My Tips of Giving Donor Appreciation by Saying Thank You


This post is a complement to a podcast episode of Social Entrepreneurship with Nathan A. Webster, of which I am a monthly contributor. To listen to the episode about this topic, click here.

Happy New Year! Now that you’ve received a mountain of donations for your cause (hopefully!), it’s time to get down to business and say something important to your donors: thank you.

Before getting down and dirty with your donor recognition, let’s take a moment to remember why it’s important. In the everyday madness of running your organization, it can be easy to take your donors for granted. But saying thank you – and stewarding donors – will pay off in the long run.

Donor retention (getting a donor to give more than one year in a row) is vastly more cost effective than donor acquisition (recruiting a brand new donor from the general community). And the best way to retain a donor is to say thank you and illustrate the impact their donation made.

Now let’s get down to it. Before we talk about how you can say thank you immediately, remember that involving your board and other volunteers is critical. As a donor, receiving a call or note from someone who’s not getting paid by the organization is very powerful. Plus, you can’t do everything yourself!

Here’s a few ways you can say thank you to your donors immediately.

Phone Calls:

  • Consider doing a thank-a-thon. Depending on your group, you can do a lunchtime event with pizza or an early evening event with wine and cheese, and invite board members, volunteers, and program staff to make calls.
  • Prepare a script that your volunteers can go off of. Keep it short and sweet – name, affiliation with the organization, thank you for the donation, and perhaps a short comment about why it made a difference. Personalizing it is even better. Don’t forget to smile, too!
  • In the donor lists for your volunteers to call, and include: name, phone, donation amount or range, and year they’ve been donating since.
  • Save major donors to get calls from the board chair, executive director or other management staff.


  • Send acknowledgment letters immediately (or as soon as possible, within a week), for tax purposes & immediate communication from the organization.
  • Prepare some inexpensive notecards – you can ask volunteers to handwrite some and return to you to send out.

Don’t forget to record all of this activity in your donor database!

Here’s a few ways you can create a culture of gratitude throughout the year.

  • Pay attention to your customer service. Make sure everyone in your organization is saying thank you to anyone who is a donor. If you’re sending an email, say thank you in the beginning and at the end of the message.
  • Try to recognize small moments like birthdays or donor anniversaries – donors are often only receiving solicitations from nonprofits, so it’s nice for them to receive other types of communications, even if they are informal.
  • Consider doing a mid-year stewardship mailing. Mid-year is a great time, keeping them updated on what’s going on and priming them for an end of year ask. Make the mailing directly related to your mission, and have fun with it!

These tips may seem obvious, but you might be surprised how many nonprofits don’t take the chance to say thank you beyond the standard acknowledgment letter. A little gratitude goes a long way, so make it a goal to implement even just one of these tips this year. You’ll see your donor retention rates improve!

And thank you!


Fundraising Tips for the Last Two Months of the Year

We’re in the home stretch, friends! We’re in the final two months of the year and we’re ramping up for the busiest part of the giving season. If you’ve found yourself here thinking – well what do I do to raise money? – you’ve come to the right place.

A few months ago, I was honored to be a guest on the podcast Social Entrepreneur with Nathan A. Webster (you can check out the recording here). Nathan and I had such a good time that he invited me back to talk about five tips of things to do before the year wraps up. Here’s the link for the new one: 5 Fundraising Tips for Q4. Because I have your back, I’ve written up some notes from what we talked about.

Let’s get into it!

  1. Think of a story that illustrates your impact.
    1. We’re all emotional creatures, and we love a good story. It’s a great way to draw people in and show your impact without telling them what you do with tons of jargon and fluff. In this story, try to get as specific as possible, describing the people involved and using descriptive language about the setting and the feelings. Show, don’t tell!
    2. You can use this story everywhere, whether in mail, email, social media, or even in person. You might feel like you’re telling the story over and over, but you won’t oversaturate your donors – your donors only hear a fraction of your messages, and will pay attention to even a smaller portion than that.
  2. Tell your story & communicate it out.
    1. If you have the capacity, send out a mail appeal. You can stick with a simple letter and donation envelope. Mail it out to donors from the past three years, and if you have the time, you can segment the list more and send more targeted communications.
    2. Definitely make time, however, to focus on electronic communications, email and social media. A few email tips: keep your email as simple as possible, from the subject to the text inside. Make it very obvious what you’re asking for in the email. Make sure the donation request is above the fold; while many people are accessing their email on their phone, it’s still important. Speaking of the phone, make sure your website is both ready to go and mobile friendly.
  3. Use Giving Tuesday.
    1. Giving Tuesday is an annual day of giving, the Tuesday after Thanksgiving, as a response to Black Friday and Cyber Monday. It’s a fun day celebrating nonprofits and what they give to the community. Since we’re just a few weeks away, don’t spend too much time and energy on it – but at the very least, send out an e-blast with a donation button and post on social media (remember to use the hashtag #GivingTuesday!). If possible, find a donor or company who will match donations on that day.
    2. This is also a great day for a meme! Take an image from your organization (a cute animal, a beautiful outdoor setting, a cute kid) – and use language about impact, donating, feeling good, etc. Ask a young person if you need it! This is a fun way an intern or volunteer could help.
    3. Finally, check out their website at – it has tons of great resources.
  4. Use your board & other passionate volunteers.
    1. Ask your board to talk to their circles about the work your organization is doing. Make sure to send them details about your impact story so that they can tell the story themselves. Draft an email requesting donations that your board and other volunteers can send to their contacts.
    2. If there are a few extra passionate board members, have them follow up with donors who did not give their gift by the last two weeks of the year. If there are board members who are uncomfortable with asking, have them make some calls to say thank you.
  5. Say thank you!
    1. Make sure your acknowledgment letter template is ready and fits in with the message you set with your story. Try to get your thank you letters out as soon as possible. I’m not as much of a stickler to get them out 48 hours after receiving the donation, but sending them out within a week is ideal. Make sure your electronic acknowledgment message also reinforces your story.
    2. Try to have an attitude of gratitude while working with your donors. The end of the year can be a stressful time of year, and customer service is key in making sure donors have a positive experience with your organization.
    3. And extend that attitude of gratitude to yourself and the other staff or volunteers who are working tirelessly during this season. Saying a genuine thank you on a regular basis can mean a lot and make the work more enjoyable.

Speaking of saying thank you, thank you for the great work you’re doing. I hope you can take some of these tips and implement them to get your story out and raise plenty of money. Your cause is worth it, so it’s up to you to tell your donors and prospective donors all about how they can be part of it.


A Reminder to Never Stop Learning


You know I always like to stay up to date with the latest and greatest goings on in the nonprofit sector… and that includes listening to podcasts related to the sector. One of these days I’ll post a roundup of all of my favorites (including the one I was recently a guest on!), but recently something special happened for one of them.

Tony Martignetti Nonprofit Radio just celebrated its 350th episode! Tony has put out an hour-long podcast every Friday for the past seven years. Amazing! If you’ve never listened before, I encourage you to tune in (Fridays at 10:00am PST) or subscribe and get the episodes straight to your phone. He always has really interesting guests, along with the regulars that he consults with, and talks through important issues for the sector.

I couldn’t let this momentous occasion go by without a congratulatory tweet, so I did one, making sure to include the episode’s special hashtag, #NonprofitRadio350. That tweet entered me to win one of their excellent prizes, and guess what?

I won the grand prize!

To my delight, because of the generosity of one of the podcast’s sponsors Pursuant, I won entrance into Gail Perry’s fundraising webinar series Create an Epic Year-End Fundraising Campaign, including seven sessions with some of the world’s top fundraising experts. While I have (a few!) years of fundraising under my belt, I will never stop learning more about fundraising best practices and how I might be able to jazz up my portfolio, so I’m just thrilled for this opportunity.

I want to say thank you to Pursuant and congratulations to Tony on such an amazing milestone! And encourage you all to subscribe to his podcast – it’s one of my favorites!

I’ll just be over here learning… 🙂


I’m On a Podcast!


I’m very excited to share that I was recently interviewed as a guest on a podcast about social entrepreneurship! Check out the recording here. I had a great time chatting with Nathan about fundraising, the nonprofit sector, and other career hacks on his show, Social Entrepreneur with Nathan A. Webster.

Being on the podcast was a wonderful experience because it allowed me to reflect on some of the key moments of my life that have led me to where I am today. I got to share about how my mom shaped my approach to helping others. I talked about my experience interning at San Diego Grantmakers when I was in college, which opened my eyes to the path of fundraising for nonprofits. And I got to share the importance of one on one networking for long term success – that’s been such a huge part of my journey!

In addition to chatting about my path, it was fun to share tips I’ve learned along the way (resources I tap into and how I achieve my goals), my tendency according to Gretchen Rubin (I’m an obliger!), and even my love of The Real Housewives.

Take a listen and please share with anyone you think might benefit from what we chat about!


Celebrating Six Years of Blogging & the Next Chapter for Nonprofit Chapin


I’ve been waiting to write this blog post for months. I’ve been waiting to make these career decisions for even longer. And today, on the sixth anniversary of this blog, I am ready to share what I’ve been thinking about for so long – my plans for the future.

Over my eleven years of working in fundraising and marketing for nonprofits I have learned so much. I’ve learned about the joys and the challenges of working in nonprofits, that there is always work to be done, and that at the end of the day, the work changes lives.

I’ve also learned to key in on the elements of work that I enjoy and that I’m really good at.

  • I have eleven years of experience of working in various roles in development teams, and have a real knack for thinking about efficient operations. I know how to effectively manage direct mail appeals, put together major gifts programs, write and report on grants, put on a gala, or maintain a donor database.
  • I love thinking about how teams work and supervising staff. Empowering nonprofit staff to do their best work – while taking care of themselves and their needs – is a real passion of mine.
  • I love working in periods of change and transition – I like thinking on my feet and introducing new solutions to problems. And I have a knack for being a calming force during a time of chaos.
  • I’d like to work with a greater variety of nonprofits. Ever since I got my Masters in Nonprofit Administration, I’ve been craving the ability to use the breadth of knowledge I received with a wide range of organizations.
  • I want more flexibility with my time. I’ve realized that when I work constantly, I get in a zone and more quickly burn out, not doing my best work. I want a better balance so that I can do better work.

I’ve taken a lot of time to think about all of this, and had a bunch of informational interviews with people who have worked in development for a long time, and have landed on my next career move:

I’m looking to move into interim development director work.

I’ll help manage your development team, ensure your daily operations are taken care of and that money is raised, and even evaluate your current development program and make some recommendations. I’ll help during your search, help make a smooth transition to your permanent development director and then leave you to succeed.

With the constant state of turnover that many nonprofits find themselves in with this key position, I hope to fill a real need. Just because you’re between development directors doesn’t mean you have to put additional pressure on your current team or redirect someone else’s time. I can come in and help make sure everything runs smoothly.

My last full time day with my current employer is April 7. After some time off, I’ll be looking for jobs like this. If you hear of anyone who might need something like this, please think of me! I’ll be relying on my community of support – and that certainly includes you – to get me plugged in where I need to me. Many thanks in advance!!


Make 2017 the Year of Self Care


We’re one month into the new year – have your resolutions gone to the wayside? Are you back in the rut of crazy, stressful days working away, with no time to think or take a breath?

I thought that might be the case!

And so, I wanted to remind you all of this brilliant piece in the Chronicle of Philanthropy: 10 Ways to Work Smarter in 2017 by Rebecca Koenig. Note the apropos use of the word smarter as opposed to harder. This piece has strategy and self-care all over it: two of my favorite words.

You should take the time to read about all ten ways, but here are some of my favorites and why:

  • Reserve time to work without meetings. I use time blocking in my calendar and it is the only way I stay organized and productive! I put most of the projects I’m working on as “Free” time in Outlook, but if there’s something you need to work on with no interruptions, you can always say you’re busy. A meeting with yourself is just as important (if not more) than a meeting with others.
  • Stop overusing social media at work. Can I shout this one from the rooftops? I’m definitely one to pop on all my social media channels during my lunch break, but if it’s not break time, it’s not Snapchat time. It’s easy to spend hours on Facebook, so don’t tempt yourself and don’t do it!
  • Build strong relationships outside of your office. Spending time with other people who work in the nonprofit world but not at your organization can be incredibly rejuvenating. It can make you feel like you’re not alone in your struggles, or make you realize how wrong something is. Either way, it’s a success. And it is very validating!
  • Accept imperfection. Made a mistake? Don’t beat yourself up about it. The more you stress over it, the more it creeps into the quality of your work. Mistakes are what make the successes even that much sweeter.

Brava, Rebecca Koenig. And here’s to a 2017 full of self-love!


You’re in Control

It’s super easy to get caught up in the day to day. You wake up at the same time, do your same morning ritual, get to the office, and move on with your work. After a few months, you start to get the hang of it and it’s almost as if you’re going on autopilot.

It’s easy in these moments to keep going with the status quo. Even if you’re not feeling fulfilled by your work, your boss is terrible, and your hours are long, the easiest path to take is staying put.

But – it’s not the best path to take.

Moments where you’re entrenched in the usual routines are the moments I challenge you most to consider your actions – or, inaction. Are you happy with where you are and what you’re doing? Is there anything you would change about your situation if you could?

Speaking of “if you could” – chances are, you can. You’re in control of more things than you may think. You’re in control of where you work, how much you make, and how many hours you work. Heck, you’re even in control of whether you’re employed. Sure, there are external factors (including the need to make money to buy food and pay rent), but even those can be manipulated to some extent. Can you cut down your grocery bill and save up enough to have a month’s rent cushion? Can you tell your boss that you need a more flexible schedule? Or, more drastic, can you move to a different country and work remotely? The possibilities are endless, and it’s only your excuses that are holding you back.

Jobs will come and go. Remember that, for the most part, you’re in control of your situation. And try to stay true to what will make you the most happy. Because at the end of the day, there’s only one person whose feelings matter: you.


Be Mindful of Your Vibes


In the nonprofit sector, we’re all working like crazy. Sometimes I get to the end of the day and think, what did I accomplish today?? Of course, the actual answer to that is a bunch of stuff, but sometimes the time just flies by. And before you know it, it’s time to go.

We’re all working at 110%. Which is why it’s super important to be mindful of how we talk about that fact. It can be easy to default to complaints:

“I worked 12 hours yesterday, and 11 the day before. This is too much! I just have so much work to do. I’m exhausted and by the time I get home, I don’t want to spend time with my family, I just want to go to sleep. Also, I just gave my first born baby to my boss!”

OK, that last complaint went too far, but you get the picture. And I’m not downplaying the work that anyone is putting in. But I am saying that the way we frame the hard work we are doing makes a difference. It’s very likely that someone heard that venting session and thought to themselves,

“Well gosh. I only worked nine hours yesterday and a measly eight hours the day before! I feel bad, my colleague is working her butt off and I’m sitting around eating bonbons. I’d better work longer hours and put in more time!”

Unfortunately, it doesn’t work that way. Your colleague working longer days does not mean that your day will be any shorter. In fact, it will probably just make the mood more miserable, since everybody will be stressed out. Instead, I’d recommend framing your feelings this way:

“Because of the board meeting yesterday, I worked a pretty long day. Sometimes things like that happen. I’m planning to leave early tomorrow to make up that time.”

Boom. No additional explaining, no apologizing for leaving early. Of course, you might want to frame this as a question if you’re talking to your boss. But if it’s a colleague, just leave it at that. It’s no one else’s business if you’re working more than eight hours a day. I’d argue that it’s usually something within your control. So, keep it to yourself. And be mindful of your vibes. They really make a difference.


Top Ten Fundraising Lessons I’ve Learned in Ten Years

Top 10 Letterpress

Today I’m celebrating ten years of working in the nonprofit sector doing fundraising for nonprofit organizations! When I think back on all of the experience I’ve gotten over the years, I am overwhelmed and humbled by all I’ve learned, as well as the people who have helped me learn it.

I thought I’d celebrate today by sharing the top ten lessons I’ve learned over these past ten years. Hopefully some of these tidbits can reinforce what you’ve been thinking or allow you to consider a new idea. Because that’s the thing about fundraising – we are never done learning about it.

1. While fundraising might be our world, to most people, it’s a small piece of their lives. We might toil over a fundraising letter, spend hours hundreds of hours working on a three hour fundraising gala, or write a lengthy grant proposal. While the work we are doing is important, usually, the details matter less and the intention matters more.

2. We are not fundraising for the nonprofit organization, we are fundraising for the cause. It’s easy to get caught up in all of the nuances that your organization offers, and the activities it is doing. But in the donors’ eyes, they don’t care about what you are doing, they care about why you are doing it. They care that because you exist, the world is a little different. And that’s what we’re working for.

3. Donor centric communications and activities are key. Being wrapped up in the organization you work for can easily lead to communications and activities that are full of organization-specific jargon. As often as you can, take a step back from your communications and read it with fresh eyes. Remember, donors just want to change the world. Your organization is just the way to do so.

4. It’s all about the relationships. Maintaining relationships with donors is just like maintaining relationships with your friends or loved ones – it’s important to keep them updated through the good times and the bad. No friend is going to stick by your side if you ask for a favor every time you call them. Cultivation and stewardship should make up 90% of your communication with a donor – solicitation should be 10% at most.

5. Fundraising is not a dirty word. Society has made us scared to talk about money. Many people think there are power dynamics at play when it comes to money, so they think of fundraising as begging. That couldn’t be further from the truth. Every organization, nonprofit or otherwise, needs money to function. Donors know that, and they want to be part of the change.

6. Fundraising is a two way street. We need donors just as much as donors need us. Fundraising is an equal exchange, where donors get just as much out of the relationship as nonprofit organizations do. There are a plethora of benefits that donors enjoy in making a donation, everything from changing the world to public recognition to tax benefits.

7. There is always more work to be done. There are always more donors to thank, prospects to find, research to do, solicitations to be made… the work is never done.

8. Fundraisers need to take care of themselves. Since the work is never done, it can be easy to burn out. Expectations just keep growing higher and needs of program staff just keep increasing – which is great – but, we need to remember that we are not all miracle workers. We must do our best and accept that it is enough.

9. Fundraisers need to take care of each other. We are a community. It is time to band together and support each other in the work we are doing – whether through professional associations or informal meet ups. We are our best allies!

10. The learning is never done. As I mentioned in the beginning, there is always something new to learn. The field is always changing and it’s imperative to keep up. That’s part of what I love most about fundraising – it’s always changing.

I am tremendously grateful for all of the experiences I have had and the people who have been part of my journey. You know who you are! Here’s to the next ten years – I have a feeling I’ll be impacting even more nonprofit organizations through my work!


Redefining Purpose-Oriented in the Nonprofit Sector


I came across this fascinating post in The Chronicle of Philanthropy: Why Nonprofits Need to Give Workers a Sense of Purpose and thought, as many others likely did, what the heck? What’s more full of purpose than showing up to work and having every task, even the most menial, work toward a larger goal of helping others?

I read the piece and realized: this is a different kind of purpose. And I’m totally for it.

The author defines a purpose-oriented worker as the following:

“This group defines work as being about relationships, having a meaningful impact, and personal growth. They see work as a means to serve others and grow themselves. They need to get paid and be acknowledged, but that’s not what gets them out of bed each morning.”

Pay close attention to the inclusion of self-growth in this definition: that’s what is often missing in others, and that is what is a key takeaway here.

The author writes that 45% of all nonprofit workers land in this category, and they are exceptional. We should do all we can to encourage this attitude: one of personal growth and employee fulfillment. This is the way to attract and retain good employees, not just by giving raises across the board (although that helps too!). Investing in our people is the most important thing we can do as nonprofit leaders to ensure the success of the nonprofits of the future.

I encourage you to take a look at the piece – it’s a great read and a good reminder that no matter what sector we work in, taking care of ourselves is the most important thing.