charitable organizations. With a matching gift tool, you can follow up with match-eligible donors to remind them to apply for a match. And, you can even embed a matching gift search tool into your online donation form so donors can research their eligibility and apply for a match on the spot.
  • Social media scheduling tools. Social media scheduling platforms help you generate an active social media presence. You can schedule posts in advance on platforms like Facebook, Twitter, and Instagram to ensure that you’re consistently appearing on followers’ feeds. Tools like Hootsuite and HubSpot are popular platforms that also integrate with a variety of social media platforms, project management tools, and CRMs.
  • Event planning software. Planning fundraising events requires coordinating many moving parts, including the event schedule, volunteers, food, prizes, special guests, and more. Event planning software helps keep all event planning necessities under one roof so that your team stays on the same page throughout the process.

Remember: When it comes to fundraising, you will have to spend a little upfront in order to see fundraising success. If you’re lacking any of these crucial fundraising tools, it’s worth it to investigate your options and invest in a solution that can take your fundraising to a higher level. The investment will pay for itself when you start seeing steady fundraising growth.

Also, your fundraising solutions should integrate with one another. When your solutions are aligned, you can create a streamlined data entry process and seamlessly leverage data across platforms. This means you can pull the information from your CRM to construct email marketing campaigns, or use donor data to create an event invite list.

4. Determine your core fundraising initiatives

Your fundraising strategy should describe the core fundraising campaigns that you intend to host throughout the year and relevant details for each initiative, including:

  • Type of fundraising campaign. Peer-to-peer fundraisers, auctions, galas, walk-a-thons, email marketing campaigns, giving days, bake sales — there are a plethora of initiatives you might pursue. Choose fundraising initiatives that have proven successful in the past or that you think your audience members will be most interested in. To predict popular fundraising events, use your past event data and information from your supporter profiles.
  • Expected revenue from each initiative. Set a fundraising goal for every campaign based on your organization’s overall fundraising objectives for the year and your past success rates for each type of campaign. You may also set side objectives, such as a goal number of attendees.
  • Approximately when each event will be hosted. Your fundraising plan should include an event calendar so that you have ample time to prepare for each event. Even if it’s just a rough timeline, having an idea of when you’ll host each fundraising initiative will ensure that your events are properly spaced out.
  • Individuals involved in each campaign. Determine which staff members will lead each fundraising initiative, whether you need to form a committee for certain events, and whether the initiative will require volunteer or board member support.

Iron out the specifics so that every staff member is aware of their responsibilities in supporting your fundraising campaign. For example, let’s say you decide to host a shoe drive fundraiser. On top of listing the details above in your fundraising strategy, you may also want to outline which shoe fundraising provider you’ll work with (such as Funds2Orgs), where you’ll place collection bins or drop-off points, how you’ll market the fundraiser, and who will be in charge of each aspect of the event.

5. Conduct prospect research

Prospect research is the process of identifying prospective major or mid-tier donors that exhibit both a willingness to give to your cause and the capacity to do so.

Prospect research is especially helpful if your organization is planning any major fundraising campaigns as part of your fundraising plan, such as a capital campaign. You can identify the major donor prospects that will potentially contribute large amounts to your efforts.

Conducting prospect research involves using your CRM and external databases to identify prospects that exhibit philanthropic and wealth indicators. Let’s take a closer look at each of these types of indicators:

Philanthropic and wealth-related prospect research indicators (explained below)

  • Philanthropic indicators include past charitable giving to your nonprofit or similar organizations, political giving, and involvement as a volunteer or board member. These indicators measure the prospect’s propensity to give to your organization.
  • Wealth indicators include real estate ownership, SEC holdings, and the size of past charitable gifts. These indicators show the capacity your prospects have to donate at a major gift level.

While you can take the DIY approach and look up public records for each prospect individually, it’s typically more efficient to use a dedicated prospect research database. These tools help conduct the heavy lifting when it comes to identifying prospects that exhibit wealth and philanthropic indicators. Plus, tools that integrate with your CRM can pull data right from your donor profiles, analyze trends and patterns, and pinpoint donors who are ready to give more.

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

6. Make giving easy

Your fundraising strategy should facilitate convenient, simple giving opportunities on an ongoing basis so that donors can contribute whenever they feel inspired.

Make giving easy with the help of a virtual fundraising platform. These solutions can support both ongoing fundraising and specific fundraising campaigns, such as peer-to-peer fundraisers. They allow you to create mobile-responsive online donation forms, manage peer-to-peer campaigns, track donors’ giving histories, and gather event donations.

Implement these additional strategies to make donating as easy as possible:

  • Audit your website. Assess your current website user experience and how quickly visitors can access your donation page. Make sure you include a variety of calls to action on your website homepage that connect visitors to your online giving form.
  • Streamline your giving page. Only ask for necessary information and eliminate any unneeded form fields, like those that ask for donors’ middle names.
  • Include links to your donation form throughout your other marketing platforms. Link to your online giving page in your social media and email campaigns to keep giving front-of-mind for supporters and to make it easy for them to navigate directly to your donation page.

Making your online giving process simple and easy to use encourages donors to follow through on their gifts. Plus, when you offer recurring giving options on your donation page, you can gain access to reliable online support that can bolster your fundraising efforts during any low periods.

7. Create a donor stewardship process

As mentioned above, donor stewardship is crucial for building long-lasting donor relationships and boosting your donor retention rate. Create a donor stewardship process to ensure that you’re engaging with donors on an ongoing basis and regularly showing your appreciation.

Follow these steps to build your donor stewardship process:

  • Create a communication cadence. Set guidelines for how often you’ll communicate with donors. For example, when communicating with a new donor, you might send one email in a welcome series every few days, and pepper in various volunteer opportunities or event invitations. This allows you to stay in touch with donors without overwhelming their inboxes.
  • Assign roles and responsibilities. Your team members should be familiar with their roles and responsibilities in the donor stewardship process. For example, you might recruit some of your board members to meet with current or prospective major donors. Or, you might have some of your staff members set aside time to make donor phone calls each week.
  • Personalize outreach. Use the information in your donor database to personalize your donor outreach. For instance, use donors’ preferred names and titles and reference their past engagement history in your email messages. You might thank them for their past donation of $300 or thank them for sharing one of your social media posts.
  • Incorporate phone and Zoom calls and in-person meetings. Give donors the opportunity to speak one-on-one with your staff members or board members by calling them, inviting them to Zoom meetings, or meeting in person. This helps donors associate your organization with a friendly face and allows you to understand their motivations and interests.
  • Prioritize appreciation efforts. Donors should feel appreciated and valued by your organization as individuals. Send handwritten thank-you notes, invite donors to appreciation galas, and give donors a shout-out on social media or in your email newsletter.

Your donor stewardship efforts should include descriptions and progress updates about the impact of donors’ gifts. Keep donors informed about the progress you’ve made with your projects and programs. Consider collecting thank-you messages from those who’ve benefited from your organization’s services in the past to show donors exactly who they’re helping.

8. Plan your marketing approach

To increase the success of your fundraising events and initiatives, you need to get the word out among your target audience members. As mentioned above, the best way to do this is to pursue a multichannel marketing strategy.

Your fundraising strategy should include your approach for growing your marketing outreach on the following channels:

Best marketing platforms to promote your fundraising efforts (listed below)

  • Social media. You don’t have to maintain an active social media presence on all platforms. Choose two or three platforms where you already have a strong presence and improve your outreach by creating an active posting schedule, interacting with supporters regularly, and designing campaigns that are tailored to each platform. For example, you might encourage supporters to use a unique hashtag on Twitter to discuss your latest event, or publish a series of Instagram posts that create a unified design when users visit your profile page.
  • Email. Segment your email recipients based on shared characteristics to create personalized email content. For example, you might create segments for new, long-time, major, lapsed, and monthly donors. This allows you to speak to donors on a more personal level without having to draft completely unique messages for each individual.
  • Your website. Your website is your online hub for engaging supporters. Design your website to facilitate streamlined giving opportunities and help promote your organization. It should be a useful resource to help supporters learn more about your mission.
  • Direct mail. Letters and postcards help your organization stand out and offer a more personalized form of communication. That’s because you reach supporters with a tangible message and send a variety of different types of mail, such as branded laptop/water bottle stickers, handwritten letters, bumper stickers, and other small trinkets.

Your marketing strategy is an opportunity to not only help supporters learn more about your mission but for you to learn more about them as well. The more information you collect about your supporters, the better you can appeal to their interests and motivations using your marketing outreach.

9. Develop database hygiene procedures

Accurate data is a key component of many fundraising initiatives, from major donor stewardship to auction planning and marketing campaigns. Cleaning up your donor database from time to time ensures that you’re only using the most updated and accurate information when pursuing stewardship efforts or new marketing initiatives.

Adopt ongoing data hygiene practices such as:

  • Regularly audit your database for inaccuracies.
  • Eliminate errors, duplicate data, or outdated information.
  • Create an ongoing data hygiene process so staff members know how to properly enter information and correct mistakes.

When your data is clean and accurate, you can improve your fundraising ROI, and rest assured that you’re reaching out to active supporters who are most interested in what you have to offer.

10. Identify and track key performance indicators

To consistently improve and evolve your fundraising strategy, choose and measure a variety of key performance indicators. A few effective metrics to track include:

Essential fundraising metrics to track (listed below)

  • Donor retention rate
  • Average gift size
  • Email open and click-through rates
  • Event attendance rate
  • Social media follower growth
  • Social media impressions/reach
  • Donor lifetime value
  • New donors acquired

If certain metrics aren’t performing as well as you thought they would, you can adjust your approach and test out new strategies.

You can use these metrics to create a transparent, well-rounded annual report, giving supporters and other stakeholders a deeper understanding of your organization’s current situation and plans for the future.

 

Free nonprofit fundraising strategy template

Ready to build a rough outline of your nonprofit fundraising strategy? Use this template to help get started.

 

Build a powerful fundraising strategy with Bloomerang

Our template is a great starting point for building your fundraising strategy, but you can take your plans to the next level with our advanced fundraising technology.

At Bloomerang, we’re tired of hearing that nonprofits should adapt to do more with less—more revenue generation, donor engagement, and sustained growth, all with dwindling resources. Instead, we empower nonprofits to do more with more—backed by the industry-leading unified giving platform, built for purpose.

Bloomerang’s fundraising tools allow nonprofits to maximize their strategies with features such as:

  • Flexible donation options, including Google Pay, PayPal, Tap to Pay, Venmo, debit, credit, and ACH.
  • AI-powered, automated donor prompts that help increase average gift size and recurring giving.
  • Simplified text-to-give to enable donors to contribute via mobile device.
  • Industry-leading fraud monitoring to keep payment information secure.
  • Peer-to-peer fundraising to expand your donor base and engage dedicated supporters.
  • Event hosting that simplifies ticketing, check-ins, and fundraising.

Watch this video to learn how our software enabled one organization to fundraise over $2 million in just four years.

Stringing together subpar fundraising tools? Bloomerang ties insights to impact, helping you win more support with every ask. Schedule a demo today.

Start planning your fundraising strategy today

Your fundraising strategy doesn’t have to be set in stone. You can update your plan throughout the year as you see fit, adapting to unexpected circumstances or new opportunities. Ensure your nonprofit’s team is on the same page whenever you have a strategy adjustment and update your documentation and timeline accordingly.

For more information about building a powerful nonprofit fundraising strategy, review these additional resources:

A strong fundraising strategy requires effective donor management and online giving software. Bloomerang's tools can help take your strategy to the next level.

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Bigger goals, bigger impact: why a scarcity mindset is holding you back https://bloomerang.com/blog/bigger-goals-bigger-impact/ https://bloomerang.com/blog/bigger-goals-bigger-impact/#respond Tue, 07 Oct 2025 09:00:00 +0000 https://bloomerang.com/?p=141463 When I ask nonprofit leaders about their fundraising goals for the year, I often hear some version of: “If we can just match last year, we’ll be okay.” That mindset is not only limiting—it’s dangerous. Because if you set your sights at last year’s bar, you’re not building for the future. You’re standing still. And […]

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When I ask nonprofit leaders about their fundraising goals for the year, I often hear some version of: “If we can just match last year, we’ll be okay.”

That mindset is not only limiting—it’s dangerous. Because if you set your sights at last year’s bar, you’re not building for the future. You’re standing still. And in a sector where donor demographics, economic forces, and community needs are constantly shifting, standing still isn’t an option.

I know this may sound bold, especially in a time when many organizations are working harder than ever through staffing shortages, or recovering lost federal funding. These challenges are real, and I don’t minimize them. But they don’t erase the fact that next-level impact and growth are possible—and that aiming higher is often the very thing that helps nonprofits break through those headwinds.

I believe every nonprofit deserves to set—and achieve—double-digit growth goals. Here’s why.

Generosity is abundant

Despite headlines about giving declines, the truth is that generosity remains strong—and is growing. In 2024, charitable giving in the U.S. rose to $592.5 billion, a 6.3% increase over the prior year. Certain sectors saw even greater momentum: public-society benefit organizations grew 19.5%, international affairs 17.7%, and education 13.2%. These aren’t the signs of a shrinking pie—they’re proof that when people are engaged, generosity flows.

And engagement matters. During COVID-19, our data showed that organizations that sent crisis-focused appeals raised 30% more than those that kept their communications the same or stayed silent. The takeaway isn’t that urgency is the only path forward—it’s that donors respond when nonprofits meet the moment with relevance and authenticity. Generosity doesn’t vanish; it shows up when we invite it with clarity and conviction.

Scarcity is a mindset. Abundance is reality.

Bigger goals create better strategies

At Bloomerang, we set ambitious growth goals. This year, we aimed for 30% growth. Some thought it was unrealistic. But instead of intimidating us, the goal changed how we worked. We couldn’t just rely on what we did last year; we had to think differently. And today, we’re pacing ahead of that goal—because growth pushed us to be more creative, focused, and disciplined.

The same applies to nonprofits. If you set a 15% or 30% growth goal, you won’t get there by sending the same appeal to the same donors. You’ll start asking new questions:

  • How do we activate more of the people already in our database?
  • How do we bring new generations into our events and community?
  • How do we deepen connections so giving isn’t just a transaction, but a movement?

Those questions spark innovation.

Retention alone won’t get you there

Retention matters, of course. But it’s not enough. If your fundraising strategy relies only on holding what you already have, you’re building on sand. Donors age, life circumstances change, priorities shift. Growth requires activating new supporters, engaging families across generations, and tapping into the vast generosity that exists outside your current circle.

Think about it: most nonprofits, even large ones, reach just a sliver of the U.S. population. That means the opportunity ahead is exponentially larger than what’s already in hand.

Growth inspires everyone

Double-digit goals aren’t just about dollars—they’re about energy. Staff, volunteers, board members, and donors all want to be part of something that’s growing, thriving, and making a bigger impact. Progress fuels passion.

And here’s the thing: setting a bigger goal doesn’t guarantee perfection. You may not hit 10%, 15%, or 20% every single year. But even if you grow by 7% instead of 0%, that progress energizes your team and builds resilience. The point isn’t to chase a magic number—it’s to orient your organization toward growth rather than survival.

Burnout doesn’t come from setting ambitious goals—it comes from spinning your wheels without seeing results. Based on what I’ve seen guiding Bloomerang and working with customers, aiming higher resets your strategy, releases energy, and unlocks value in places you may be under-leveraging. When you can point to real progress, even if you fall short of perfection or the goal, the journey itself is motivating.

You’re going to need a bigger goal

If you lead a nonprofit, I challenge you: don’t settle for last year’s number. Don’t let industry averages—or flawed reports or negative news—dictate what’s possible. Set a double-digit growth goal.

Not because it’s easy, but because it’s necessary. Because your mission, your team, and your community deserve it. And because the generosity to achieve it is already out there—waiting for you to activate it.

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The new donor playbook: fuel your fundraising funnel https://bloomerang.com/webinar/new-donor-playbook/ https://bloomerang.com/webinar/new-donor-playbook/#respond Thu, 02 Oct 2025 18:44:12 +0000 https://bloomerang.com/?post_type=webinar&p=141800 The post The new donor playbook: fuel your fundraising funnel appeared first on Bloomerang.

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Future-proof your fundraising with scenario thinking https://bloomerang.com/webinar/future-proof-your-fundraising-with-scenario-thinking/ https://bloomerang.com/webinar/future-proof-your-fundraising-with-scenario-thinking/#respond Mon, 25 Aug 2025 19:24:11 +0000 https://bloomerang2dev.wpengine.com/?post_type=webinar&p=136154 The post Future-proof your fundraising with scenario thinking appeared first on Bloomerang.

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Your CRM isn’t just a tool—it’s a mindset https://bloomerang.com/blog/your-crm-isnt-just-a-tool-its-a-mindset/ https://bloomerang.com/blog/your-crm-isnt-just-a-tool-its-a-mindset/#respond Thu, 14 Aug 2025 09:00:53 +0000 https://bloomerang2dev.wpengine.com/?p=133884 Let me guess—someone sold your nonprofit a shiny new CRM and said it would solve everything. You signed the contract. Held the kickoff. Maybe even migrated a few records. And then came the real work: culture change. That’s where I am right now—right in the thick of it. At the Community FoodBank of New Jersey, […]

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Let me guess—someone sold your nonprofit a shiny new CRM and said it would solve everything. You signed the contract. Held the kickoff. Maybe even migrated a few records. And then came the real work: culture change.

That’s where I am right now—right in the thick of it.

At the Community FoodBank of New Jersey, I serve as Senior Director of Fulfillment, where I oversee the distribution of over 100 million pounds of food annually. But I’m also co-leading a major organization-wide CRM and ERP transformation—because I know that effective systems don’t just move product. They move people, relationships, and strategy forward.

This isn’t my first time driving CRM change. I’ve led successful implementations in past roles, and I’ve seen firsthand how the right system—backed by the right mindset—can unlock storytelling, accountability, and smarter engagement.

Here’s what I’ve learned to focus on—what we’re applying now—and what I believe any nonprofit can use as a compass.

1. It’s not a database. It’s a story engine.

We’re building our nonprofit CRM to do more than log names and dates. It should reflect our values—how we listen to community needs, respond with action, and build trust over time.

In my earlier CRM deployments, the turning point came when teams started thinking relationally. Instead of just asking, “What did we do?” they asked, “How did that interaction move the relationship forward?”

That’s the shift we’re nurturing now: from records to relationships, from tracking to storytelling.

2. Start with the end in mind

In every CRM project I’ve led or advised on, we start with pain points—not product specs.

At CFBNJ, we asked:

  • “Where do we lose time looking for information?”
  • “What do we wish we could see in one click?”
  • “How do we align what we do with what we say we value?”

This mindset helps us build not just for what exists—but for the future we want to lead.

3. Clarity creates consistency

You can’t expect people to use a system well if they don’t know what’s expected—or why it matters.

That’s why we’re developing shared definitions, team-level standards, and purpose-driven documentation. From my past experience, I know that these “small” choices—like defining what counts as an interaction—can make or break reporting later on.

A CRM isn’t just about what gets entered. It’s about what gets understood.

4. If it’s not in the CRM, it didn’t happen

This is a mantra I’ve carried across organizations, and I’m helping embed it at CFBNJ.

Not in a punitive way—but as a principle of operational clarity. The CRM should be our memory—our shared narrative. When the whole team commits to it, cross-functional alignment becomes real, not theoretical.

And when someone moves on or changes roles? The knowledge stays.

5. Systems don’t integrate themselves—people do

Our ERP is aging. Our CRM is new. Middleware is bridging the two. It’s not perfect—but it’s purposeful.

We’ve taken the view that integration isn’t a one-time decision—it’s an ongoing posture. From past projects, I know that even partial connectivity creates momentum. The key is to connect what matters most first—and keep the system flexible for growth.

6. Find the change agents and let them lead

In every CRM project, the most powerful voices aren’t always on the org chart—they’re the ones in the room asking better questions.

I’ve made it a point to identify and elevate those team members early. They’re already influencing process design, helping build internal trust, and modeling the kind of mindset that makes CRM systems stick.

They’re not just users. They’re movement builders.

Final thought

At CFBNJ, we’re in the midst of a multi-system transformation—but the philosophy is clear: CRM isn’t about tech. It’s about trust, visibility, and relationships that endure.

If there’s one thing I’ve learned across CRM projects, it’s this: success starts when you treat your system not as software, but as strategy. That’s how you align your team. That’s how you build for the long-term.

And that’s how you tell a better story—one field, one action, one relationship at a time.

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Reignite Donor Engagement: Mid-Year Strategies To Boost Retention And Prepare For Year-End Success https://bloomerang.com/blog/mid-year-donor-engagement-strategies/ https://bloomerang.com/blog/mid-year-donor-engagement-strategies/#respond Wed, 30 Jul 2025 09:00:07 +0000 https://bloomerang2dev.wpengine.com/?p=132385 Turning quiet summer months into strategic momentum The slower summer fundraising season is a great time of year to take stock of your donor relationships and ask, How connected do your donors feel to your mission right now? For some nonprofits, summer is packed with programming and activity, making fall the moment to take a […]

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Turning quiet summer months into strategic momentum

The slower summer fundraising season is a great time of year to take stock of your donor relationships and ask, How connected do your donors feel to your mission right now?

For some nonprofits, summer is packed with programming and activity, making fall the moment to take a breath and catch up. For others who experience the dreaded “summer slump” in giving, fall marks the beginning of serious planning for the all-important year-end push. Regardless of how summer unfolds for your organization, this is a season filled with potential.

The third quarter is a hidden gem in the fundraising calendar. It provides a strategic opportunity to rebuild momentum, reengage your supporters, and create a strong runway into the most generous season of the year. In this blog, we will explore smart, practical mid-year donor engagement strategies that can boost retention, deepen donor loyalty, and energize your year-end results.

Are you ready to maximize your fundraising potential? Take this quiz to find out how you can raise more money.

Why Q3 matters more than you think

Q3 is not just a holding spot between campaigns. It is a pivotal time to check in with your donors, reestablish consistent communication, and build trust before the year-end flurry begins. It is your opportunity to keep your organization’s name, mission, and impact fresh on the minds of your supporters. Donors who feel informed and appreciated are far more likely to remain engaged and respond positively when the year-end appeal arrives.

Rather than letting the summer season drift by, take proactive steps to ensure your donors feel seen, valued, and informed.

Many donors are less active over the summer due to vacations, family time, or simply shifting focus away from their inboxes. But this does not mean their commitment to your mission has disappeared. With thoughtful engagement, you can make the third quarter a launch pad for success. A few timely actions in the third quarter can mean the difference between a lapsed donor and a re-engaged supporter when year-end giving rolls around.

Evaluate and segment your donor base

Take this opportunity to analyze and segment your donor data. Q3 is a great time to assess where your relationships stand and identify areas to strengthen before launching major appeals.

Make sure your fundraising team is asking:

  • Who gave earlier in the year but has not been active recently?
  • Which long-time donors have lapsed?
  • Who are your most engaged supporters right now?

Using a platform like Bloomerang, you can group donors by giving history, recency, and frequency to deliver more meaningful, timely outreach. These insights help you focus your attention where it counts most.

Example:

A local financial literacy nonprofit used Q3 to review their lapsed donor list and discovered that many first-time donors from a spring campaign had not been contacted again. They launched a re-engagement series with a success story and a personal thank-you from a program participant.

Segmentation helps you craft the right message for the right audience, making every outreach more meaningful. Taking time to revisit your data and tailor your approach now will ensure that your upcoming campaigns are better targeted, more personal, and more likely to resonate. Donors who receive relevant communication are more inclined to re-engage and support your mission again.

Personalize and refresh your outreach

Once you understand where your donors stand, the next step is to reach out in a way that feels thoughtful and timely. The fall season is an ideal opportunity to add warmth and humanity back into your communications and reestablish the connection between your donors and the impact of their support.

Generic emails and appeals fall flat—especially in the quieter months. Fall is an ideal time to refresh and personalize your donor engagement strategy. Make your supporters feel like insiders, not just ATMs.

Consider these ideas to express appreciation to your supporters:

  • Sending handwritten thank-you notes with an update on mid-year impact
  • Creating personalized videos or messages from beneficiaries, employees, or board members
  • Tailoring your emails by giving level and/or donor interests

Here is an example:

A youth mentoring organization sent short thank-you videos from mentees to recurring donors, and response rates to their fall update emails increased significantly.

The third quarter gives you room to build a deeper connection with your community before the busy giving season begins. Donors who receive personalized outreach that reflects their unique relationship with your organization are far more likely to stay engaged and give again. This thoughtful touch can transform a one-time gift into a lasting partnership.

Survey and listen to your donors

After reestablishing a personal connection, it is equally important to show that your organization values what donors think and feel.

Engagement is a two-way street. Fall is a great time to listen and invite your donors to share their experiences. Surveys and quick feedback polls can provide powerful insights into how donors feel about their giving journey.

Use unified giving platforms like Bloomerang to ask donors questions such as:

  • What motivates you to give?
  • What types of updates do you prefer?
  • How can we better show our appreciation?

Here is an example:

After learning from a mid-year survey that many donors wanted impact updates via video, one community health nonprofit began including short client story clips in their newsletters. Their click-through rate doubled.

When donors feel heard, they are more likely to feel invested and stay involved. Even a brief opportunity to express their opinions can reinforce their emotional connection to your cause. By making space for authentic feedback, you demonstrate respect for their voice and invite them into the heart of your mission. This strengthens the relationship and builds a sense of partnership that will carry into future giving opportunities.

Highlight your mid-year impact

As you continue building strong two-way communication, it is essential to show donors the tangible impact they are making.

Your mission did not pause for the summer, and fall is a great time to show that progress. One of the best mid-year donor engagement strategies is to showcase how donor contributions have made an impact so far.

Consider creating a simple mid-year impact snapshot:

  • Highlight key wins or milestones
  • Share stories of transformation
  • Include impact metrics that show progress toward annual goals

Here is an example:

A domestic violence shelter created a simple one-pager showing 1,200 nights of safe housing provided so far in the year, plus a quote from a survivor. They mailed it with a thank-you letter—no ask. The goodwill set the tone for a strong fall appeal.

These communications demonstrate transparency, reinforce trust, and build anticipation for what is still to come. When you show donors that their support has already led to meaningful outcomes, you deepen their sense of purpose and motivate continued involvement as the year-end approaches.

97% of major donors state that their #1 reason for giving is directly based on the organization’s impact. See how Social Impact Solutions can help you expand your reach.

Plan stewardship activities now for year-end readiness

As you showcase your mid-year accomplishments, it is also critical to start preparing for what is next. Fall offers the ideal conditions to begin laying the foundation for a successful year-end campaign.

Stewardship is not just about saying thank you—it is about showing impact, building trust, and creating continuity. Q3 is the perfect time to engage donors with thoughtful, relationship-building activities that make them feel seen and appreciated.

Ideas include:

  • Hosting a “thank-you week” on social media with supporter shoutouts
  • Sending donor “anniversary” emails to celebrate their giving history
  • Scheduling mini events like donor briefings or coffee chats

Here is an example:

One environmental nonprofit invited their top 50 donors to a virtual Q&A with their conservation director. It was casual, informative, and generated several early pledges for their year-end campaign.

Even small gestures in Q3 can build emotional momentum that pays off when your end-of-year appeals go out. The more connected donors feel now, the more likely they are to respond generously when it matters most.

Make Q3 your launchpad for year-end success

Q3 is not just another quarter—it is your opportunity to refocus your donor relationships. Whether summer was busy or slow, this season invites nonprofits to approach donor relationships with fresh energy and thoughtful strategy.

Let this be the time your organization deepens relationships and inspires donor confidence. And if you are looking for tools to streamline your outreach, track impact, and strengthen donor communications, platforms like Bloomerang are here to support your success.

By applying these mid-year donor engagement strategies—personalized outreach, clear impact and storytelling, proactive planning, and authentic listening—you set the stage for meaningful engagement and long-term giving. This is your chance to stand out and build real momentum before year-end. If you want to communicate your impact and strengthen your donor relationships, Social Impact Solutions is ready to help you make your Q3 a season of meaningful connection, measurable progress, and lasting donor loyalty.

Schedule a Free Q3 Impact Review with Social Impact Solutions.

Make Q3 count. Lead with intention, communicate your impact, and strengthen donor connections that will fuel your mission for the rest of the year and beyond.

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Where strategic planning and fundraising meet https://bloomerang.com/webinar/where-strategic-planning-and-fundraising-meet/ https://bloomerang.com/webinar/where-strategic-planning-and-fundraising-meet/#respond Tue, 29 Jul 2025 15:48:11 +0000 https://bloomerang2dev.wpengine.com/?post_type=webinar&p=134464 The post Where strategic planning and fundraising meet appeared first on Bloomerang.

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When Saying Yes To Growth Means Saying No To Your Purpose https://bloomerang.com/blog/avoid-nonprofit-mission-drift/ https://bloomerang.com/blog/avoid-nonprofit-mission-drift/#respond Mon, 28 Jul 2025 09:00:15 +0000 https://bloomerang2dev.wpengine.com/?p=132381 Growth is exciting. It looks great in a board meeting. It signals momentum to funders. But sometimes, saying yes to that next program, partnership, or initiative means saying no to the reason you exist in the first place. Mission drift rarely announces itself. It starts with a single yes—a grant that doesn’t quite fit, an […]

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Growth is exciting. It looks great in a board meeting. It signals momentum to funders. But sometimes, saying yes to that next program, partnership, or initiative means saying no to the reason you exist in the first place.

Mission drift rarely announces itself. It starts with a single yes—a grant that doesn’t quite fit, an expansion that stretches your team, a partnership that nudges you off-course. And before long, you’re moving fast, doing more, and losing sight of why any of it matters.

That’s the risk: when growth becomes the goal, purpose gets crowded out.

It doesn’t have to be that way. You can grow without losing your footing. The organizations that do it best don’t chase every opportunity—they use purpose as a filter. And when purpose leads, growth follows the right path.

This post unpacks how to recognize the early signs of mission drift, how to pause before saying yes, and how to build purpose into every decision—especially when you’re moving fast.

Because scaling isn’t success if it costs you your mission.

The pressure to grow is real—but so is the cost

Most nonprofits aren’t growing out of ego. They’re growing out of necessity. Budgets are tight. Funders expect more. The community’s needs are urgent. So when a new opportunity shows up, it’s natural to say yes.

But every yes carries a weight. Time, attention, and capacity are finite—and the more directions you stretch, the harder it is to stay aligned. Your team feels it. Your message starts to blur. And eventually, even your supporters may struggle to recognize the organization they once connected with.

That’s not failure. It’s a sign that it’s time to reset your planning strategy and check your alignment.

Use your mission like a filter, not a slogan

It’s easy to treat your mission as a branding statement—something you write once, post in the lobby, and repeat in fundraising copy. But purpose isn’t just what you say. It’s how you choose.

Mission-driven organizations use their purpose as a filter for every decision:

  • Does this opportunity deepen our impact or distract from it?
  • Is this about serving our community—or meeting external pressure?
  • Will this decision serve us five years from now or just next quarter?

That kind of alignment isn’t rigid. It’s what makes flexibility possible—because you always know what you’re flexing from.

📘 In his influential book on purpose-driven leadership, Mission Drift, Peter Greer writes:

“It takes focused attention to safeguard your mission.“ Mission True organizations, he adds, “know why they exist and protect their core at all costs.”

Early warning signs of mission drift

Mission drift doesn’t always show up as a dramatic pivot. Sometimes, it creeps in quietly—hidden behind busy schedules, funding pressures, or the momentum of doing more.

It’s a well-documented challenge—especially for hybrid organizations balancing social and commercial aims. Mission alignment can become harder to sustain as growth accelerates.

If your team is feeling off-track, look for these signals:

  • You’re hitting your goals, but the connection to your mission feels unclear.
  • Conversations focus on funder expectations more than community needs.
  • Successful programs don’t reflect your long-term direction.
  • Staff and board members struggle to explain how new work ties back to your purpose.

None of these are failures. They’re prompts. They’re your cue to ask whether your current path still reflects who you are—and why you’re here.

“Mission drift is the slow and insidious shift away from the original mission, purpose, and identity of an organization.”

Peter Greer, Mission Drift

The most effective nonprofits pause before saying yes

When everything feels urgent, slowing down might feel counterintuitive. But if you want to grow without losing your way, you need space to prioritize. Here are three frameworks that help:

The matrix map
Plot every program by mission alignment and financial sustainability. You’ll see what’s driving impact—and what’s just taking up space. Use it to evaluate your programs—and decide what to strengthen, what to reassess, and what to sunset—without overcomplicating your process.

The 70/20/10 model
This resource allocation model helps you balance core work with innovation. Spend 70% of your time on what’s proven, 20% on what stretches your impact, and 10% on what’s experimental. It keeps growth focused without killing new ideas. And it’s one of the most effective ways to manage nonprofit growth without losing your focus.  This approach mirrors Jim Collins’s “preserve the core, stimulate progress” philosophy—honoring what works while staying open to what’s next.

The Reality Check
Before you say yes to anything new, ask:

  • Do we have the capacity to execute well?
  • What happens if we don’t take this on?

If the answer is “not much,” you may not need to take it on. If the answer is “a lot,” and you still can’t do it well, something else has to give. These questions help surface priorities without shame or blame—just clarity.

🎯 Growth doesn’t justify everything.

“To avoid mission drift, leaders must be hyper-focused on the impact they want to make with their stated mission.”

Forbes Nonprofit Council

Real alignment doesn’t always look like growth

You won’t always get applause for saying no. Sometimes staying true to your mission means passing on a big grant or declining a flashy partnership. It might even mean growing slower than you’d like. But that’s not playing small. That’s playing long.

When your team knows what you stand for, they can make decisions with confidence. When your programs clearly connect to your purpose, your supporters trust you more. And when you build that kind of alignment into your culture—not just your strategy—you don’t have to choose between scale and mission. You grow with purpose.

🛑 With great growth comes great responsibility.

As Ted Lasso would say, “Doing the right thing is never the wrong thing.” Sometimes that means saying no—even to the big opportunities.

Purpose builds internal alignment

Staying aligned with your mission isn’t just about public messaging. It’s how you reinforce culture. When your team understands the why behind every decision, they can move faster, with more confidence. Collaboration feels easier. Trust grows organically—both inside your organization and with the people you serve.

Purpose works like a compass. The more you use it to guide real decisions, the more it shapes how your team thinks, plans, and responds. That kind of alignment isn’t about staying the same. It’s about staying focused—even as you evolve.

💡 Yada yada yada … and suddenly you’re off mission.

As Peter Greer puts it, “Drift is what happens when we stop asking why.”

The last word: Grow on purpose

Scaling isn’t the problem. Losing your way is.

Your nonprofit can take on more, reach further, and evolve with the world around you—if every step is rooted in purpose. That’s what makes growth sustainable. That’s what builds trust that sticks. And that’s what turns your mission from a statement into a strategy.

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