Personalization

How to Create the Optimum Donor Experience
May 31, 2023 at 12:12 pm

Donors at all levels should have as personal an experience as possible with the organizations they support. If donors do not feel positive about their giving experience, how can they have confidence that your programs are run with effectiveness? 

How to Create Your Caseload Communication Plan in 2 Hours or Less
April 6, 2023 at 9:51 am

Creating individualized 12-month communication plans for all 150 donors on your major gifts caseload to a fundraiser may initially sound like a lot of touch points to create. But the truth is you can create the vast majority of your planning for each donor in less time than you think.

Recurring Extra Gift and Upgrade Best Practices
April 5, 2023 at 9:43 am

Tax letters should aim to engage recurring donors and encourage them to either make an extra gift, upgrade to a higher level, switch to a higher retaining way of giving, or give the ultimate gift. Here's how you can do that.