Donor Management & Engagement
Affnetz Donor Management and Engagement captures past and continued donations, as well as donor engagement activities. This enables your Nonprofit to fine-tune its fundraising approach, sustain and grow donations, and dramatically increase donor engagement and involvement with your Nonprofit.
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Key Features of Donor Management Software
Affnetz Donor Management and Engagement software is equipped with tools that truly support donor engagement and retention. Intuitive in nature and integrated across modules, the Affnetz Donor Management & Engagement software is the perfect investment for any Nonprofit looking to retain and improve its donorbase.
Donor Engagement Focus
Simplified User Navigation
Personalized User Dashboard
At-A-Glance Tracking and Reports
Turn-key Donor Communication
Peer-to-Peer Campaigns
Affnetz Integration for More Robust Donor Management & Engagement
Affnetz Task Management
Integration with Affnetz Task Management allows you to create and assign tasks to yourself, team members, board members, or fundraising volunteers. You can also assign tasks for various activities related to donor engagement and fundraising.
Affnetz Dashboard
The Affnetz Dashboard is personalized to support your unique information needs. You can track key metrics (recent donations, new donors, board solicitations, month-over-month donations, open tasks, etc.) that keep you informed and help you make better decisions.
Affnetz Comprehensive Reporting
Integration with Affnetz Comprehensive Reporting provides canned and customized reporting to help drive better decision making. Nonprofits can build their own reports with an easy-to-use interface.
Affnetz Surveys and Feedback
Integration with Affnetz Surveys and Feedback allows you to capture donor feedback, and ensure you are addressing and acting on specific donor needs.
Testimonials
Our Trusted Clients
FAQs
Donor management is the process where you keep accurate records regarding a donor’s giving history and interests. In addition, you might also keep information on their ‘touches’ with your Nonprofit which include meetings, events they attended, emails they received and / or responded to, etc. Your goal in donor management is to manage and stay aware of their involvement with your Nonprofit.
Donor management is now quite automated, allowing Nonprofits to use donor management technology to treat all donors like they are major donors. That is, the technology organizes the donor management process for you with little-to-no data entry required. From new donations, to email opens and click-throughs, technology helps you organize all your donor management needs.
Keeping track of donors is essential if you’re going to continue to involve them more in your Nonprofit and solicit them for future gifts. Donor management software helps you organize this process so you can spend your time focused on the moves management process, rather than manually entering and tracking data. 70%+ of first-time donors never make a second gift – this alone should encourage you to implement donor management software so you can ensure repeat gifts.
Donor engagement is the life blood of fundraising. Fortunately, you can use donor management and engagement software manage the “moves management” process with your donors – moving/engaging them to become more educated about and involved with your Nonprofit, and inspiring them to donate again (and again). In addition to moves, you want to capture why donors give to your Nonprofit, and target your communications to engage them around the issues that motivate them to give to your Nonprofit. Rather than sending out generic appeals, you can hone in on the donor’s motivational triggers regarding why they donate to your Nonprofit.
You can attract new donors by always asking existing donors: “Who else should we be talking to?” This one question will dramatically increase the number of donors to your Nonprofit. You can also solicit donor prospects from your board and other fundraising volunteers. Finally, events and peer-to-peer fundraising help quite a bit in attracting new donors to your Nonprofit.
A donor strategy involves tracking and managing the “moves management process” of how your Nonprofit engages with each donor. What’s their preferred method of cummunicaiton? What issues or program areas of your Nonprofit most appeal to them? A donor strategy is a combination of understanding how you can keep their attention, interest and desire to donate to your Nonprofit.
Building mutually beneficial relationships with donors is essential to fundraising success and so is activity. This means understanding and focusing on their motivational triggers for donating to your Nonprofit and staying in touch . By remaining focused on their interests be and reaching out at least once per month you’ll keep their attention stoke their interest in your Nonprofit.
Donor segmentation is essential in donor engagement and successful fundraising. You need to know if a donor likes email or phone calls more as their preferred method of communication. You also want to understand which issues / programs of your Nonprofit appeal to the donor and focus on these issues / programs in your donor engagement efforts. You also want to senou talking to and tailor those messages to various segments.
You have to capture the attention and interest of donors for the first gift, and you have to stay in touch with frequency and continuity in an effort to keep donors giving. Don’t assume donors know more about your Nonprofit than they do – they don’t. Regular communication and engagement is essential to keeping donors informed and engaged – which also helps encourage them to keep giving.
Donor management software automates the donor management process helping Nonprofits organize and execute the donor management process. Fundraisers can focus more on managing and engaging donors rather than on data entry and manual record keeping. From new donations, to email opens and click-throughs, technology helps you organize all your donor management needs.
A donor engagement plan is the fundamental driver of the “moves management process”. Fundraisers will want to chart all the moves they will take with a particular donor (or segment of donors) to keep that donor updated and aware of the importance of their past and continued giving to your Nonprofit.
Donor engagement software allows you to set out a path of engaging a donor (or segment of donors – e.g. monthly donors) in your Nonprofit. The software often allows you to create tasks and dates when you’ll engage donors so that you can focus more of your time on executing the donor engagement plan rather than trying to remember when you’re supposed to be doing certain tasks. You also have access to all the donor’s information in one place which helps you stay organized in your fundraising efforts.
A donor survey is often used to engage donors so they feel they are being heard, and to uncover topics that you might need to address. You’ll hear about what’s working and not working in your donor engagement process, which will help you better tailor your donor engagement efforts so they are more responsive to donor needs.
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What is Donor Engagement?
Donor Engagement is the key to fundraising success. Wait, you say, what about the Ask? Well, the Ask is actually a part – a small part as we’ll discuss – of Donor Engagement.
So, it’s all about Donor Engagement!
Donor Engagement is a catch-all term for a host of activities and spans every stage of the entire fundraising cycle (identification, cultivation, solicitation, and stewardship. In essence, it’s any activity that engages a donor and moves your relationship forward with a donor. This includes any touchpoint or ‘move’ you make with a donor. This includes phone calls with, emails to, and face-to-face or online meetings with donors.
By engaging a donor, you can find out what issues are programs are specifically important to each donor; answer questions they might have, develop an understanding a donor’s motivational triggers for giving; find out more about a donor’s other philanthropic interests; to mapping the “donor journey” across your organization; to making it easier for donors to give; to your keeping accurate and comprehensive records; to immediately recognizing and acknowledging every donor’s gifts; to keeping track of all touchpoints and moves with your donors; to ensuring you know a donor’s communication preferences, — the list goes on.
Affnetz Donor Management and Engagement captures past and continued donations, as well as donor engagement activities. This enables your Nonprofit to fine-tune its fundraising approach, sustain and grow donations, and dramatically increase donor engagement and involvement with your Nonprofit.
Why is Donor Engagement important?
The fact that two out of three first-time donors never make a second gift to a nonprofit is all you need to know as to why donor engagement is important. And, only 40% of donors who gave last year will give this year. This isn’t all due to the fact that a donor has ‘moved on’ to other philanthropic interests, it’s almost entirely due to the fact that they weren’t engaged throughout the year.
This raises a key point, you can’t treat donors like a bank machine, they want to learn more and hear about your Nonprofit’s outcomes and impacts, They want to read stories about your Nonprofit’s beneficiaries. They need to feel like they are a part of the Nonprofit, not just a wallet. In other words, your moves and touchpoints with donors can’t all be about solicitation – e.g. three solicitation emails during the year and then six solicitation emails during December as part of the end-of-year campaign.
How To Measure Donor Engagement
A key component of donor engagement is analyzing and measuring a donor’s engagement with your Nonprofit. A lapsed donor report (e.g. LYBUNT – the donor gave last year but unfortunately not this year, or SYBUNT – the donor gave some year but unfortunately not this year) is a good starting point, but you need to dig deeper. Here are some other ways to measure donor engagement:
- Email open rates and click-throughs – Track these metrics to see which donors are not/opening your emails. This is a great way to recognize which donors you might want to move from online to offline in terms of reaching out and seeking a meeting. For example, I once noticed that an annual donor of $50 had opened 63 of 65 emails we’d sent him, so I reached out and set up a face-to-face meeting. A few months later the donor had become a board member and was making a $1,000 annual contribution. No, not everyone will get that engaged, but using email metrics to identify your Nonprofits champions is an easy way to bolster donor engagement-
- Recency of giving – Reaching out to recent donors, beyond the normal thank you letter, often results in more donations to your Nonprofit. .
- Number of gifts – This is a key statistic and one that I think is even more important than the largest gift given. Loyal donors will continue giving, but with more engagement they could become monthly donors or increase their donation. For example, I was on the board of a Nonprofit and we had never met with a donor who had made a $250 annual gift for 15 years to the Nonprofit. Unfortunately, he passed away, and that was when we found out he made a $850,000 bequest to the Nonprofit.
- Social media followers on your Nonprofit’s accounts – Who are your champions?
- Social media engagement on your Nonprofit’s accounts – Find out the social media ‘mavens’ who are following your Nonprofit, and try to set up an online or face-to-face meeting to ask them to re-post your posts.
- Recent upgrade or downgrade – It’s always important to notice when someone has increased their giving. Letting them know you noticed and are grateful is a great way to acknowledge their giving. Likewise, you should seek to learn more about why a $5,000 donor last year gave $500 this year. It might just be happenstance, but perhaps there’s an issue you can address.
- Lapsed donors – When trying to recapture lapsed donors, I prioritize reaching out donors with the largest number of gifts as well as recency. This is a much more effective way to engage the right donors than, for example, focussing only on one-time donors making a gift of $1,000+. There’s likely more of a relationship – though lapsed – with more recent and loyal donors.
- Events attended – Who are the “usual suspects” who attend most of your events? Are there certain donors that only attend certain events? Learn from this and modify your events accordingly. While we’re on the subject of events – always choreograph your events to have board members and Nonprofit staff talking to as many donors as possible. Don’t let them sit together, even if / when they protest. They should be engaging the event attendees. After the event, find out who talked with whom, and get board members and staff to send follow-up emails or notes to each donor. Also, figure out who didn’t attend and share highlights of the event with them.
Developing and Tracking Effective Donor Engagement Strategies
Developing donor engagement strategies are essential to heading off potential lapses and understanding your donors’ preferences. Also, by tracking donor engagement, you’ll develop a more dynamic picture of your Nonprofit’s donors. This helps create mutually beneficial relationships, helping you build long-lasting relationships with donors which leads to donor retention and increased donations.
Here are some ways to enhance your Donor Engagement:
- Divide your donor database into meaningful and actionable segments. For example, it’s helpful to identify the ‘motivational triggers’ of your donors. This will help you better target your communications by sending donors special emails just on the topic/s they’re most interested in learning about.
- Understand your donor’s preferences – for example, what are their communication preferences? I still work with donors who prefer faxes. Yes, faxes, at a time when we’re all focused on text. One of the first columns you should have in your fundraising software is communication preference, that way you know how to best reach them.
- Ensure regular and effective communication. You don’t want to treat your donors like ATMs, such that they only hear from you when you want money. Thus, ensure frequency, continuity, and relevancy are always at the forefront.
- Create a donor engagement plan for major donors and major donor prospects. Usually, 95% of a Nonprofit’s revenue comes from 5% of its donors. Identify these donors and tailor a ‘moves management’ strategy for each one. Each ‘move’ should advance the donor’s relationship with your Nonprofit, with an emphasis on being relevant to the donor’s interests and responsive to the donor’s communication preferences.
- Events are an important opportunity for donor engagement. Take time to plan out your events so your staff and board of directors meet with key donors during the event and follow-up with donors after the event. You also want to follow-up with non-attendees to recap the highlights of the event. If possible use video in recapping the event, preferably in two minutes or less videos.
- If there are volunteer opportunities, encourage your donors to volunteer. Be sure to ‘meet them where they are at’ in that they should select what type of volunteer activity they participate in – not you. For example, if someone is a finance expert, don’t encourage them to join the finance committee, let them participate in mentoring a student instead. This way they get the real flavor of what your Nonprofit is all about, and they get to do something different than their “day job”.
- Always share your Nonprofit’s impact and outcomes. Emotive stories are essential, but so is return on investment and proof of concept. You must demonstrate and explain how your Nonprofit is ‘moving the needle’ on your mission in quantifiable terms.
- Schedule a two hour meeting at a board member’s home when the board meets and everyone phones a list of donors just to thank them for their donation. “Hi Anna, I’m Fatima, a board member with Communities in Schools and I’m calling just to thank you for your recent donation.” Donors are used to being solicited by phone by volunteers or even paid solicitors, so it’s refreshing when they get a call from a ‘real life’ board member just thanking them for their donation. This really works. Also, this works wonders for board members who are not quite ready to fundraise. They have so much fun making these calls, they usually will go on fundraising meetings in the future with their new found confidence. Plus, the collective energy with everyone in the same room making calls is contagious. Finally, everyone knows they have to make their calls and can’t procrastinate!
- Set up a Welcome Donor program for first-time donors. This consists of personalizing a thank you card, making a phone call a few weeks later, and setting up a drip email campaign with various engaging messages over the course of the next several months.
- Hand write addresses for thank you notes instead of using Avery labels. This shows you took the time to personalize the thank you. Also, write a note on the outside of the envelope. Finally, use a first class stamp – don’t use metered mail! You don’t want the thank you note to look like a bill – it should look special and personalized.
- Use one system for donor engagement and donor management. Affnetz houses all your data under ‘one roof’ – no more cobbling data together from disparate standalone software systems to try and piece together a picture of your relationship with a donor.
Donor Engagement Throughout The Fundraising Cycle
Donor engagement plays a critical role throughout the fundraising cycle. The fundraising cycle consists of four dynamic (don’t let anyone try to tell you it’s a linear process!) steps consisting of cultivation, stewardship, identification & strategy development, and solicitation.
Let’s take on each one of these with an emphasis on the importance Donor Engagement plays in each step of the process.
Identification & Strategy Development – This stage involves identifying potential donors who may have an interest in your Nonprofit’s mission and programs. Engage your board members and other donors in identifying these prospects. One of the best questions you can ask existing donors is: Who else should we be talking to? Then be quiet. You’ll be surprised how often current donors will help you identify prospects, and sometimes even make introductions.
Identification is great, but you want to make the most of introducing your Nonprofit to the prospect, so take time to develop a strategy in learning about the prospect. This often involves assessing and evaluating a potential donor’s interest, capacity, and inclination to support your Nonprofit’s mission and programs. You’ll also gather information about the prospect’s giving history to other Nonprofits, wealth indicators, philanthropic priorities, and relationships with your Nonprofit’s stakeholders.
You’ll also want to develop an approach. Perhaps it’s as simple as sending an email or a letter, or maybe you involve someone the prospect knows and invite them to a lunch or an upcoming event. One thing to keep in mind, while you do want to make the most of the opportunity, you need to be action-oriented. That is, don’t wait months for the perfect time, or for perfect information – quit stalling (!) – make the move!
Cultivation – This is by far where you spend the largest amount of time – whether working with a long-time donor, or a prospect. The first rule of cultivation is never assume the donor or prospect knows as much about your Nonprofit as you think they do. Even board members will surprise you at times, in that they sometimes don’t know things you think they should about your Nonprofit. This is where asking questions to engage the donor or prospect makes sense. Rather than always pushing information at the donor, pull information from them so you can tailor your delivery of information to them based on their interests. During cultivation you’re trying to identify their ‘motivational triggers’ – that is, what things about your Nonprofit motivate them and which ones would even trigger a gift.
Cultivation is about learning, learning about what your donors and prospects value, and identifying and helping them learn about the issues and programs they care about most. It’s almost like Stewardship in a way, in that you’re serving the donor as you continue to build mutually beneficial relationships. You also want to convey your Nonprofit’s impact and outcomes, all with a goal of deeping the donor’s commitment to your Nonprofit and to increase the likelihood of a future gift.
Solicitation – Solicitation, for better or worse, gets all the attention in fundraising. It’s ‘for better’ in that if you don’t ask for a gift, you’re not likely to get a gift. It’s ‘for worse’, in that this one step that consists of 4% of the fundraising Cycle often shuts down many board members and volunteers from actively engaging in fundraising as they equate fundraising with The Ask.
Solicitation is the ultimate form of donor engagement and there are books on this topic. In a few sentences, the important things to remember about solicitation are to ask the donor for a specific amount and then be quiet. No matter how awkward the impending silence might be, don’t fill it with, “I know that’s a lot of money….” or something like that. Don’t say a word. Wait for the donor to answer your question. This may sound simple, but when you’re working with a fundraising volunteer who is making the solicitation, and it’s usually a good idea to have a peer asking a peer, you have to rehearse this with the volunteer over and over before the meeting. Trust me, you better do this – and yet, still be prepared when the volunteer doesn’t say an amount! You have to ask for an amount and you have to be quiet. You can read the books on gift solicitation, but this is basically what it all comes down to.
Stewardship – The bad news is most Nonprofits fail at stewardship. Thus, the good news is if you do it well your Nonprofit will really stand out and be memorable to donors. Stewardship is the critical process of thanking the donor for their gift in a personal way with alacrity and authenticity. Note, it’s a ‘process’ – it’s not an event – you want to keep thanking and informing the donor of the impact and outcomes generated by their gift on a frequent basis. It’s this latter part that trips up most Nonprofits that simply move back to solicitation. As I noted earlier, good stewardship and cultivation are quite similar, the chief difference is that the education that takes place in stewardship is educating donors on the impact of their gift. This means engaging donors directly through meetings, and indirectly through strategic communications.
Donor Management and Engagement Software
Donations and donor engagement are critical to Nonprofit survival. Across the US, less than 30% of this year’s donors will make a gift next year. You need a system that can not only manage, but engage donors.
Software is a vital tool in helping Nonprofits with donor management, but most donor management software is quite limited. This software helps Nonprofits manage provides a CRM to manage and keep data on donors, such as contact details, past donations, past meeting notes, background information, and communication choices. And, you can track all donations including date and amount of each gift, as well as aggregate information like largest gift, first gift, total giving, and total number of gifts.
There are many limitations to donor management software versus donor management and engagement software. Donor management software is often quite limited and Nonprofits have to use a multitude of other software programs that don’t all integrate with their donor management software. They have to purchase, learn, and manage data on upwards of 30 software programs related to events, email campaigns, peer-to-peer fundraising, task management, board portals, work groups, calendar, online giving, website management, and other functionalities.
Not to mention, when trying to pull reports, staff have to do manual work-arounds and double data entry to move data from one program to another – which kills morale, is error prone, takes tons of time, and keeps your team from focusing on higher order tasks like donor engagement.
With donor management and engagement software, you get a one-stop-shop for everything you need to engage your donors.
So, why settle for just donor management software when donor management and engagement software like Affnetz offers you the opportunity to have a one-stop-shop for everything you need – under one roof – in one integrated system?
Affnetz dramatically reduces the number of standalone software programs a Nonprofit requires and offers integration of all data assets so data is actionable and provides a more robust and accurate picture of your Nonprofit’s donors and their journey in your Nonprofit. Here are the modules and functionality Affnetz offers:
- Stakeholder Management – All your data in one system means no more double data entry freeing you up for higher level and mission-oriented tasks
- Touchpoints – Enjoy a high-level or granular view of all touchpoints and recent moves with stakeholders (e.g. donors, beneficiaries, volunteers, etc.)
- Work Groups – Portal for board members, campaign cabinet members, etc. to work together. Online meeting capacity in-module for ease of use, and online storage for documents, materials, and meeting recordings
- Peer-to-Peer Fundraising – Extremely easy to use and promote via social media and email. Fundraising volunteers can easily create and publish their own pages as a standalone initiative, join a team with other fundraisers, or join a specific campaign.
- Events –Turnkey all the way down to printing name badges – immediate website integration for registration and ability for registrant to share via 50+ social media platforms – reservation function that makes event admin a breeze
- Calendar – An integrated and comprehensive view of events (external and internal) across the organization
- Messaging – Robust email program, templates, conditional formatting, and metrics – no more moving data back and forth from your CRM to an email program
- File Manager – Ability to upload materials for use with boards, committees and staff that are permission based
- Task Management – Easy to use task management functionality that allows users and management to stay updated on key tasks, volunteer solicitations, etc.
- Major Donor – Intense tools to manage the moves management process with major donors and major donor prospects
- Reporting – In depth reporting capabilities across all stakeholders, as well as the option of automated report generation and distribution
- Online Giving – Donor focused – less clicks for an easy giving experience
- Website CMS and Integration
How to Choose Donor Management and Engagement Software
Choosing the right donor management and engagement software is critical to a Nonprofit’s success. Here are some key factors to consider when selecting the right donor management and engagement software:
Functionality: The software should meet your Nonprofit’s specific needs, such as donation processing, donor communication, event management, reporting, etc.
User Interface: The software should be easy to use, with an intuitive interface and straightforward navigation. It should also integrate seamlessly with existing systems and workflows
Data Security: The software should adhere to best practices for data security and privacy, such as encryption and secure storage
Cost: The software should be affordable and provide good value for money, taking into account your Nonprofit’s budget and requirements
Support: The software should offer reliable and responsive customer support, with training resources and ongoing support available
Integration: The software should integrate with other systems, such as fundraising platforms, email marketing tools, and accounting software
Reputation: The software should have a good reputation and be used by other Nonprofits, with positive reviews and testimonials
By considering these factors and evaluating several options, your Nonprofit can choose the right donor management and engagement software that meets your specific needs and helps you achieve your fundraising and donor engagement goals.
Choosing Donor Management and Engagement Software
- Identify Stakeholders: This step involves identifying all the individuals and departments in your organization that will be involved in the selection, implementation, and use of the donor engagement software. This may include fundraising staff, finance, IT, and program staff.
- Determine Your Needs: To determine your needs, you need to define your Nonprofit’s goals, objectives, and priorities for donor management, and then identify the features and functionalities that will help you achieve them. Consider factors like ease of use, customization options, integration with other systems, reporting capabilities, and security.
- Evaluate Options: Research and evaluate various donor management software options that meet your needs and fit within your budget. Look for reviews and ratings from other nonprofit organizations, and compare the features, pricing, and customer support of each option.
- Set Up Demos: Request a demo from each vendor to see the software in action and evaluate its ease of use, features, and functionality. Use this opportunity to ask questions, clarify doubts, and determine if the software meets your organization’s specific needs.
- Select Your Top Choice and Get It Approved: After evaluating all options and setting up demos, select your top choice and present it to your stakeholders for approval. Make sure to present a clear case for how the software meets your organization’s needs and the benefits it will provide. Once approved, implement the software and train your staff to ensure a smooth transition.
Maximize Fundraising with Donor Management and Engagement Software
The benefits of using donor management and engagement software are many. Here are a few to consider:
- Donor relationships: Building strong relationships with donors is essential for the success of any nonprofit organization. Donor management and engagement software helps your Nonprofit keep track of donor preferences, past interactions, and communication history, enabling you to personalize your outreach and engagement efforts.
- Create detailed donor profiles: Donor management and engagement software assists in creating detailed profiles of donors, including personal information, giving history, and preferences, which assists in creating targeted communication and fundraising campaigns
- Track interaction history: Donor management and engagement software stores detailed records of donor interactions, including phone calls, emails, and in-person meetings, which can be used to build stronger relationships and improve donor engagement strategies
- Develop annual fund supporters into major gift donors: Donor management and engagement software assists in identifying donors who have the potential to make major gifts and in developing personalized cultivation strategies to encourage them to increase their support
- Welcome donor program: Donor management and engagement software can automate a drip email program for new donors, providing a number of different emails to a first-time donor over a set amount of time after a first donation is given
- Providing thanks: Donor management and engagement software makes it easier to involve other staff and volunteers in the stewardship process, teeing them up to send personalized thank-you messages to donors, ensuring that donors feel appreciated and valued
- Donation processing: Donor management and engagement software streamlines the donation processing process, making it easier to accept and process donations from a variety of sources
- Offer the option to donate online: Donor management and engagement software helps Nonprofits set up online donation pages and makes it easier for donors to donate
- Going mobile: Donor management and engagement software enables mobile giving, making it easier for donors to give from their smartphones or tablets
- Accommodate more payment methods: Donor management and engagement software facilitates donations through a variety of payment methods, including credit cards, PayPal, and ACH transfers
- Accept a wider range of contributions: Donor management and engagement software enables Nonprofits to accept a wider range of contributions, including in-kind donations, stock gifts, and bequests
- Provide clearer documentation: Donor management and engagement software helps Nonprofits provide clear documentation of donations, making it easier for donors to claim tax deductions
- Event planning: Donor management and engagement software helps Nonprofits plan and manage fundraising events, including online registration, ticket sales, name badges, etc.
- Collect registrations online: Donor management and engagement software facilitates online event registration, making it easier for attendees to sign up and for Nonprofits to manage attendance.
- Instantly input contact information: Donor management and engagement software allows Nonprofits to input contact information instantly, without having to manually enter data into a spreadsheet or database. By streamlining the process of inputing contact information, Nonprofits save time and ensure that donor information is accurate and up-to-date.
- Integrated efforts: Donor management and engagement software helps Nonprofits integrate their fundraising efforts across different channels, such as social media, email, and direct mail. By coordinating these efforts, Nonprofits can reach more donors and raise more money.
- Turn everyone into an advocate: Donor management and engagement software helps Nonprofits turn their donors into advocates for their cause. By providing easy ways for donors to share information about the Nonprofit with their friends and family, Nonprofits can expand their reach and attract new donors.
- Create effective email marketing appeals: Email marketing is a key tool for nonprofit fundraising, but it can be difficult to craft effective appeals that resonate with donors. Donor management and engagement software provides tools and templates to help Nonprofits create more effective email campaigns and track their success.
- Organize your volunteer base: Volunteers are a critical part of many nonprofit organizations. Donor management and engagement software helps Nonprofits organize and manage their volunteer base, including tracking volunteer hours, sending communications, and managing volunteer roles and responsibilities.
- Manage membership: Many Nonprofits rely on membership programs to generate revenue and engage supporters. Donor management and engagement software can help Nonprofits manage their membership programs, including tracking member information, sending renewal reminders, and managing membership levels and benefits.
- Expand your efforts with peer-to-peer fundraising: Peer-to-peer fundraising allows Nonprofits to leverage the social networks of their supporters to reach new donors and raise more money. Donor management and engagement Software helps Nonprofits set up and manage peer-to-peer fundraising campaigns, including tracking donations and providing tools for supporters to easily share their campaigns with friends and family.
How Can Affnetz Help?
Affnetz tackles donor management and increases donor engagement from all angles.
CRM
Creating a clear picture of a donor and other Nonprofit stakeholders means capturing, maintaining, and acting on the right information. Affnetz CRM does more than just manage and engage donors. With Affnetz, you determine which stakeholders you want to manage and engage (donors, major donors, board members, staff, volunteers, program beneficiaries, sponsors, etc.).
Related to fundraising, you can capture all donor communications as well as the moves management process by viewing all donor touchpoints for a specific donor, or across all donors in the system. You can also manage the relationships the donor has with your Nonprofit (board member, volunteer solicitor, solicitor assigned to the donor, etc.). This is particularly helpful as most donor management CRMs are limited to only tracking donors, which does not reflect a donor’s full engagement if they are volunteering as well as making financial contributions.
Integration with Affnetz Task Management allows you to create and assign tasks to yourself, team members, board members, or fundraising volunteers various activities related to donor engagement and fundraising.
The Affnetz Dashboard is personalized to support your unique information needs. You can track key metrics (recent donations, new donors, board solicitations, month-over-month donations, open tasks, etc.) that keep you informed and help you make better informed decisions.
Integration with Affnetz Comprehensive Reporting provides canned and customized reporting to help drive better decision making. Nonprofits can build their own reports with an easy-to-use interface – providing the right information at the right time. You can also schedule fundraising reports at specific intervals for automated delivery to specific staff and fundraising volunteers.
Your entire team, including volunteers, can see who has recently given. This eliminates any guesswork associated with prompts stewardship as staff and volunteers reach out to recent donors to thank them for their gifts. This also eliminates any awkward encounters with fundraising volunteers and recent donors where the volunteer isn’t sure whether to thank the person for their recent gift, or encourage them to donate.
Integration with Affnetz E-mail Marketing means your CRM is directly linked to your email marketing system, making email campaigns seamless. You can set up rules in email to immediately thank recent donors for their gifts. And setting up a first-time donor campaign is as easy as creating a cascading email campaign that emails new donors at predetermined intervals to help them feel welcome, engaged, and informed about your Nonprofit.
Integration with Affnetz Surveys and Feedback allows you to capture donor feedback, and ensure you are addressing and acting on specific donor needs. Tracking specific feedback from donors is extremely helpful, and this capability to capture and retain feedback from donors ensures you’re protecting institutional memory that is in the system regardless of staff changes and new fundraising volunteers becoming involved.
Affnetz QuickBooks® Integration means that donations seamlessly post within Affnetz Donor Management and Engagement. Say goodbye to inefficient manual and double data entry, while increasing productivity and ensuring accurate data. Staff morale and retention also increase, as team members can focus on higher value tasks (e.g., major gifts, stewardship, etc.) rather than mind-numbing double data entry. This also reduces fundraising and general administrative expenses.
Conclusion
Successful fundraising is all about donor engagement. You’ve got to start with keeping accurate donor records, but don’t stop there! You need to engage your donors with frequent communication that has continuity and is responsive to their interests. You can best accomplish this by selecting and implementing the best donor management and engagement software.
Donor management and engagement software is critical to dramatically increasing your donor engagement and your Nonprofit’s fundraising results. Stop wasting time living in Excel, or worse yet, trying to manage everything in your head (!). Free up countless hours of time and allocate your time much more strategically by implementing donor management and engagement software.
But be careful, your software is only as useful as it is easy to use. Not only do you want an integrated and seamless system, you want one that’s intuitive and easy-to-use. You don’t want to spend countless hours watching videos just to learn the basics. Enter Affnetz. Our average user takes about three hours to get up and running on the system. Everything needed to master the system is readily available in the command listing on the left side of the screen. No more nested and byzantine navigation. This ease of use means more adoption across your Nonprofit – and – less reliance on only a few staff members using the software.
Getting all your donor data and records in one system, will help your team focus and develop donor engagement strategies that will result in increased donations. Moreover, by spending far less time doing data entry and work arounds using one system instead of multiple software programs, your team will have more time to focus on direct donor engagement and mission-oriented tasks.
By using the best donor management and engagement Software, Nonprofits can streamline and automate processes. Information spread over multiple softwares means you never get a 360 degree view, and your Nonprofit misses out on donor engagement opportunities. With Affnetz, you have a full view of each donor’s journey with your Nonprofit. From each touchpoint, to managing the moves management process, it’s all in one system, rolling up into one record. You can also assign tasks and track the involvement of board members, staff, and fundraising volunteers in working with donors. No more separate spreadsheets – it’s all in one system.
Quite simply, if you don’t see it, you can’t take action, and that’s where donor management and engagement software provides a huge value. Everything you need for donor engagement and building and sustaining a robust and diverse fundraising program is in one system. Your data is ready and actionable. More importantly, you and your team are ready to build and grow relationships with your Nonprofit’s donors in a much more sustainable way than ever before.