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Creative  Thank  Yous:  
Boost  Donations  with  an  
Attitude  of  Gratitude    
4/8/15  
1:30pm  Eastern  
The  presentation  will  begin  shortly.
Before  We  Get  Started
3
This  presentation  is  being  recorded!  
The  recording  and  slides  will  be  emailed  to  you    
later  this  afternoon.  
Please  chat  in  any  questions  for  our  guest.    
We  will  answer  them  in  the  formal  Q&A  session    
at  the  end  of  the  presentation.
3
3
Our  guest  presenter  »
Claire Axelrad, J.D., CFRE
• Outstanding Fundraising
Professional of the Year by the
Association of Fundraising
Professionals
• 30 years frontline development and
marketing experience to her work as
principal of Clairification.
• Frequent contributor to leading
nonprofit resources including
4GOOD, Fundraising Success
Magazine, Nonprofit Hub,
Nonprofit.about.com, npENGAGE
Experts and Guidestar.
Creative Thank You’s: Boost
Donations with an Attitude of
Gratitude
If you can retain just 10%
more of your supporters
you can increase their
lifetime value by 200%.
2
Triple the Value of our Donors?
Nonprofits today lose, on average,
72.7% of donors after the first gift
 27.3% of first-time donors never give again
(bucket is only ¼ full)
 41.6% of multi-year donors lapse (bucket is
only a bit more than ½ full)
 Median retention for all donors is just 43%
 Probability a donor will make five
consecutive gifts is only 10-15%
Your nonprofit cannot survive
this way
That would be
MIND BLOWING, dude!
3
Gratitude: Your Secret Weapon
Stop the leaky bucket by
making stewardship about
relationships, not checklists
 No one-size fits all thank you letters
 Steward from your donor’s perspective
 Powerfully demonstrate the impact of
donors’ gifts
 Make donors feel like heroes
 Set up your next gift strategy
 Establish acknowledgement policies &
procedures
 Develop a gratitude culture
 Love your donor with unending gratitude
Thank You Program Essentials
 Polices & Procedures
 TYs that align with
appeals
 TYs written by
thoughtful writers
 TYs written before
gifts arrive
 TYs that are different
for different donor
segments
 TYs sent more than
once
 TY written from
donor’s perspective
4
Ask yourself if you’ve got your basics covered
before you get creative
3 Essential “P’s” of Thanking
Donors are people. Stop treating them as transactions.
Just like grandma when she sends a
gift, donors want to know you
received the gift and how much it
meant to you
Powerful
Polite
Personal
Prompt
After all, it’s only
Within 48 hours
Tailored; aligned w/donor
needs and motivations
Descriptive of impact
Fundamentals:
Policies & Procedures
 48 hours
 Craft thank you and
appeal together
 Reinforce what may be
important to your donor
 Welcome packages for
new donors
 Establish rules for
personalization
opportunities6
Create written guidelines so you
don’t neglect any fundamentals
or miss any opportunities
The Donor-Centered
Thank You Letter
 Catchy opening; no jargon
 Tell a story to emotionally
illustrate how gift will be used
 Invite involvement
 One signer to keep it authentic
 P.S.
 Thoughtful inserts that make
donor feel good
You remembered, because
they couldn’t. Thanks for
responding to our request
for the Dementia Center.
Mary will be safe from now
on, because she’ll have help
at home. You’re our hero!
And as you requested, we’ll
keep your gift anonymous.
Email
 Personal
 You did it!
 You’re amazing
 See the impact
 Your voice
matters
You, yes YOU,
are cleaning up
air pollution! See
how we shared
your support…
see how much
you COUNT!
8
The Donor-Centered Welcome Kit
Elements
 Dynamite thank you letter
 Helpful information
 Invitations to get involved
 Testimonials to build trust
 Personal contact
Warm and welcoming
Impersonal and boring
10
Boring Thank You’s Don’t Cut it
Would you believe…
a study conducted by Charity
Dynamics and NTEN shows 21%
of donors say they were never
thanked for their support at all?
When you send something
perfunctory and non-personal
your donor may fail to notice.
You’ll leave no impression.
11
10 Creative Ways
to Thank Your Donors
1. Handwriting; Personal notes
2. Phone calls
3. Thankathon
4. Different signers and
senders
5. Greeting cards, e-greetings
6. Post cards
7. Token gifts
8. Snapshots
9. Videos
10. Public recognition
The Donor-Centered
Handwritten Thank You
“We are incredibly honored
to have you as a partner in
the fight for…
We look forward to keeping
you informed…
We will send you an
acknowledgment for your
total donations made in 2014
in early January. However,
please just let us know if you
would like to receive…”12
1
The Donor-Centered
Thank You Call
Penelope Burk’s research:
 95% would appreciate a thank-you call
within a day or two of gift
 85% said call would influence them to
give again
 84% said they’d definitely or probably
increase their gift
When board member called w/in 48 hours:
 42% larger gifts from donors called
 39% more renewed their gifts
Download free e-book
at clairification.com
2
Thankathons
 Pure thank you call
 ‘Feel good’ for donors
 Opportunity to learn
more about donors
 Volunteer engagement
 Staff team building
 Inter-departmental
bonding14
Hand-painted posters were placed in
reception and the conference room
of Operation Smile's Thankathon
Read more on SOFII
3
Different Signers and Senders
 It’s part of everyone’s job
to connect with donors
 Your competitive edge is
“customer service”
 Include in employee
orientation
 Incorporate in employee
handbook
 Include in employee
evaluations
 Devote time to daily
gratitude practice
Thank more than once, preferably
from different folks as connectors
I’m a guide
dog and I
want to share
my story…
I’m a parent
and wanted
to tell you…
I’m a table
captain and
want to thank
you for
attending…
I direct this
program
and your gift
will mean …
I’m a tree,
and here’s
why I want
to hug you…
4
16
Delight Donors with
Greetings for all Occasions
 Holidays big and small
 Dates in your donor’s
personal calendar
 Dates in your donor’s
relationship with your
cause
 Make something up!
How do I heart thee?
Let me count
the ways.
5
Holiday Greeting Cards
 You’re spooktacular!
Because of you,
_________ (impact
example).
 You’re fa-boo-lous! Thank
you for your kindness and
commitment to _________.
(people/things you serve)
 Who’s terror-ific? You’re
terror-ific! Without
you, _________ (impact
example).
17
More Greetings that Say Thanks
Happy Mother’s Day!
“Thanks for all the love you’ve
given us, and for nurturing
this project to fruition. Wish
every project had a ‘Mom’ like
you.”
18
Animals at Smithsonian National Zoo get creative
writing their own, personal thank you’s – which can
be used for any occasion!
Holiday E-Greetings
19
Holiday Greeting Video and Link
20
“Thank you for not letting me fall through the cracks.”
“To all supporters of veterans and their
Families, we really can’t thank you enough.”
“You’re helping communities our size, and the
nation as a whole. That’s a beautiful thing.”
21
‘Make-it-up’ Occasions to
Send Donor Greetings
Happy July 26th!
“Did you know on this
date in 1952 Mickey
Mantle hit his first
“Grand Slam?” Well, you
hit one too this past year
when you joined our
Legacy Society. We hope
you’ll wear your ‘mantle’
proudly. Thank you so
much.”
“You hit it out of the
ballpark for us.
Thank you!”
Post Cards
Your gift gave the class
such a wonderful time
at the symphony…
Wish you were here!”
22
Stamp
SOME IDEAS:
 Send thoughtful cards from your personal travels
 Send thank you cards from your clients’ outings
 Create personalized cards using online services
 Send an Annual Report post card
6
Token Thank You Gifts
23
I’ve brought you some
home- baked cookies –
just to say THANKS
and tell you you’re
awesome!
Just thinking of how you make life sweeter
for the people we work with together. Sweets
For the sweet! Thank you.
While making jam this
Week-end I thought of you
and how you were really
there for all of us last
week.
Just wanted to drop this off
To say thanks.
7
24
Some Nifty Thank You Gift
Ideas from the Web!
Thanks for
giving a hoot
about out cause!
Get a local café
to donate
gift
certificates.
How about “We
need s’more
supporters
like you!
Inexpensive –
would make a
nice hand-
delivered gift.
Snapshots
“Looks like you were
having a great time at
the event. We’re so glad
you could join us!”
“Your support helped all
these people develop
new job skills this year.
You are our hero!”
25
Donors
Clients
8
Video Thank You’s
26
Create a simple video using a
smart phone as your tool and
your staff as your actors. Upload
to Vimeo or YouTube
9
27
28
Public Recognition
 Say something positive about your
donor in front of someone they admire
 Write a story about your donor
 Publicly honor your donor
 Send a group email acknowledging
your donor in front of others
 Send a tweet acknowledging your
donor’s awesomeness
 Pin photos of your awesome
supporters onto a special Pinterest
board (e.g., “Star Supporters,” “Extra
Mile Donors,” “Razoo Raisers”)
You’re
our
Hero
10
Gratitude Gives
Good Karma
 Take the Donor-
Centered Pledge
 Get Top-Down Buy-in
to Customer Service
 Create a Gratitude
Regimen
 Reap the Rewards
 Take the donor-
centered pledge
 Get top-down buy-in
to a customer service
orientation
 Create a gratitude
regimen
THE DONOR-CENTERED PLEDGE
We, [fill in the name of your nonprofit organization
here], believe that…
Gifts are not “cash transactions.” Donors are not
merely a bunch of interchangeable, easily replaceable
credit cards, checkbooks and wallets.
Having a program for developing a relationship with
that donor is how organizations tap that enormous
potential.
“Lifetime value of a donor” is the best (though often
overlooked) way to evaluate “return on investment” in
fundraising.
Many first-time gifts are no more than “impulse
purchases” or “first dates.”
A prerequisite for above-average donor retention is a
well-planned donor-centric communications program
that begins with a welcome.
Take an organization-wide
pledge to commit to a culture of
philanthropy
How to Hug Your Donors
To keep your donors you
must hold them close
Consider a warm, genuine
thoughtful thank you as a
HUG IN AN ENVELOPE.
Every donor deserves a
hug. Research shows
you’re not hugging them
enough.
d
o
n
o
r
Riff on cartoon by Hugh Macleod, Gaping Void
Sign up for my free blog
www.clairification.com
claire@clairification.com
Get your free copy of
The Key to Meaningful Donor Thank
You’s: Understanding the “Why”
http://bit.ly/1xZLA7a
Follow me:
 Twitter @charityclairity
 www.pinterest.com/charityclairity/
31
Claire Axelrad, J.D., CFRE
Questions?
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Creative Thank Yous - Boost Donations with an Attitude of Gratitude

  • 1. Creative  Thank  Yous:   Boost  Donations  with  an   Attitude  of  Gratitude     4/8/15   1:30pm  Eastern   The  presentation  will  begin  shortly.
  • 2. Before  We  Get  Started 3 This  presentation  is  being  recorded!   The  recording  and  slides  will  be  emailed  to  you     later  this  afternoon.   Please  chat  in  any  questions  for  our  guest.     We  will  answer  them  in  the  formal  Q&A  session     at  the  end  of  the  presentation.
  • 3. 3
  • 4. 3 Our  guest  presenter  » Claire Axelrad, J.D., CFRE • Outstanding Fundraising Professional of the Year by the Association of Fundraising Professionals • 30 years frontline development and marketing experience to her work as principal of Clairification. • Frequent contributor to leading nonprofit resources including 4GOOD, Fundraising Success Magazine, Nonprofit Hub, Nonprofit.about.com, npENGAGE Experts and Guidestar.
  • 5. Creative Thank You’s: Boost Donations with an Attitude of Gratitude If you can retain just 10% more of your supporters you can increase their lifetime value by 200%.
  • 6. 2 Triple the Value of our Donors? Nonprofits today lose, on average, 72.7% of donors after the first gift  27.3% of first-time donors never give again (bucket is only ¼ full)  41.6% of multi-year donors lapse (bucket is only a bit more than ½ full)  Median retention for all donors is just 43%  Probability a donor will make five consecutive gifts is only 10-15% Your nonprofit cannot survive this way That would be MIND BLOWING, dude!
  • 7. 3 Gratitude: Your Secret Weapon Stop the leaky bucket by making stewardship about relationships, not checklists  No one-size fits all thank you letters  Steward from your donor’s perspective  Powerfully demonstrate the impact of donors’ gifts  Make donors feel like heroes  Set up your next gift strategy  Establish acknowledgement policies & procedures  Develop a gratitude culture  Love your donor with unending gratitude
  • 8. Thank You Program Essentials  Polices & Procedures  TYs that align with appeals  TYs written by thoughtful writers  TYs written before gifts arrive  TYs that are different for different donor segments  TYs sent more than once  TY written from donor’s perspective 4 Ask yourself if you’ve got your basics covered before you get creative
  • 9. 3 Essential “P’s” of Thanking Donors are people. Stop treating them as transactions. Just like grandma when she sends a gift, donors want to know you received the gift and how much it meant to you Powerful Polite Personal Prompt After all, it’s only Within 48 hours Tailored; aligned w/donor needs and motivations Descriptive of impact
  • 10. Fundamentals: Policies & Procedures  48 hours  Craft thank you and appeal together  Reinforce what may be important to your donor  Welcome packages for new donors  Establish rules for personalization opportunities6 Create written guidelines so you don’t neglect any fundamentals or miss any opportunities
  • 11. The Donor-Centered Thank You Letter  Catchy opening; no jargon  Tell a story to emotionally illustrate how gift will be used  Invite involvement  One signer to keep it authentic  P.S.  Thoughtful inserts that make donor feel good You remembered, because they couldn’t. Thanks for responding to our request for the Dementia Center. Mary will be safe from now on, because she’ll have help at home. You’re our hero! And as you requested, we’ll keep your gift anonymous.
  • 12. Email  Personal  You did it!  You’re amazing  See the impact  Your voice matters You, yes YOU, are cleaning up air pollution! See how we shared your support… see how much you COUNT! 8
  • 13. The Donor-Centered Welcome Kit Elements  Dynamite thank you letter  Helpful information  Invitations to get involved  Testimonials to build trust  Personal contact Warm and welcoming Impersonal and boring
  • 14. 10 Boring Thank You’s Don’t Cut it Would you believe… a study conducted by Charity Dynamics and NTEN shows 21% of donors say they were never thanked for their support at all? When you send something perfunctory and non-personal your donor may fail to notice. You’ll leave no impression.
  • 15. 11 10 Creative Ways to Thank Your Donors 1. Handwriting; Personal notes 2. Phone calls 3. Thankathon 4. Different signers and senders 5. Greeting cards, e-greetings 6. Post cards 7. Token gifts 8. Snapshots 9. Videos 10. Public recognition
  • 16. The Donor-Centered Handwritten Thank You “We are incredibly honored to have you as a partner in the fight for… We look forward to keeping you informed… We will send you an acknowledgment for your total donations made in 2014 in early January. However, please just let us know if you would like to receive…”12 1
  • 17. The Donor-Centered Thank You Call Penelope Burk’s research:  95% would appreciate a thank-you call within a day or two of gift  85% said call would influence them to give again  84% said they’d definitely or probably increase their gift When board member called w/in 48 hours:  42% larger gifts from donors called  39% more renewed their gifts Download free e-book at clairification.com 2
  • 18. Thankathons  Pure thank you call  ‘Feel good’ for donors  Opportunity to learn more about donors  Volunteer engagement  Staff team building  Inter-departmental bonding14 Hand-painted posters were placed in reception and the conference room of Operation Smile's Thankathon Read more on SOFII 3
  • 19. Different Signers and Senders  It’s part of everyone’s job to connect with donors  Your competitive edge is “customer service”  Include in employee orientation  Incorporate in employee handbook  Include in employee evaluations  Devote time to daily gratitude practice Thank more than once, preferably from different folks as connectors I’m a guide dog and I want to share my story… I’m a parent and wanted to tell you… I’m a table captain and want to thank you for attending… I direct this program and your gift will mean … I’m a tree, and here’s why I want to hug you… 4
  • 20. 16 Delight Donors with Greetings for all Occasions  Holidays big and small  Dates in your donor’s personal calendar  Dates in your donor’s relationship with your cause  Make something up! How do I heart thee? Let me count the ways. 5
  • 21. Holiday Greeting Cards  You’re spooktacular! Because of you, _________ (impact example).  You’re fa-boo-lous! Thank you for your kindness and commitment to _________. (people/things you serve)  Who’s terror-ific? You’re terror-ific! Without you, _________ (impact example). 17
  • 22. More Greetings that Say Thanks Happy Mother’s Day! “Thanks for all the love you’ve given us, and for nurturing this project to fruition. Wish every project had a ‘Mom’ like you.” 18 Animals at Smithsonian National Zoo get creative writing their own, personal thank you’s – which can be used for any occasion!
  • 24. Holiday Greeting Video and Link 20 “Thank you for not letting me fall through the cracks.” “To all supporters of veterans and their Families, we really can’t thank you enough.” “You’re helping communities our size, and the nation as a whole. That’s a beautiful thing.”
  • 25. 21 ‘Make-it-up’ Occasions to Send Donor Greetings Happy July 26th! “Did you know on this date in 1952 Mickey Mantle hit his first “Grand Slam?” Well, you hit one too this past year when you joined our Legacy Society. We hope you’ll wear your ‘mantle’ proudly. Thank you so much.” “You hit it out of the ballpark for us. Thank you!”
  • 26. Post Cards Your gift gave the class such a wonderful time at the symphony… Wish you were here!” 22 Stamp SOME IDEAS:  Send thoughtful cards from your personal travels  Send thank you cards from your clients’ outings  Create personalized cards using online services  Send an Annual Report post card 6
  • 27. Token Thank You Gifts 23 I’ve brought you some home- baked cookies – just to say THANKS and tell you you’re awesome! Just thinking of how you make life sweeter for the people we work with together. Sweets For the sweet! Thank you. While making jam this Week-end I thought of you and how you were really there for all of us last week. Just wanted to drop this off To say thanks. 7
  • 28. 24 Some Nifty Thank You Gift Ideas from the Web! Thanks for giving a hoot about out cause! Get a local café to donate gift certificates. How about “We need s’more supporters like you! Inexpensive – would make a nice hand- delivered gift.
  • 29. Snapshots “Looks like you were having a great time at the event. We’re so glad you could join us!” “Your support helped all these people develop new job skills this year. You are our hero!” 25 Donors Clients 8
  • 30. Video Thank You’s 26 Create a simple video using a smart phone as your tool and your staff as your actors. Upload to Vimeo or YouTube 9
  • 31. 27
  • 32. 28 Public Recognition  Say something positive about your donor in front of someone they admire  Write a story about your donor  Publicly honor your donor  Send a group email acknowledging your donor in front of others  Send a tweet acknowledging your donor’s awesomeness  Pin photos of your awesome supporters onto a special Pinterest board (e.g., “Star Supporters,” “Extra Mile Donors,” “Razoo Raisers”) You’re our Hero 10
  • 33. Gratitude Gives Good Karma  Take the Donor- Centered Pledge  Get Top-Down Buy-in to Customer Service  Create a Gratitude Regimen  Reap the Rewards  Take the donor- centered pledge  Get top-down buy-in to a customer service orientation  Create a gratitude regimen THE DONOR-CENTERED PLEDGE We, [fill in the name of your nonprofit organization here], believe that… Gifts are not “cash transactions.” Donors are not merely a bunch of interchangeable, easily replaceable credit cards, checkbooks and wallets. Having a program for developing a relationship with that donor is how organizations tap that enormous potential. “Lifetime value of a donor” is the best (though often overlooked) way to evaluate “return on investment” in fundraising. Many first-time gifts are no more than “impulse purchases” or “first dates.” A prerequisite for above-average donor retention is a well-planned donor-centric communications program that begins with a welcome. Take an organization-wide pledge to commit to a culture of philanthropy
  • 34. How to Hug Your Donors To keep your donors you must hold them close Consider a warm, genuine thoughtful thank you as a HUG IN AN ENVELOPE. Every donor deserves a hug. Research shows you’re not hugging them enough. d o n o r Riff on cartoon by Hugh Macleod, Gaping Void
  • 35. Sign up for my free blog www.clairification.com claire@clairification.com Get your free copy of The Key to Meaningful Donor Thank You’s: Understanding the “Why” http://bit.ly/1xZLA7a Follow me:  Twitter @charityclairity  www.pinterest.com/charityclairity/ 31 Claire Axelrad, J.D., CFRE
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  • 38. Upcoming  webinars  » https://bloomerang.co/resources/webinars/ Everything  You  Need  To  Know  About  Running  a   Sponsorship  Campaign   4/16  1:00pm  Eastern Getting  Your  Board  on  Board  –  Techniques  for   Using  Vision  to  Engage  Your  Board  in  Fundraising   4/23  1:00pm  Eastern