Don’t Let Your DAF Donors Fall through the Cracks of Your Thanking Process!

Crack.

Could you imagine a situation where one of your most dedicated and generous donors gives your organization a gift… and you never acknowledge or thank them?

That would never happen, right?

But it’s happening accidentally more and more often…

More and more donors are giving gifts through Donor Advised Funds (DAFs).  Because the gift is often labeled as from “Fidelity Charitable” or “Network for Good” (or something similar), the donor who initiated the gift mistakenly goes un-acknowledged and un-thanked.

You might remember that a few years ago, when Twitter was still Twitter, there was an account called The Whiny Donor.

Whiny was a gift to the nonprofit world because she Tweeted what other donors were thinking but not saying.

And Whiny had some experience with DAF giving…

Yikes!

Another gem…

Whiny has since stopped Tweeting, but what she experienced as a DAF donor is still too common.

And here’s the thing… if this is happening to your donors, most of them won’t complain. They’ll simply stop giving because they start to feel like their giving doesn’t matter.

That’s why it’s so important to thank and steward your DAF donors.

As you’re looking at year-end reports, make note of any gifts that came from a Donor Advised Fund (DAF) like Fidelity Charitable, Schwab Charitable, Vanguard Charitable, Network for Good, or any community foundation. Double-check to make sure the donor who initiated the gift was thanked.

If you’re unsure whether a DAF donor has been thanked, reach out with a phone call, a handwritten note, a personal email thanking them for their kind and generous gift — I’m sure you would put a smile on your donor’s face.

Donors who give through DAFs are some of your org’s most faithful donors. You can stand out from the crowd by doing an excellent job of thanking and stewarding them when they give through their DAF.

Three Ways to Thank Your Donors in less than Five Minutes

Thank

You may have heard January called “Thankuary”…

It’s the perfect time to let your donors know how truly special and valuable they are.  After countless emails, letters and phone calls (hopefully) towards the end of the year, January is a natural time to say “thank you.”

So, here are 3 ways you can thank your donors today… and they all take less than 5 minutes!!

1.  Call a donor, say “thank you” and listen — Donors love to be thanked; they also love the chance to share why they gave.  They’ll be surprised and delighted you took the time to reach out to them personally, even if they don’t pick up.

2.  Write a handwritten note — Sending a personal note, written by a human (even if it isn’t you!), goes a long way.  Mail it on personal stationery, or even in a hallmark card-sized envelope.  It can be short and sweet.  They won’t forget it.

BONUS TIP: Want to reach even more donors?  Have a “thank you card party” at the office and give everyone 10 cards and a short script! 

3.  Forward an already-planned mass email — Does your organization already have a thank you email planned for January?  Take a minute to forward that to a special donor right from your email before the main email goes out to everyone.  You could even share a little “before and after story” that made you think of them.

Every 5 minutes counts!  How many donors can you thank today?! 

PS — Need more ideas for Thankuary?  Use this Cheat Sheet (with examples) for how to run a great Thankuary campaign!

It’s Thankuary Time!

thankuary

A little over five years ago we invented “Thankuary” – taking the month of January and intentionally Thanking your donors with focus and emotion.

Your donors deserve it, and it will help you raise more money in 2023.

This post links to several free resources you can use to Thank your donors.

Start your year off by making sure your donors feel your appreciation. It’ll set you off on the right foot for the rest of the year!

Happy Thanksgiving!

Thanks.

Thank you for the work you do!

On behalf of your beneficiaries or cause, you make the generous act of asking donors to help. That’s a gift to who or whatever you serve, to your organization, and to your donors.

Fundraising is often hard, draining work. You have to see and hear so many stories that are tough. Then you have to share them. You have to be other-focused. All of which is wearing.

But there are so many parts of fundraising to be thankful for! For the funds you help raise that make your organization’s work possible. For increasing people’s awareness of what you’re working on and giving those people a chance to do something about it. For the incredible changes made possible by your organization.

You make the world a better place! As Dr. Martin Luther King says, “The arc of the moral universe is long, but it bends towards justice.” Thank you for “bending the arc” towards justice – and we at Better Fundraising love getting to be a small part of the great work you do.

Thank you for being a Fundraiser, and have a wonderful Thanksgiving!

~ Jim & Steven

How To Get the Most Out of Your Donor Thank You Calls

Thank you calls.

I think we all know that calling your donors to thank them is important, but in the back of our minds it goes something like this…

“I don’t have time,” and “how much does it really matter,” and “they never pick up,” and “wait, what if they do pick up?!”

If you are an annual gift officer looking for leads, or a major gifts officer building relationships, or even program staff hoping to spread the word about an event, here are some helpful steps you can take to make sure your donor thank you calls are worth your time:

  1. Do your research ahead of time — Spend 2 minutes in their donor record prior to the call. What you find could be crucial to your conversation.
    • When did they start giving? Previous board member? Where do they live? Which funds or campaign do they typically give to? Who do they have relationships with? Do they attend your events?
  2. Ask Discovery questions — Don’t waste your time as a fundraiser; if the donor answers the phone, use the opportunity to thank the donor and gather some discovery information. Here are my Top 5 Favorites:

    a. What inspired your gift?

    b. Do you have any personal connections to <insert your organization>’s employees, volunteers, or events?

    c. Can you tell me about your charitable giving? Are we in your top 3 charities?

    d. Is our organization in your will or estate plan?

    e. What’s the best way to contact you? Phone, email, mail?

  3. Send an email or thank you card — No one picked up the phone? Didn’t have time to call everyone? Send a personal thank you email with a discovery question.
    • You might be surprised who responds to your email AND shares discovery information with you. Even if you write a handwritten note to put in the mail, add your business card. You NEVER know when they might call you back.
  4. Take notes — Was their gift in memory of someone? Did they mention vacationing on their family yacht? Are their kids in high school? College? Are they retired?

If you don’t take a few minutes to call a donor to thank them, you’ll never know what you might be missing. You could be surprised at what you learn – once I had a donor notify me of a $100,000 estate gift during a thank you call!

Each donor will be grateful that you thanked them, and sometimes they might share a bit more than you expected. You will have deepened the relationship and increased your chance of another gift in the future!

Six Tips for the First Sentence of Your Next Thank You/Receipt Letter

Heat Map

How you write the first sentence of your receipt letter (or autoreply email) makes a great deal of difference for whether your donor keeps reading… or not.

Let me give you five tips we live by at Better Fundraising.

Be Direct

The more direct and “to the point” you can be, the better. Here are two first sentences that I use all the time:

“Thank you for your generous gift of [GiftAmt]!”

“You are so generous, thank you!”

Using your first sentence to “send the main message” is an effective tactic in your donor communications. Your donor doesn’t have to read any further and she’s already received the message you’re trying to send.

Short and sweet

Think of the first sentence as the “on-ramp” to the rest of your note or letter. If the on-ramp is easy, your donor is likely to keep reading.

If the on-ramp sentence is long, with lots of clauses or jargon, your donor is less likely to keep reading.

Share the Outcome

Another powerful idea is to share the outcome of the donor’s gift. This isn’t always possible, but here are some examples:

“Thank you for your gift to put on this fall’s exhibit.”

“Thank you for your poverty-fighting gift!”

“Thank you for your generosity, your gift will fund vital research!”

It’s great if you can thank your donor and give her a sense of what her gift will accomplish – in one short sentence.

Start with the Beneficiaries

It’s always a good idea to mention the people or thing your organization serves! This results in first sentences like this:

“Thank you for your gift to protect endangered wetlands!”

“Thank you for your gift to help the children!”

“Thank you for preserving heirloom quilts for quilt-lovers to see!”

Use ‘You’

The word “you” is magical at getting your reader’s attention. It’s also a good way to signal to the donor that this piece of communication is about them – that they should be interested in this and want to read it.

“Your generosity amazes me!”

Use the word “you” early and often.

It’s Not About Your Organization

One of the secondary benefits of using the word “you” is that you’re not writing your organization’s name, or the words “we” or “us.”

There’s nothing intrinsically wrong with those words or your organization’s name. Just remember that the best Thank You’s tend to be about the donor and their gift – and not about the organization.

Final Thought

You want to write something that your donor is interested in reading, and makes her want to keep reading.

If it helps, here’s an example of what not to do. It’s my all-time favorite bad opening line of a thank you / receipt letter:

“Recently, we returned from an all-staff retreat.”

Ask yourself, why would a donor want to keep reading?

If you want your donors to keep reading, follow the guidelines above. Your Thank You’s and Receipt Letters will improve in no time!

What a Heat Map Should Teach You About Thanking

Heat Map

I want you to think about the graphic above the next time you look at your Thank You/Receipt letter.

Why?  Because let’s make sure you’re not accidentally hiding the main message you’re trying to send a donor right after they’ve given you a gift!    

Heat Maps

The graphic above is what’s called a “heat map.”  It tracks where reader’s eyes looked as they read this piece of direct mail fundraising.  It also tracks the order in which the Reader looked at each area.

Not all heat maps look the same, but they generally look like this one.

And if you look at any of them, you quickly see that donors tend to read the beginnings and endings of your messages, and not much in between. 

A Question for You

I want you to visualize your organization’s Receipt letters and Thank You letters.  Better yet, print them out and put them on your desk.

With this heat map in mind, do your receipt letters and Thank You letters actually communicate what you are trying to communicate?

Is it easy for a donor to read that she is being thanked, and that your organization is full of gratitude for her?

Or have you accidentally hidden the main message in places where your donors are less likely to read them?

My advice is to make sure that there is a clear Thank You in two of the following three places:

  • The first sentence
  • The last sentence
  • In the upper right corner

Why two of the three?  To increase the chances that a “skimmer” will read one of them.  Because you don’t know what part a donor is going to read!

Your Assignment

I could go deeper on all this.  But I’d rather you spend your time looking at your Thank You and Receipt letters.  Same thing goes for the email versions.

Make sure that your message of gratitude is easily seen at just a glance – because that’s often all you get! 

Does the rest of your message need to be well-written?  Of course (I talk about it in this post).  But a surprising amount of Thank You success is dependent on getting the top and bottom correct!

An Unfortunate Thanking Adventure in Three Paragraphs

Today I want to share an example of an unfortunate Thanking experience that happened to me.

It’s from a small, under-staffed organization. I’m not throwing rocks here – I love the organization, we’ll donate again, and I know full well the challenges of doing all this stuff well at a small shop.

But it’s a real-life example of how a Thank You can get off-target in just three short paragraphs.

The Salutation

“Dear Stephen.”

Ouch. Not a great start to misspell my name (especially after spelling it correctly in my email address), but we’ve all done it.

The First Paragraph

“Your generous donation is greatly appreciated!”

That’s a great first paragraph. It starts with the word “you.” It’s short and easy to understand. The exclamation point makes it feel human, not corporate. Great stuff.

The Second Paragraph

“You are cordially invited [Organization Name]’s Giving Circle and gift a free membership to the [Organization Name]’s Health Advisor Training Program to anyone of your choosing. You can find an explanation of the giving circle here: https://organizationname.org/join-our-giving-circle/”

This is where this short Thank You email loses track of its job, its purpose. A Thank You should be about the donor and the gift they just gave, not about the organization and the donor’s next gift.

A one-sentence Thank You followed by an invitation to give more is not what I’d recommend when thanking a donor for a gift.

The Third Paragraph

“Please find attached a personal thank you from [Name], Executive Director of [Organization Name]. If you would like to receive a magnet ([Organization Name]’s logo) in the mail, please reply to this email with your physical address. Again, thank you for your support!”

As a donor, I wondered why the Executive Director didn’t send their Thank You to me directly. The subtle message to the donor in a situation like this is that “I’m not important enough to hear directly from the highest-ranking person.”

As a fundraising professional, I marveled at the email bringing up another thing for me to do. If you’re scoring at home, that’s three (join the giving circle, give a free membership to something I’ve never heard of, and get a magnet), which is two too many.

The Lessons

There’s a lot going on in this little three-paragraph Thank you. But here are three lessons you can use to make sure your Thank You’s are on target:

  • I said it earlier, but it bears repeating: a Thank You should be about the donor and the gift they just gave, not about the organization and the donor’s next gift. Use your Thank You’s to make your donor feel appreciated and special. Save any overt talk of further giving until later communications.
  • Keep it simple. Sharing a way a donor can get more involved is a great idea – the magnet in this email is a nice touch. But giving a donor three different things is too many. There should never be more than one.
  • Save it for later. There’s a lot of great content in this email; it’s just too much for one email. Save some things for later (or your New Donor Welcome stream), and use them as reasons to contact the donor again. For instance, this organization could send me a separate email about the free membership that I can give.

If you want to go deeper, I recently shared a free template for a Thank You/Receipt letter, and an 8-minute video walking you through the template, over at Work Less Raise More.

The Thank You section of that letter is a great example of a short, powerful Thank You.

Good luck with your Thank Yous!

Happy Thanksgiving!

Thanks.

Thank you for the work you do!

On behalf of your beneficiaries or cause, you make the generous act of asking donors to help. That’s a gift to who or whatever you serve, to your organization, and to your donors.

Fundraising is often hard, draining work. You have to see and hear so many stories that are tough. Then you have to share them. You have to be other-focused. All of which is wearing.

But there are so many parts of fundraising to be thankful for! For the funds you help raise that make your organization’s work possible. For increasing people’s awareness of what you’re working on and giving those people a chance to do something about it. For the incredible changes made possible by your organization.

You make the world a better place! As Dr. Martin Luther King says, “The arc of the moral universe is long, but it bends towards justice.” Thank you for “bending the arc” towards justice – and we at Better Fundraising love getting to be a small part of the great work you do.

Thank you for being a Fundraiser, and have a wonderful Thanksgiving!

~ Jim & Steven