How to Create Effective Virtual Volunteer Training Courses

 When you think of volunteer training, you may think of printed handouts, PowerPoint slides, and a litany of procedures and regulations. While the exact nature of each volunteer onboarding program depends on the work of the nonprofit and the tasks at hand, this kind of training can get a bad rap for being tedious. 

This is true even when the information shared is critical for effective, organized, and safe volunteer labor. Plus, on top of the responsibility-related details, you also want new volunteers to understand the mission of your organization and how the work they’re doing makes a tangible difference. This is a tall order for “normal” times, let alone in the circumstances of 2021. How can your nonprofit accomplish all of these goals in an engaging way even when the volunteer landscape has been transformed by the COVID-19 pandemic?

Many organizations have had to close their doors to volunteers completely or drastically cut down on the number of individuals who are able to serve. For volunteers who are over the age of 65 or have underlying medical conditions, even socially-distanced involvement opportunities are not safe or feasible.

When possible, many nonprofits have implemented new virtual volunteer programs so that supporters can contribute from the comfort of their own homes. But with a new type of volunteering comes a new need for virtual training materials that help supporters understand and retain essential information. 

At Skyepack, we design engaging digital course materials for organizations and educators who want to create the best experience possible for their learners. To help you optimize your virtual volunteer training program, we’ve compiled a few key strategies: 

  1. Consider the goals of your volunteer training program.
  2. Analyze differences between in-person and virtual training.
  3. Choose an engaging course delivery platform.
  4. Iterate and improve the course over time.

Your volunteers are essential to the progress and productivity of your organization. Make sure they have the tools and knowledge they need to succeed—even virtually—by offering a training program catered to their needs. 

Consider the goals of your volunteer training program.

Broadly, the goal of your training program is to empower new volunteers to contribute effectively to your organization. On the most basic level, you want each individual to be equipped to fulfill their responsibilities without feeling overwhelmed or confused. However, you should also consider how your training program can support the long-term sustainability of your organization.

Volunteer onboarding is the first step in what will hopefully be a long relationship with each volunteer. In order to build that foundation, you need to start off with a good first impression. After all, if you invest in engagement from the start, you’ll have more commitment from volunteers and ultimately, higher retention rates.

To design a volunteer training program that will drive long-term support, you need to carefully tailor the course to the needs of your volunteers and your organization. As you analyze the overall goals of your volunteer training program, keep the following questions in mind:

  • Is it one-time or ongoing? Consider whether the training program is exclusively part of the onboarding process or whether it is a resource volunteers will continue to find valuable over time.
  • What information do you need to include? Be sure to cover a brief history of your organization and mission as well as the details of the volunteer responsibilities.
  • How long should the course take? The length of the course will vary depending on the skill of the volunteer work—individuals training to quality test audiobooks will need more training than people in a nursing home pen pal program.
  • Will all volunteers complete the course in its entirety? Assess whether there are skills, procedures, or concepts that will only be applicable to a certain group.

This list is not exhaustive and won’t cover the specifics of every organization, but it should jump-start your thinking about which needs you must address.

Finally, don’t limit yourself to a one-size-fits-all approach. You may consider having separate sections of the course for new and returning volunteers. For longtime volunteers, be sure to include any updates that are virtual-specific as well as general information about hours tracking, sign-ups, and corporate volunteer grant programs.

Analyze differences between in-person and virtual training.

The foundation of your virtual volunteer training course will be similar to what you covered in person. After all, the core of your mission and your organization hasn’t changed! 

However, you must also consider how to reframe your volunteer experience for the virtual world. This applies both to the volunteer activities themselves and to the training program. 

For the volunteer tasks, take into account the changes you’ve made since you pivoted to the virtual sphere. Be sure to update any training documents that are only relevant to in-person volunteering. 

A course design specialist can help you update existing material, curate new high-quality resources from external sources, and create new documentation where needed. For instance, if you’re adopting a new tech platform to handle remote volunteer activities, you may need a walk-through of the specific processes each individual will need to know.

From an educational perspective, you’ll also need to consider how volunteers will be able to address questions that arise. While an online course is a powerful tool for instruction, it can be more challenging to detect misunderstandings and confusion when volunteers aren’t in the room together. You’ll want to create a way for volunteers to connect with each other virtually in order to foster a sense of community and provide a space for questions. A private Facebook group can work well to meet this need.

Choose an engaging course delivery platform.

As you determine which training course platform to add to your nonprofit’s tech stack, be sure to look for a service that is tuned in to the rapidly-evolving nature of digital course materials. 

With the increased prevalence of online learning, there are many hot topics in the world of instructional design trends. Course designers and instructors are finding new ways to use technology to facilitate effective learning experiences even outside of a traditional classroom.

While not every trend will make sense in  the context of volunteer training, you should consider implementing innovations such as:

  • Mobile learning. More and more web traffic originates from smartphones, so your training course should be mobile-friendly. Then, volunteers will have convenient access to key information while on the go.
  • Interactive learning. Make sure your course offers interactive elements like quizzes, drag and drop activities, and comprehension questions.
  • Social learning. Collaboration and discussion can enhance the learning experience and allow volunteers to immerse themselves more deeply in the content.
  • Video. Today’s online courses use a variety of multimedia content, but in our streaming-focused society, video is one of the biggest players to consider.

These features will ensure volunteers can engage and interact with your content rather than simply skimming through the material. Your volunteers likely process information in different ways—such as through sight, sound, practice, or interaction. Offering a variety of content delivery and engagement options will increase the efficacy of the training. 

Iterate and improve the course over time.

To engage and retain volunteers, they need to feel recognized, listened to, and empowered to make a difference. As a volunteer coordinator, you know these elements are key indicators for whether a volunteer will return time and time again. To keep volunteers coming back, Lumaverse’s guide to volunteer appreciation recommends stewarding your volunteers with just as much effort and intention as you would your donors. Part of this gratitude and appreciation should involve asking your volunteers for honest feedback about their experiences volunteering with your organization. 

Among other volunteer management areas to gather input on, be sure to include your training program in any survey you send out. Collect qualitative feedback on which parts of your course are most effective (and which could use some work), as well as which elements volunteers found the most engaging and entertaining. You should consider both the format and content of the course to get a comprehensive picture.  

You also may be able to gather quantitative data from your course delivery platform to see which topics were the most challenging, or which activities seemed most effective. Taken together, these data sets will help you make improvements for the next cohort of volunteers going through training.

With this in mind, it’s best to follow a course development process that isn’t a one-and-done approach. By following a cyclical framework like Skyepack’s Agile instructional design model, you can prioritize the needs of your volunteers at every stage of the process, even after the course is launched. 


Soon, we’ll be able to resume in-person volunteer activities like sorting donations, serving food, and building homes. In the meantime, virtual volunteering can still enable your supporters to give back and engage with your organization. 

To make these virtual opportunities as effective as possible, be sure to equip volunteers with an interactive and informative training program. A positive onboarding experience will pave the way towards a long and mutually beneficial volunteer engagement.


About the Author: Brady Kalb, CEO

Brady is a “reformed engineer turned entrepreneur”. After engineering gigs at two Fortune 100 companies, Brady left the corporate world to pursue a business degree and seek out new challenges. Brady’s passion for education stems from his desire to “always be learning” and find innovative solutions to difficult problems. Brady enjoys family outings to the park, explaining the answers of “Life, the Universe, and Everything” to his daughters, and reading just about anything (favorites are classics, popular fiction, and biographies).

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3 Strategies for Nonprofit Volunteer Retention in a Virtual World

Donor retention gets a lot of attention, and with good reason. Generally, the average nonprofit retention rate has hovered around 40% for years. However, when you increase that rate by simply 10% (or hopefully more), you can raise tens of thousands of dollars more at your organization. 

Similarly, when you engage and retain volunteers, you’ll save money on recruitment and training activities for the future, helping you focus more intently on your mission. 

The first step to increasing your volunteer retention rate is showing your appreciation appropriately to those who engage with your organization and contribute to your success. 

This will help you develop effective and beneficial relationships between your organization and your valuable supporters. Luckily, there is a lot of overlap between the strategies that help retain donors and the strategies that help retain volunteers. At the end of the day, supporters of every kind want to be recognized, appreciated and engaged.

Here at Bloomerang, we designed our nonprofit software solution with retention in mind. We help thousands of nonprofits improve their retention rates by developing strong relationships with supporters every day. From our ample experience, we’ve developed a list of appreciation strategies that your organization can employ to cultivate your relationship among volunteers. 

Without further ado, let’s dive into some volunteer appreciation and stewardship ideas that can help you develop relationships and improve your retention rates. 

1. Provide Non-Traditional Volunteer Activities

Social distancing may have limited your ability to host in-person volunteers. But beyond the pandemic, you may have supporters who love you but don’t live near your office or service area, or who are unable to help in-person due to a disability. In any case, it’s a good idea to have virtual volunteer opportunities so that all of that passion doesn’t go under-leveraged.

There are many ways for volunteers to help out from the comfort and safety of their own home. Consider, for instance, the following merchandise ideas: 

  • Peer-to-Peer Fundraising. Encouraging supporters to leverage their networks to create new donor opportunities is a high-value activity with a low cost of donor acquisition. For example, if you have birthday data on your volunteers, suggest they host a Facebook birthday fundraiser that benefits your nonprofit.
  • Letter Writing. Volunteers are great people to say thank you to donors; even more so that staff members. Thank you phone calls to donors are also a great use of volunteer time and energy. It doesn’t just have to be donor-facing. Consider asking volunteers to write letters of advocacy to local politicians, or sign petitions for change that benefits your organization. 
  • Social Media. Sharing is caring! If you have a campaign that is being promoted on social media, don’t be afraid to ask volunteers to go out and engage with those posts. It will help drive engagement and show the network algorithms that it’s content worth promoting to a higher percentage of the newsfeed.

When you make volunteerism more accessible and the opportunities more diverse, you can go beyond just pulling weeds or painting walls and really begin to engage your volunteers in unique ways that pay dividends!

2. Foster Community Among Supporters

Now more than ever, society craves the comforts of a tight-knit community. We’re more physically separated from one another than we have ever been. When you’re able to foster community among your supporters, you can satisfy this need for social interaction and connection, even while everyone remains socially distant. 

Using some of the remote opportunities and technologies that have become available this year, nonprofits like yours are able to create virtual opportunities for community gatherings amongst their supporters. While it does present a bit of a challenge, your nonprofit can still engage your supporters remotely; all it takes is some additional planning and prep work. 

The first step to create community among your remote supporters is to start with excellent virtual event opportunity ideas. As you begin, we recommend analyzing past successful virtual fundraising ideas. Make sure to rework them so that the event can be free for donors and volunteers to attend—after all, this event is to show appreciation rather than ask for funding. 

For instance, consider some of the ideas listed on Bloomerang’s virtual fundraising ideas guide

  • Online cooking night. Do you know a local chef in the community? Is there one on your team? Ask them to lead your supporters through a mouth-watering home-cooked meal. Send out the list of ingredients ahead of time. Then, you can video tape (or live stream!) the instructional video so that your supporters can follow along. 
  • TED Talk events. Offer TED Talk or other educational event opportunities so that your organization can present valuable information about your cause to your supporters. Create an engaging and informative presentation during which you can present new trends and research information about your mission. 
  • Virtual happy hour. Spark discussion by encouraging all of your valued supporters to gather together via virtual conferencing platform and enjoy their favorite beverages. Plan out discussion questions ahead of time to make sure everyone gets involved in the conversation.
  • Virtual book discussions. Book clubs are a great way to encourage people to come together for an engaging discussion. Look for a book that highlights the importance of your mission, then offer virtual book club opportunities so that your supporters can “gather” together regularly. 
  • Send physical gifts. Never underestimate the power of a small token of gratitude and the immense impact it can have on relationships with your supporters. Try branding these items to your organization so that you can spread awareness of your brand while showing your appreciation. Facemasks, stickers and t-shirts are low-cost and functional ways to let volunteers show off their pride for you, while getting your name and brand out in the community. Include a section in your budgeted expenses for volunteer appreciation gifts and try not to exceed that limit. 

When you design your organization’s strategic plan for the year, be sure to factor in both your fundraising events and your stewardship/appreciation events. There should be a good mix of both in your prospective calendar, creating a balance so that you can present involvement opportunities and show appreciation opportunities to supporters. 

This balance is what creates the best communities. Your supporters should neither feel like you’re pestering them for funding nor like they’re not helping the cause. 

3. Recognize and Encourage

There was a study conducted at Harvard discussing how praise and positive feedback results in increased “self-activation.” The study states,

“People whose best-self concepts were activated felt better and were more resilient to stress, more resistant to disease and burnout, better at creative problem solving and performance under pressure, and formed stronger long-term relationships with their employer.”

In terms of your volunteers, this means that recognizing and encouraging their work not only means that they feel appreciated, but that their quality of work will also likely increase in the future! 

Meanwhile, when donors give, the brain releases “feel-good” chemicals like serotonin, dopamine, and oxytocin. These are the same types of chemicals that are released when we receive recognition and positive feedback. Increasing these feel-good chemicals for your donors makes it more likely that they’ll continue giving in the future. 

The first half of this strategy is to recognize your supporters for the work that they’re doing with your organization. There are several ways that you can do this: 

  • Feature volunteers in your monthly email newsletter. This is a great place to dedicate content in your email newsletter, taking some of the burden off of you for what needs to be created every month to populate the newsletter. Plus, you can brag about volunteers to a large group of recipients.You can also do the same in your annual report! Be sure to acknowledge the impact that some of your volunteers have had on your mission. 
  • Spotlight volunteers on social media. Try creating a Volunteer of the Month program where you give a social media shout out to different volunteers each month. Share a little bit about them and explain how they’ve been helping your organization. Volunteers will look forward to seeing who is featured and will love seeing their own name appear! 
  • Give shout-outs during get-togethers and meetings. If one of your volunteers does something especially caring or goes out of their way to help your organization in unexpected ways, tell the team about it! Giving bravos to your team about the wonderful work individuals are doing shows that you care about their hard work and encourages others to also go the extra mile. 

The second important part of this strategy is that your nonprofit should encourage volunteers to continue doing good work in the future. Don’t simply recognize, but be sure to also give a next action item for supporters. For example, if you spotlight Janine on social media, you might end the post by saying, “Keep it up, Janine!” This takes a recognition opportunity to the next level and encourages future action. 

When you use the recognize and encourage strategy to show your appreciation, make sure to include these four key elements in your shout-out to supporters: who they are, what they did, how it helped, and what they can continue doing. This gives people both the specifics of the support as well as the big picture impact


Showing appreciation for your valuable supporters is an important part of nonprofit stewardship strategies. Be sure to create your own stewardship program in order to show your supporters that you care and to encourage them to continue engaging with your organization. 

Look back over this guide and see if there are opportunities where you can combine multiple ideas into one strategy. For instance, start a Volunteer of the Month program and send a goodie bag of branded merchandise to the winner! Or, start a happy hour book club with your supporters so that they can enjoy a beverage while discussing their most recent read! 

There are infinite ways that you could show your supporters that you care about their contributions to your mission. Get creative! 


About the Author: Steven Shattuck

Steven Shattuck is Chief Engagement Officer at Bloomerang and Executive Director of Launch Cause. A prolific writer and speaker, Steven is a contributor to “Fundraising Principles and Practice: Second Edition” and volunteers his time on the Project Work Group of the Fundraising Effectiveness Project and is an AFP Center for Fundraising Innovation (CFI) committee member.

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Rebuilding and Reframing for Volunteer Management – Post COVID

As we begin to consider what our new normal will look like, remembering the roots of volunteerism and adapting them the new world is crucial. This evolution is not just essential for the good of our agencies, but for our profession as well.

We must be forward thinking. WE have to be the leaders to promote our programs and prove the value of engaging the support of volunteers.

Our fundamentals are rooted in recruiting, screening, training and the placement of volunteers. Many volunteer managers haven’t stopped their work through COVID-19 but many must reinvent and recreate their programs. Listed below are some tips to getting back to basics as you begin welcoming your volunteers back!

Needs Assessment

The first step is to conduct a needs assessment. There are four points to consider. What are the community needs, the organizational needs, the needs of the volunteer services program and the needs of the volunteers? Where is the sweet spot where those four aspects intersect? Can your volunteers serve these needs virtually or within social distancing guidelines? If not, can you consider an out of the box solution to move your program forward?

Recruiting

Once completing your needs assessment, plan to reassess current volunteer placements. Collaborate with your organization’s staff and leadership to consider all aspects of your organization’s needs and how volunteers can help serve those needs.

Screening and Training

Through this pandemic, we have learned that screening and training can be completed virtually. It isn’t our first choice, but it can be done well. There are great resources to help support the implementation of virtual screening and training, many are free or inexpensive. One such example is the free online webinars offered by the Texas Volunteer Management Conference (https://texasvmc.org).

Placement

Consider the need for facemasks, gloves and social distancing for volunteer placements. Also consider your own agency’s requirement, local and state requirements. Many organizations have successfully created opportunities to continue volunteer involvement while maintaining healthy social distancing practices. Consider current legal requirements, taking temperatures, updating the volunteer handbook and creating a COVID questionnaire and waiver. Solicit support from HR and your peers in the volunteer management community.

Leadership

Create your plan and present the post COVID-19 volunteer management plan to your organization’s leadership team. It is imperative to have buy in from leadership. Now, more than ever, volunteer professionals must insist on having a seat at the table.

As professional volunteer managers, the last thing that we want to see is the decline or elimination of opportunities to serve, opportunities to create advocates, opportunities to move the needle of our missions. Many of us have spent our careers being creative and constantly being problem solvers. We must continue to think out of the box with ways to connect our volunteers to the mission of our organizations.

While so much of this can be overwhelming, this is what we do. We adapt to the needs. The needs of the community haven’t stopped. In many respects, they’ve grown. Who’s hurting, who needs support? It might be our very own volunteers.

Disconnection and social distancing are unnatural to our work. At our core, we are connectors. How do we continue to connect our volunteers to meaningful work and our mission? While many of us have been paralyzed by fear, we cannot and will not give up!

Now, more than ever, we need to work together for the good of our profession and for the sake of those in need. There may be some uncertainty or even a bit of fear with the unknown future of volunteerism. That is precisely why we need to be leaders in our profession. We have the unique opportunity to be trailblazers, to CREATE the new normal for volunteerism. Our agencies and our volunteers are depending on our experience and our vision for the new face of service.

This is where peer support is imperative. Supporting each other professionally has never been more important. Together, we can overcome the challenges facing us. Let’s work TOGETHER to create what WE think the new normal should be for service and volunteerism.


Guest post by Stephanie Canfield, Leadership Community Advocate.

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3 Steps to Begin Planning Your Capital Campaign

Capital campaigns are intensive, game-changing undertakings for nonprofit organizations. These major campaigns raise significant amounts of funding for specific expansion projects, like constructing new facilities, investing in new equipment, or creating an endowment fund. As major investments in your organization’s ability to grow, these campaigns require tons of strategic planning to be pulled off successfully.

At the Capital Campaign Toolkit, we believe that planning is doing. Simply put, this means that the early planning stage of your campaign should accomplish more than just outlining the steps you’ll follow later. Instead, effective capital campaign planning should be a more active process, one that begins engaging the board members and key donors who’ll be integral to your overall success.

Let’s discuss three steps you can take now—before outlining specific fundraising tasks, writing letters to donors, or diving into the world of virtual galas—to give your capital campaign a strong footing from the get-go.

The first three steps you should take when planning your campaign are:

  1. Clearly define your campaign’s purpose.
  2. Plan with a focus on your top donors from the start.
  3. Actively speak with your key donors.

We’ve helped equip countless nonprofit development teams with all of the tools and support they need to conduct a successful capital campaign, and we’ve found that one of the best ways to set up any campaign for success is to make the most of the planning process. Let’s dive in.

1. Clearly define your campaign’s purpose.

Capital campaigns aren’t dreamt up in a day. They’re massive fundraising efforts that go above and beyond any other campaign, far surpassing your annual fund in dollars raised.

Capital campaigns are driven by a very specific need or project that require an infusion of resources to build capacity. The identification of those needs often grows out of a strategic or long-range plan that spells out what it will take for the organization to reach the next level of operation. 

This means that the first step in planning your capital campaign should be to specifically define what you’re raising funds for. To convince people to rally behind your organization and give generous contributions, you must clearly articulate why you’re seeking their support and what difference their support will make. The purpose of a capital campaign will be composed of two parts:

  • Objective: This is what you’re raising funds for. So, for a nonprofit organization that provides after-school programming for students, this might be constructing a new gym or art room.
  • Goal: This is the specific financial amount you need to raise in order to complete your objective, like raising $10 million to construct the new gym.

When setting this goal, work with your board from the start. This early collaboration serves two purposes:

  1. It builds excitement across your board and obtains their buy-in to the process, getting them invested in the campaign and ready to contribute when the time comes.
  2. It gives you additional perspectives to consider, allowing you to set an objective and goal that’s informed by your board’s knowledge of your nonprofit and current fundraising capacity.

Of course, your board will need to approve any major fundraising efforts and campaign spending anyway, so don’t overlook this step. Take this first task a step further by asking your board to assist with crafting your case for support or case statement—a document that clearly communicates why you’re raising funds, how you’re going to use those funds to meet your objective, and why prospective donors should give. 

When developing a case statement, we recommend conducting a “Features and Benefits” exercise with your board to discover the features of your campaign (what your campaign will fund) and the benefits of each feature. For example, a soup kitchen raising funds to build a new eating hall would list their new building as a key feature of their campaign. Its benefits would be the many more constituents that the organization would be able to feed. 

Working with your board members in the early planning phase of your campaign will build the trust you will need for them to approve the campaign. So be sure to give them an active hand in shaping your campaign and laying the groundwork for a powerful case for support. Here are some tips to help you improve communications with your board.

2. Plan with a focus on your top donors from the start.

Once you’ve identified what you want to accomplish with your campaign—your objective and working goal—then you can begin planning with a focus on your top donors.

Capital campaigns are top-heavy by nature. You should plan to raise at least half of your total campaign gifts from the top 10 donations during the initial quiet phase of your campaign. Keep this in mind from the start of your campaign and begin identifying who those key donors are once your plans start taking shape.

The standard way to keep your efforts donor-centric is to anchor your plan with a gift range chart. This guiding document will be an invaluable resource throughout the entire duration of your campaign. When examining prospects in your donor database and beyond to identify potential contributors, consider the following:

  • Who has the financial capacity to make multi-thousand to million-dollar gifts?
  • Who has a strong existing relationship with your organization and cause?

Focus the majority of your cultivation and solicitation efforts on donors with this winning combination of capacity and inclination to give.

A quick tip to make sure you’re planning with a spotlight on these critical supporters: Block out at least two hours per week during your campaign to personally meet with or talk with major donor prospects.  

This doesn’t mean that you’re going to solicit gifts each week but rather that you’ll plan from the start to intentionally focus on building relationships with your top donors. That will generate buy-in from prospects and strengthen their attachment to your cause. Successfully soliciting a large gift takes time and persistence.

3. Actively speak with your key donors.

You’ve planned to meet with prospects for at least two hours each week—excellent! Begin these conversations with your key donors by interviewing them as part of your feasibility study. 

A feasibility study is an important early step in any capital campaign, and it involves discussing your plans with key stakeholders to gauge their thoughts on your goals and interest in potentially giving. If feasibility studies are a new concept for your organization, check out our complete guide for an overview.

An effective feasibility study will aim to answer a few key questions. Do your key stakeholders and prospects believe your nonprofit is prepared for a campaign of this magnitude? Do they have advice that you can use to drive your campaign to success? These answers will be extremely useful for shaping your strategies as your campaign plans come into sharper focus.

If you’ve encountered feasibility studies before, you might think that nonprofits should only ever bring in third-party consultants to conduct them. However, we encourage you to consider speaking with your key donors yourself.

Remember, planning is doing. While a feasibility study is seen as part of the broader planning phase of your campaign, these conversations are invaluable opportunities for you to begin actively building relationships with the donors who could potentially make or break your success. Don’t wait to start building and strengthening those relationships!

Ask your prospects and stakeholders overarching questions about what they think of your organization, leadership, and case for support. This will give you insight into your campaign’s feasibility, as well as signal to the donor that you value their views. You may find that they believe that you’re well prepared, or you may find that they believe you need to hit the books to better prepare for the endeavor. Either way, seeking their advice will let them know that you respect and value their perspectives.

After you’ve already introduced your campaign and gauged their interest, take this opportunity to begin directly asking prospects about potential involvement. Try questions like:

  • Among your philanthropic priorities, where is our organization?
  • Do you see yourself making a gift to the campaign when the time is right? 
  • Would you consider volunteering for the campaign

With these questions, you can better understand your prospects’ expectations of your campaign and their involvement in it. These insights will immediately benefit your cultivation efforts, helping you quickly get a sense of where to focus attention. You may even secure early gift commitments from your most dedicated supporters!

Feasibility studies are a critical part of any capital campaign, but don’t assume that the entire process will have to be completely out of your hands. These interviews and discussions are your first major chance to begin developing the relationships that will drive your campaign to success, so take an active approach. There are resources available (such as our Guided Feasibility Study) to help your team select donors, train to conduct the interviews, and prepare reports for your board.


Planning a capital campaign is a months-long process. After all, you’re raising more funds than your nonprofit likely ever has before and mapping out years of stewardship and fundraising strategies to reach what is often a multi-million-dollar goal.
However, you don’t have to wait until the planning process is complete to begin acting on those plans. By taking an active, intentional approach and collaborating with key stakeholders early, you can begin building valuable relationships that will fuel your campaign down the line. Wishing you a hugely successful campaign!


About the Author: Andrea Kihlstedt

Andrea Kihlstedt, Campaign Expert & Co-Founder, is the author of Capital Campaigns: Strategies that Work, now in its 4th edition, as well as How to Raise $1 Million (or More) in 10 Bite Sized Steps, in addition to several other fundraising books. She has been leading successful capital campaigns for over 30 years.

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Strategic Partnerships for Your Nonprofit

Many hands make light work! We’ve all heard the saying before, but have you ever thought about applying that philosophy within your organization? Volunteer program – check – right idea. Now what other areas of your organization can be better supported and strengthened with that philosophy in mind?

Take a look around you. Specifically, take a look around your community. What are other businesses or organizations that are positioned with complementary missions, teams, or resources?

If your organization is seeking a partnership, chances are that your organization is not the only one! Even if it is, partnerships are usually formed to be win-win for everyone involved, meaning that people within your community will likely be happy to discuss your proposition.

Where should I start?

Already have ideas bubbling for a no-brainer partnership? Well good news, that’s exactly where you start! Outline a partnership proposal and get crystal clear on the benefits that both your organization and theirs would receive. Come up with “the pitch” so to speak.

Then, schedule a chat with the person you’d likely be collaborating with in the partner organization. Next steps will likely reveal themselves by the end of that initial call. Rinse and repeat for any other partners you have in mind.

For most, however, first steps might require a bit of reflection and brainstorming. You’ll need to asses where your organization shines and where it need extra support. This will reveal what benefits you could offer in a partnership and what you’ll need extra support with from partners.

To identify your organization’s strengths, weaknesses, opportunities, and threats, pull out the good old SWOT Analysis rubric! If your organization has already conducted a SWOT Analysis, ask for a copy. Otherwise, draft up a quick one yourself. Take your time, but there’s no need to spend more than 30 minutes on this speed draft.

When you’re done, compare your strengths and opportunities to your weaknesses and threats. Your strengths and opportunities will shed light on what you have to offer in a partnership, and your weaknesses and threats will suggest who to seek out in a partnership. Leverage their strengths to support your weaknesses.

Volunteer Programs

Would you consider your volunteer program well established, or does it need some help getting off the ground? If there is another organization that is known for their growing, highly engaged volunteer base, consider reaching out to their volunteer coordinator to explore a volunteer exchange initiative, where volunteers are somehow introduced to the other organization’s volunteer program, fostering more volunteer interest for both organizations. (Check out what Stoneleigh Natural Garden did!)

For example, you might organize a joint event between your organizations. When large gatherings are safe and permitted once again, a collaborative volunteer appreciation event could be a great idea for a handful of partner organizations. Volunteers would feel the love while also becoming more familiar with other volunteer programs (and fellow volunteers!) across the community. (Relevant: “How to Move Your Volunteer Appreciation Week Event Online“)

Most organization’s volunteer programs also come with volunteer coordinators, volunteer program supplies, volunteer management software, and more. Discover which resources could be shared between/among organizations, then bask in the efficiency of many hands making light work.

Services & Programming

Most likely, your organization has some kind of service or programming offered. Once you’ve mentally identified those services, think about other nonprofit and for-profit businesses that offer services complementary to the ones your organization offers. This is where the opportunity lies to collaborate.

Your respective programs could continue running independently, if that works best for all parties. In which case, you’d collaborate with marketing and raising awareness of said programs. This usually becomes what’s known as a “referral program“. Similarly, you can also tout each other’s services as an “expansion” of the services your organization already provides. Both organizations gain a stronger presence in the community as a result.

If there is more in common than not between the respective programs, consider weaving them together in a few small ways that make sense. This will help to reduce spending on resources and scale the impact of the program. Celebrate that saved spending!

Resources

Each organization is equipped with its own incredible resources. In some cases, resources are material goods: vehicles, food, gardens, space, etc. Other times, an organization’s best resource is its personnel: the well-connected founder, the savvy lawyer, or the wizardly grant-writer.

As part of your SWOT analysis, examine these resources. Are there any you could exchange? Are there any you could share? Sometimes an act of true goodwill goes even farther than a proposed partnership. So if your organization’s van is unused on weekends, consider sharing it with another organization that is active on weekends.

Brand Recognition & Credibility

This is less of a tangible tip and more of a rule of thumb. The more your name appears (in a positive light) across the community, the more it will be perceived as established and reputable. Community engagement starts at the front door of your organization, but it certainly doesn’t stop there! 🙂


Recruiting many hands to make light work starts with one hand reaching out in partnership. Get your plans ready, then take action! You’re sure to save money, better utilize resources, and raise organizational awareness across your community.

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5 Strategies for Smarter Fundraising While Working from Home

Traditionally, the idea of working from home conjured images of lounging in sweatpants and less-than-stellar productivity. But as we’ve learned since the start of the COVID-19 pandemic, it’s possible to still accomplish key goals and drive missions forward outside the office.

With the right tools and processes, all kinds of organizations have been able to adapt to the work-from-home (WFH) environment with great success, and the nonprofit sector is no exception. Fundraising professionals have navigated uncharted territory to engage supporters, raise critical funds, and conduct day-to-day operations all from the comfort of home offices. 


As the year draws to a close, it’s time to take stock of your WFH plans and make adjustments to align with best practices. After all, the end of social distancing isn’t on the horizon anytime soon, and you don’t want to lose momentum. With powerful technology and data-informed strategies, you can still achieve your online fundraising goals while working from home.

At SalsaLabs, we specialize in helping nonprofits leverage technology to work more efficiently and boost their fundraising potential. We’ve seen how nonprofits in the field incorporate innovative tools into their WFH routines with great success. So, we’ve compiled a list of tips to help drive your virtual fundraising efforts forward:

  1. Use data to drive more effective communications.
  2. Explore diverse revenue streams.
  3. Host engaging virtual events.
  4. Leverage machine learning technology.
  5. Make use of marketing automation. 

While a remote work environment may not facilitate in-person conversations, there are still plenty of opportunities to connect with supporters through virtual means. Technology can help you build on your existing donor data for time-saving and informed outreach, which can create even more effective fundraising processes. Let’s jump in.

1. Use data to drive more effective communications.

When you can’t connect with your community in person, your online communications are even more critical. If a donor’s primary touchpoint with your nonprofit this year is via email, your messaging needs to make each individual feel recognized, appreciated, and capable of making an impact.

The best way to accomplish these goals is to leverage supporter data when crafting your campaigns. Instead of sending impersonal emails to everyone on your mailing list, you can target groups or even individuals for a more relevant and personalized message.

You can use available donor data to:

  • Create segments of donors. Create segments, or groups, based on key characteristics, then use these groups to send targeted messages. Studies show that segmentation can lead to up to a 760% increase in revenue! While the options for categorizing donors are nearly endless, you can sort groups by engagement type, giving preferences, or demographic information. For instance, you could start a campaign specifically targeting Gen Z supporters, or craft separate end-of-year thank-you emails to address volunteers, major donors, event attendees, and first-time donors in different ways.
  • Personalize messages to individuals. Adding a personal touch to outgoing messages can help your supporters feel seen and recognized. While adding the donor’s name to the subject line or greeting is a great start, you can go even further. Try incorporating details like a recent donation amount, event attendance history, or information specific to your mission (like a pet’s name if you work with an animal shelter). Marketing automation tools (which we’ll discuss in further detail later in this article) allow you to address each individual supporter without anyone needing to manually write in the information on individual messages.

These strategies allow you to take advantage of the valuable information in your donor database software for more engaging messaging and fundraising appeals. However, make sure you’re only using clean and well-organized data to execute these tasks. An email subject line addressed to the wrong supporter is worse than a generic one!

2. Explore diverse revenue streams.

This era of social distancing and economic uncertainty has proven the importance of diversifying your nonprofit’s revenue streams.

If you only rely on one fundraising platform, like an in-person event or a handful of major donors, you’ll be more vulnerable to unexpected changes.

A diverse range of revenue streams will help ensure your fundraising strategy is resilient, sustainable, and less susceptible to risks.

A few creative options worth exploring are:

  • Recurring gift campaign. Encouraging supporters to schedule recurring gifts can help you create a predictable stream of revenue. You may even consider providing branded items as a thank-you for their ongoing support as part of a membership program.
  • Grant opportunities. In the wake of COVID-19, grant-seeking institutions and corporations have both pledged to make funds more readily available to nonprofits. You can conduct research to look for opportunities in your area or look for large-scale programs by national funders.
  • Corporate philanthropy. Matching gifts programs are a remote-friendly way to maximize revenue from your supporters. According to this Double the Donation roundup of matching gift statistics, between $4 and $7 million dollars in eligible matching gifts go unclaimed every year! By focusing your efforts on matching gifts, you’ll unlock new opportunities for funding without much extra work for your team. To do this, you can create a campaign to spread awareness about matching gifts among your supporters, manually screen donations for matching gift eligibility, or use a comprehensive matching gift automation platform to streamline the process.
  • Peer-to-peer fundraising. Even though you can’t get together in person, your supporters can still use virtual strategies to share your organization with family and friends. This strategy allows you to leverage the networks of your supporters and reach an even larger audience.

By incorporating one or more of these strategies alongside your current fundraising efforts, you’ll be more prepared to survive if one of the streams dries up.

3. Host engaging virtual events.

While you may not be able to gather donors together in person, you can still create an exciting and community-focused virtual event. 

Not only can virtual events be powerful fundraisers, but they’re also opportunities to share your work with supporters, foster connections between supporters and your mission, and encourage supporters to form bonds amongst themselves. 

As this guide discusses, virtual events are often more economically feasible and widely accessible. Therefore, your organization will be able to engage even more attendees for a lower cost, boosting your profit.

You can host a fundraising-focused event like an online auction or virtual walk, or you can host virtual stewardship events. Any kind of virtual event can be used for stewardship if you don’t charge an admission fee—consider a virtual happy hour, book club, or dinner party as a few potential ideas.

While the primary goal of a stewardship event won’t be to raise money, it’s still an important component of a relationship-based fundraising strategy. Forming deeper connections now will prepare you for making more effective asks in the future.

If you decide to host a virtual event, be sure to plan ahead for potential technical issues. Share connection information with supporters well in advance, provide plenty of tech support for potential questions, and troubleshoot your virtual event platform ahead of time.

4. Make use of marketing automation. 

Marketing automation has been a growing nonprofit trend in recent years, and for good reason: it enables teams to work more effectively with limited resources. Marketing automation can help you level-up your remote fundraising efforts.

While marketing automation isn’t a substitute for a solid foundation of data, it unlocks the ability to contact the right person with the right message at the right time—without a staff member needing to hover over the send button. As long as you start with a solid understanding of your supporter base, automation can help you accelerate your outreach.

You can automate many aspects of your marketing strategy, including posting to social media, capturing leads via your website landing pages, or sending emails. One of the most popular ways to utilize automation technology is through an email stream, also known as a drip campaign.

Here’s how an email stream would work, with the example of a potential donor named Jack:

  1. Jack lands on your nonprofit’s website and signs up for your email newsletter.
  2. Jack receives a “welcome series” of emails once per week with more information about your nonprofit’s mission, current programs, ways to get involved, and how to donate.
  3. The series runs at a specified cadence until Jack completes the desired action (making a donation) or until a certain period of time has elapsed.

Your series could be just a few emails or it can be 10 emails over the course of a few months. All of those messages are sent without anyone on your staff actually pressing the send button, and, if crafted in a compelling way, can generate significant funds for your organization.

Beware, automation can’t fix a message that’s not relevant or interesting to your audience! Make sure each element of your automated campaign is based on the data you have available. Incorporating some of the other tips on this list (like personalization and segmentation) will help you do this.

5. Leverage machine learning technology.

Another powerful way tech can boost your fundraising while working from home is through machine learning. Essentially, machine learning allows computers to make sense of large data sets (like the information in your donor database) to find patterns and make predictions.

For example, machine learning can help you to:

  • Identify potential major donors.
  • Tailor ask amounts to a donor’s giving history.

One of the most advantageous aspects of machine learning is that it continues to improve over time. As more data is available, the analysis and predictions become more accurate. After all, it’s called machine learning for a reason!

To consider a specific example, Salsa’s SmartEngagement technology uses machine learning to power predictive analytics for donation pages. By taking into account all of the historical data you have on a supporter, the program can display optimized ask amounts on your donation form. This helps to increase conversion rates and to avoid the risk of missing out on funds from an ask that was too low.

If you have a large quantity of supporter data to sift through, consider looking for a CRM that offers machine learning capabilities so you can draw insights more efficiently. 


This year, nonprofit fundraisers have needed to adjust their plans and reinvent traditional strategies. While normal in-person fundraising is unlikely to resume for the time being, there are still plenty of ways you can raise money for your mission while staying safe. With these tech-savvy tips, your fundraising staff will be well-positioned for success. Good luck!

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4 Tips for Choosing Your Nonprofit Donor Database

Choosing a donor database is a lot like hunting for the right romantic partner with online dating tools.

You are likely working from a long list of characteristics and browsing potential matches from brief descriptions and a few images. If you find something (or someone) that checks many of your boxes, you may schedule a demo—kind of like a first date. If the date goes well and the conditions are right, it could lead to wedding bells and a happy union between your sustainable nonprofit and a powerful CRM.

While choosing a donor management solution may not be an “until death do you part” level of commitment, but it’s still the first step in a long and successful relationship.

At SalsaLabs, we take on the role of matchmaker by helping nonprofits leverage powerful technology to meet their goals. To help you find a donor database that can be your team’s “other half,” we’ve compiled the following list of tips:

  • Create a project team, plan, and timeline.
  • Evaluate core functionality.
  • Consider compatibility with the rest of your tech stack.
  • Determine what additional features are essential for your organization.

The right donor database will support many aspects of your organization, from fundraising to volunteer management. So before tying the knot, make sure it’s meant to be!

Create a project team, plan, and timeline.


Selecting a software solution is no small undertaking. This is true for any type of software, but considering the immense impact that your supporter database has on your organization and mission, it’s especially important to follow an organized procedure.

Before diving into the decision-making process, you’ll probably have a general idea of the features your nonprofit is looking for—after all, there’s a reason you’re in the market for a donor database!

Establishing a plan upfront will give you clearer guidelines for evaluating the available databases and ultimately narrowing down your options to a few top contenders.

Assemble a team. Make sure you have all of the right people on board to make the decision. Depending on the size of your organization, you’ll want to invite anywhere from 2 to 10 people to weigh in on the decision. You’ll want to include the individuals who are directly impacted by the new system, the biggest consumers of information from the system, and anyone else who will have valuable input. The team reviewing the software will also help determine who will be using the software, which, depending on the system you choose, may factor into the budget decision.

Set a budget. Donor databases are built with a range of organizations in mind. Consider data like your number of donors, annual fundraising capacity, and major gift revenue to come up with a price point that makes sense for you. Be sure to establish this financial metric early on so you don’t waste time considering tools that are out of reach. However, if you’re a small nonprofit, you should choose a donor database that can scale up as your organization grows. Finally, it’s important to look for any additional customization or implementation costs when evaluating the price tag of each option.

Create a requirements document. You’ll want to develop a list of major functions and features that the donor database needs. As you create this document, try to limit yourself to the essentials and stay away from hyper-specific items. In general, it’s best practice to focus on what you need to accomplish rather than exactly how. The rest of this article will outline some characteristics you may want to consider.

As you go through this process, insist on defining your project plan in writing. This will ensure you stay on track and find a donor database that meets your needs and expectations.

Evaluate core functionality.

When considering expectations for your potential donor database, there are some core features you should look for.

You’ll want to keep the following core features in the back of your mind throughout the process, even if your primary focus is more specific:

Donor profiles and contact information. In addition to standard fields like name, address, and geographic location, look for a system that allows for custom fields. This will ensure you can record details that are specific to your organization’s audience; for instance, if you’re looking for a donor database for an animal shelter, you may want to record whether each supporter is a dog or cat person as well as the names of their current pets.

Analytics and reporting. The goal of your donor management software is to be able to store and use data effectively. While virtually all CRMs will offer reporting and visualization features, the complexity and flexibility of these can vary. This one place where your project team will have invaluable input since the people who need to access these reports should be represented.

Both of these functions will come standard in most of the donor databases available on the market, but with a wide range of variation. The size of your organization and the required detail level of your donor profiles will help you determine how you need these features to operate. Consider what your organization needs to accomplish to decide the scope of features you need from a solution.

Consider compatibility with the rest of your tech stack.

Your donor database should integrate with the other tools your nonprofit relies on. If it’s incompatible with the other elements in your existing nonprofit technology ecosystem, it may not be a good fit for your organization.

Your donor database should track every engagement metric you have with supporters. As such, you’ll want to consider the systems that track different types of engagement opportunities. For instance, if a supporter signs up to attend an event and donates to your most recent event, you’ll want to be sure all of these metrics are recorded and analyzed by your nonprofit. While some databases may have one or more of these functions built-in, others will require separate solutions.

Consider whether your organization uses the following tools, and if they are compatible with the donor database of your choice:

Fundraising software. Since one of the core purposes of your donor database is to inform your fundraising strategy, you’ll want a software solution that integrates seamlessly with your fundraising software. As this article explains, some fundraising systems pair well with CRMs, and some don’t, so you’ll need to consider the capabilities of your fundraising software as well.

Volunteer management software. If a supporter volunteers regularly with your nonprofit, you want to record that information alongside your other donor data. To avoid manual input, look for a donor database that syncs with your existing VMS.

Matching gift software. Corporate matching gifts can be a huge source of revenue for your organization if you know how to take advantage of the programs. According to Double the Donation, an estimated $4 – $7 billion in matching gift funds goes unclaimed every year. If you connect your donor database with matching gifts software, you’ll be better able to identify supporters who are eligible for matched contributions.

Event registration tools. Whether you’re hosting in-person, online, or hybrid events, you’ll want accurate records of every attendee. It’s helpful to have CRM and event solutions that are well-integrated. Then, you’ll be able to segment and target supporters more specifically based on whether or not they attended a past event.

Communications technology. Make sure your CRM can integrate with the tech you’re using to connect with supporters. This includes more traditional methods like email marketing as well as newer practices such as texting and social media outreach. If your communications platform and CRM are well-integrated, you’ll be able to automate outreach based on other interactions in the database, ultimately increasing supporter engagement.

When all of your supporter data can flow freely throughout your tech stack, you’ll be equipped to build well-rounded relationships with each donor. Take stock of your existing software systems and find a donor database that pairs well with each, then add that information to your requirements document.

Determine what additional features are essential for your organization.

Once you move past core features and software integrations, you’ll want to start on a list of features that are critical to your nonprofit’s operations. This list will be the most important part of your search, but it will also take the most thought to develop.

Consider what processes you have in place that are a drain on your team’s time, then look for a donor database that allows you to automate them or even skip steps completely.

Here are a few examples of tools from Salsa’s nonprofit CRM to give you some ideas of additional features that may save your team time:

Communication tools. Fundraising campaigns and other outreach efforts are more efficient when they can be accomplished directly from your donor database.

Automation and scheduling. Automated marketing tools allow you to contact the right supporter, with the right message, at the right time.

Comprehensive donation tracking. You’ll likely want a donor database that can manage both online and offline donations, avoiding manual input.

Smarter engagement strategies. Based on the interaction data you have available, your CRM can recommend optimized engagement methods. These can even be queued up automatically with automation tools.

Of course, your organization’s needs are unique, so your project team should brainstorm and collaborate to determine your must-have features and add them to your requirements document.

With so many options available, choosing a donor database to meet your needs can feel like an arduous and overwhelming process. A CRM solution will help you get organized and better engage your supporters, so it’s wise to invest the time and energy upfront so you can reap the benefits for years to come. With these strategies in mind, you and your donor management software will be able to live happily ever after. Good luck!


About the Author: Gerard Tonti

Gerard Tonti is the Senior Creative Developer at Salsa Labs, the premier fundraising software company for growth-focused nonprofits.

Gerard’s marketing focus on content creation, conversion optimization and modern marketing technology helps him coach nonprofit development teams on digital fundraising best practices.

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Get the Grant! Your Competitive Edge with SMART Metrics

Amidst a challenging year, nonprofits are zeroing in on the grants that will help them continue to deliver on their mission. As calendars are marked with application dates and deadlines, grant writers have the opportunity (and challenge) of completing a compelling grant proposal – one that will make their nonprofit shine even more brilliantly than the competition.

Although nonprofit teams are stereotypically not the most competitive personalities, the fact of the matter is that financial resources are in high demand, requiring a bit more magic from grant writers to land the grants their organization is relying on. Now, of all times, is the time to boast! Show off the incredible work of your nonprofit team.

Here’s the magic that I urge you to keep in mind as you get to work: tell a story of your past, present, and dream-scenario future. Then, explain with numbers why your numbers back the story of your past/present, and why (with numbers) your dream-scenario future is well within reason.

Nothing beats a grant application that displays both the head (pragmatism), heart (mission focus), and muscle (execution) of your nonprofit. Sounds like a winner to me!

Now the big tip – remember “SMART Goals”?

By this point, you may already have your SMART goals outlined. For example: “In 2021, we will launch 2 new programs across 15 county schools, reaching 15,000 students ages 13-19.”

Amazing! Now implement the same SMART (Specific, Measurable, Achievable, Relevant, and Timely) strategy to share metrics that prove you’re able to accomplish said goal.

SMART Metrics to Prove Your Salt

Specific

Show specifically what actions have been taken (or been maintained) and what impacts have resulted. This will be a foundational step to the work ahead, so take your time, and don’t be overly-critical of the first thoughts that come to mind.

Get the ball rolling by simply making a list! Jot down all initiatives and changes your nonprofit has made in the last year (or other relevant time period) in efforts to pursue the mission.

It can help to do this part as a team. Gather a think-tank team consisting of all departmental leaders in your organization. Everyone can chime in on the actions and accomplishments of their respective programs. (Bless the grant writer, who will likely be jotting all of this down and making order of this light chaos.)

Remember: not everything that will be said/thought at this stage will be kept! You’ll need to first identify which contributions are relevant to the grant itself, then workshop each contribution until it is, in fact, SMART.

That said, it’s alright if people start chiming in with general actions and impacts such as “Our clients are much happier with our programs!” – that example won’t make the final cut, but it will get the juices flowing for the team.

By the end, you’ll workshop these ideas to be more specific, such as, “We hired our first full-time event coordinator, which resulted in 3 more programs this year, and 25% better attendance.” (Ok…I’m jumping ahead. Let’s move on to “measurable” now.)

Measurable

Any metric needs to be measurable. How much, how many, what percentage, what ratio? You can make even the broadest statement measurable if you ask the right questions and do the appropriate data collection.

Let’s revisit the previous example and make it measurable: “Our clients are much happier with our programs!” Get started with questions like these:

  • How is happiness being measured? Attendance? Repeat attendance? Referrals? Survey results?
  • Are you tracking this data? (If not, start now! You’ll have the data at the ready for next year.)
  • Don’t forget the specificity – which clients and how many? Which programs and how many?

By asking the right questions and collecting the right data, you will end up with much stronger metrics, a much more compelling narrative, and an easy setup for a SMART goal. For example:

“Last year, we held 45 programs, of which 70% of attendees had attended at least 1 other program in the last 3 months, indicating strong community confidence in our programs. In the last year, we also welcomed a 12% increase in program attendance. Of first-time attendees, a whopping 80% were referred by someone who had previously attended a program. Word of mouth is powerful, but with a grant-funded community outreach and marketing budget, we will achieve…[insert the corresponding SMART Goal here; now that you’ve built the case for your SMART metrics, your SMART Goal will be a slam dunk].”

Achievable

These specific, measurable metrics will have already been achieved, which naturally bodes well for your ability to execute on your proposed SMART goals. If you’ve done the work before this step, you’ll easily check the box for “achievable”.

It boils down to the idea, “We’ve done it before and we can do it again even better.”

Relevant

Now that you have the most amazing data, telling the most amazing story about how you’ve done amazing things and can do many more amazing things if you just had the funding…it’s time to zero in on what (in this mountain of amazing-ness) actually matters to those reviewing your proposal.

It’s time to thoroughly trim the fluff. If you are applying for a grant that is focused on certain communities or outcomes, only use the data that correlates and speaks to those points.

Remember – nothing that you’ve done up to this point will go to waste. Data reports can be powerfully repurposed and recycled. Use the data for outreach to the community, volunteers, sponsors, or donors.

Timely

This will be another easy check mark, if you’ve done the above work already. Timebox your achievements into quarters, years, decades — whatever is most relevant to your organization and the grant it is applying for. Otherwise, you risk boasting incredible numbers with no context. Without context, the data itself is much less valuable.


Final thoughts

Some of your competition will apply for a grant using SMART goals, forgetting to intentionally comb through the SMART metrics that serve as a foundation for those goals. Use metrics to give yourself the best shot at an easy layup.

It’s possible that your organization is very small or brand new, making it difficult to gather historical data on your organization’s performance. That’s no problem – every organization must start somewhere! Here are some areas you can start collecting data on right away, that will give you more to work with next time you apply for a grant:

  • Number of community served (what is your reach?)
  • Demographics of community served (who are you reaching?)
  • Number of volunteers and volunteer hours contributed
  • Community/client satisfaction (collected via periodic surveys, or by number of returning individuals)
  • ^All of the above tracked within consistent time periods (so that you can measure change, progress, growth.)

Best of luck to you as you prepare to apply for upcoming grants. It can be a tedious process the first time around, but rest assured that the data will build on itself gradually over time, so long as you keep a data management system in place. With time, a data management strategy, and a keen eye, you’ll reveal even more compelling (and SMART) stories about your organization, and funds surely will follow.

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4 Sustainable Models to Strengthen Your Nonprofit

Nonprofit teams have a lot on their plates. First and foremost, there is the mighty task of carrying out the organization’s mission. Plan events, gather feedback, keep the community engaged! Volunteer coordinators hustle to organize their volunteers, and fundraising directors dance circles around monthly and yearly fundraising goals.

As with any busy, passionate team, it can be difficult to work as one cohesive unit. Or, perhaps, it might be challenging to maintain the overarching perspective of the organization’s goals. The work nonprofit teams do is important and impressive, so we organized a list of 4 sustainable models that could serve to simplify the complicated and facilitate organic growth.

Volunteer Leadership Roles

A common assumption in small nonprofit teams is that the volunteer coordinator must assume all the weight and responsibility of volunteer program. Volunteer coordinators truly make magic happen each day on the job, but there are ways to responsibly and sustainably distribute the weight of the work. Doing so will lead to a more impactful volunteer coordinator, a more empowered volunteer team, and better outcomes for the organization as a whole.

Let’s examine the details of volunteer leadership roles. You might wonder what it means, how it works, and how to establish such a structure. While everything can (and should) be adjusted to meet the unique needs and available resources of your nonprofit, here are some ideas to get started.

Volunteer leadership roles might include:

  • Recruiting new volunteers
  • Leading volunteer orientations
  • Conducting volunteer evaluations
  • Supervising daily volunteer programs/groups

Volunteer leadership roles are best reserved for volunteers who:

  • have shown excellent performance and dedication over time
  • have professional experience/expertise in a skill that is relevant to the volunteer program at large
  • have shadowed or worked closely with the volunteer coordinator in the past

Implementing a volunteer leadership model:

  1. Identify a few volunteers who might fit the bill. Introduce them to the idea and gauge their reaction. If the reaction is positive, time for step two!
  2. Outline the scope of their role in writing, and share that document with them. The document should include what is expected of them, what is not expected (aka, what they are not allowed to do), the duration of their role, and who they should report to.
  3. Express the benefits of taking on this responsibility, and be accountable to them. For example, college student often need examples of leadership in their resumes and CVs. Express that as a benefit and ensure them that you’ll advocate for them when they look for jobs if all goes well.
  4. Introduce this leadership structure to the volunteer program at large. This will keep everyone on the same page, ensure that everyone knows what to expect and from whom, and maintain an appreciated level of transparency. This program might even inspire other volunteers to work diligently towards the opportunity for themselves, over time.

Free Public Events

With fundraising at the mental forefront of most nonprofit teams, there certainly must be a cautious balance between free services/events offered and paid services/events offered. However, there are vast benefits of free public events, and they shouldn’t be overlooked. Rather, examine them more closely to understand how to get the greatest return on investment. You might just find that it becomes a sustainable model for fundraising, community engagement, and growing your volunteer program.

Benefits of free events/services:

  • Increased and sustained positive perception of your nonprofit by the community as a whole. You put goodwill out, you’ll get goodwill back. This is a longterm investment in a positive relationship with the community.
  • Increased and sustained brand/nonprofit awareness. It might be hard to track, but free public events draw larger numbers and more diverse crowds. Over time, this translates to a larger volunteer program, more donations, a larger audience to serve, and more interest in involvement of all kinds (you might receive more job applications or even valuable networking opportunities/introductions).

Safeguards for sustainability:

  • Free events should not put a dent in the organization’s budget. Think “lean but lovely”.
  • Free events should not take much time to prepare for. Think “rinse and repeat”.

Strategies for even bigger impact:

  • Let the local press and media know about these events! Keep them in the know, and be ready to loop them in every time.
  • Get yourself a hashtag. If your event happens in any repeated fashion — weekly, seasonally, or annually — create a catchy hashtag! This will make it easier for the community to share their experiences at your event and, in a way, advertise for you at no cost (a savvy term known as “user generated content”).
  • Offer ways to donate and/or submit an interest in volunteering.

Donation-Matching Partners

Fortunately for fundraising coordinators, philanthropists orbit the nonprofit space closely. To strengthen the financial model of your nonprofit, pull those philanthropic entities close and develop genuine relationships with them.

This relationship can flourish beyond simple, one-time donations. With each of your donors – especially the larger ones – consider how you might ignite more excitement (and therefore, more funds) from the partnership. A great example of this is by establishing a donation-matching partnership with one or more of your larger donors.

Donation-matching is as straight-forward as it sounds. For each donation received from the public, this chosen partner/donor would match the amount. For example, if your neighbor donates $50 to your organization, this donation-matching partner would match that donation and also commit to a $50 donation.

Depending on the comfort level of this partner, you can decide together on an appropriate donation-matching ceiling (the maximum dollar amount they’ll match) and/or floor (the minimum dollar amount they’ll match). You can also decide the duration of this initiative — whether that is over the course of one fundraising weekend, or even a whole year.

Before inviting a donor to be a partner in this initiative, consider the following:

When will the donation-matching initiative start and end, ideally?

Reflect on the psychology of your audience – the people who you’d like to encourage to donate in various quantities (not the donation-matching partner). What conditions will make this most exciting for them?

  • Start this initiative during a fundraising event. It could end at the close of the event, or continue on in perpetuity.
  • Close this initiative at the year end. People love reaching year-end goals together. Consider leveraging the holiday season from November-December to reach your year-end fundraising goals.

Will your donation-matching partner need (or perhaps appreciate) anything in return?

Even if it is a symbolic gesture, acknowledgement of the partner’s gift could go a long way. In addition to recognizing them in the public announcement of this initiative, you could also send them a special thank-you note or symbolic gift.

Recurring Donation Options

When collecting donations, encourage recurring donations! Although one-time donations are appreciated, recurring donations make a much larger impact.

Why donors like it:

  • With various websites available to facilitate recurring donations, donors won’t run into any hassles getting set up. (Check out ActBlue, GivingFuel, DonorBox, PayPal)
  • It works behind the scenes, collecting funds monthly/yearly without effort from the donor.
  • Even if the donation is only $5/month, recurring donors have skin in the game and will feel like a more integral supporting member of the organization.

Why organizations like it:

  • Organizations can generate more accurate financial forecasts when recurring donations can be accounted for in advance. Better forecasting = better management of funds.
  • Reach funding goals more easily and predictably. By knowing how many donations can be expected each month, organizations can prepare fundraising initiatives accordingly to fill in any gaps.

Let us know if there are other sustainable strategies and program models that you’ve discovered along the way. We would love to add them to the list!

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Seven Tips to Help You Find that Perfect VMS 😍

I’ve always thought that buying software is a little like picking out an ice cream flavor from one of those places that has dozens of options.

Choose wrong and you are stuck with an entire cone of mediocre ice cream. Choose a winner, and it is a happy day.

OK, so that may be the extent of the analogy, but now that you are craving a treat, here’s a 5 minute read about volunteer management systems. This will go quick (and you might even have time to make an ice cream run when you’re done).

1. Make ‘User Friendly’ a top priority.

Ease-of-use is one of the most important considerations for any volunteer management software. A solution that is hard to navigate, slow to respond or requires a lot of training will cause frustration for both your staff and volunteers. 

Buy the software they will actually use. Oftentimes, this simply means finding the system that everyone can understand. 

2. Demo the software as a volunteer, too.

If your volunteer management system isn’t simple, easy to access and visually clear, your volunteers won’t use it. The right software solution should prioritize your volunteer’s time and user experience. Apple, Facebook, Amazon and Google have changed the game in terms of consumers’ expectations for how software should be used, keep this in mind as you select your software.

3. Plan for growth.

Invest in a volunteer management system that can accommodate your needs as they change over time. For example, you may wish to elevate key volunteers into leadership positions. This means you’ll need captain-level administrative access settings to help delegate the work. Perhaps one or two rogue volunteers will prompt you to consider a flagged volunteer list.

Make sure the system you select has features like these (and more) available and ready to deploy when you need them. With that in mind, it’s a good idea to ask for a demonstration of features that may not be what you need today, but things you could want in the future.

4. Make sure you will be well supported.

You don’t want to be approaching the final days to your event with unanswered emails and phone calls hanging. Look for free, unlimited support. We think the best software providers offer live chat, phone and email support for starters. They should guarantee 24-hour (or less) response times on all emails. Extra points if they have a YouTube channel with tutorial videos to help guide your staff during off-hours and weekends. 

5. Seek the wisdom of the crowd.

As you explore different volunteer management systems, stack them side-by-side, and evaluate each product’s strengths and weaknesses as it relates to your priorities. If you want a flexible volunteer registration tool or check-in on a mobile app, iPad or laptop on the fly, give those features more weight in your evaluation. Once you’ve done this, research each vendor’s online reviews, paying particular attention to those features and read customer testimonials on their websites. Look to sites like Capterra and Software Advice for ratings, and always ask for references.

6. Survey your volunteers.

Use an online survey tool (like this one, or this one!) to create a survey about the overall volunteer experience, throughout the lifecycle of their relationship with you: awareness of the opportunity, signup/registration, advanced communications, arrival, staff interaction on-site, fulfillment of responsibilities, and wrapping up. Find out what areas are important to your volunteers. Ask them for ideas on how processes and communications could be improved.

Share the survey results with your software provider – good or bad, the right software company will love this kind of feedback, and they’ll be immediately responsive to changes or updates that the volunteers suggest might improve their online experience.

7. It’s OK to feel a little uncomfortable.

Taking your volunteer management activities online for the first time (or switching to a new software provider) comes with some discomfort. It’s ok and very normal. That discomfort however, should quickly dissipate as you engage with your software provider. 

The right software vendor will work with you to make sure you understand how the technology will support you and your volunteers every step of the way. If you don’t feel the love, don’t take the leap.

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