Using Employer Insights to Pitch Data-First Corporate Sponsors

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Using Employer Insights to Pitch Data-First Corporate Sponsors

The landscape of corporate philanthropy is undergoing a fundamental architectural shift. The era of the “Rolodex fundraiser” (in which sponsorships were secured through golf-course handshakes and board-member connections) is being replaced by the era of the “database fundraiser.”

This topic was recently explored in depth by Double the Donation, where they analyzed the rise of reciprocal alliances and the necessity of resilient agreements. While their analysis covers the broad landscape of 2026, we need to zoom in on the specific technical execution required to survive in this new environment. Specifically, we must examine how employer data serves as the linchpin in turning cold leads into warm, data-backed partnerships.

The thesis is simple: Your employer data may reveal opportunities you didn’t even know you had. But unlocking those opportunities requires a radical rethink of how you capture, enrich, and leverage data across every single donor group.

The Rise of the Data-First Corporate Sponsor

To understand why employer insights are your most valuable asset, you must first understand the changing psychology of the corporate partner. In the past, Corporate Social Responsibility (also known as CSR) was often a siloed department, disconnected from the core business strategy. Today, however, CSR is inextricably linked to HR (talent retention), marketing (brand sentiment), and investor relations (ESG reporting).

When a corporation considers a partnership in 2026, it is asking data-centric questions:

  1. Employee Sentiment: Do our employees care about this cause?
  2. Geographic Alignment: Does this nonprofit operate in the communities where our HQs are located?
  3. Engagement History: Have our employees already “voted” for this nonprofit with their own dollars or time?

If you approach a major tech firm with a generic proposal, you are one of a thousand applicants. You are a “cold” lead. On the other hand, if you approach that same institution with a report showing that 145 of their employees actively donate to your cause and that 20 logged volunteer hours in the last quarter, the dynamic flips instantly.

You are no longer asking for a favor. Instead, you are offering a solution to their employee engagement goals. You are presenting them with data they can copy and paste directly into their annual ESG report.

This is the power of the data-first pitch. But to make that pitch, you have to find the data first.

The “Invisible” Corporate Network: Why You’re Missing Leads

Most nonprofits operate with a severe blind spot regarding their corporate network. Traditionally, development teams only look for corporate connections within their Major Donor tier (primarily $1,000+ or more). They scan the employment fields of their top 100 donors and assume that is the extent of their corporate reach.

From a digital strategy perspective, this is a catastrophic error.

The modern corporate partnership is often built on the volume of employee participation rather than the size of individual checks. A single mid-level manager giving $20/month via payroll deduction is a weak signal on its own. But a cluster of 50 individuals from the same socially responsible company, each giving a sizable gift each month, is a massive signal. It indicates a culture of giving within that specific organization: a culture you can monetize through a formal partnership.

To build a pitch that appeals to a data-first sponsor, you must capture and uncover employment data from all segments of your constituent base.

1. The Financial Donors

Your recurring donor base is a goldmine of employer data. The donor giving $10 a month might be a Junior Developer at Google or a Shift Manager at Starbucks. Individually, they don’t move the needle. Collectively, however, they represent a “foot in the door.”

If you can prove that 50 employees from Company X are monthly donors, you have proof of concept. You can go to Company X’s CSR director and say, “Your team is already investing in us. Let’s match their passion.”

How to capture employment data from this segment: The most direct method is to include an optional “Employer” field on your main donation form. Alternatively, leverage a matching gift search tool on your confirmation page or follow-up communications.

2. The Volunteers

In the world of corporate philanthropy, volunteer hours are often as valuable as cash. Corporations are desperate for “volunteer stories” and high participation rates to showcase their community involvement.

If your volunteer management system is separate from your donor CRM, you are losing leverage. You need to know if the group that painted your facility last Saturday works for the local energy utility. If they do, that is a warm lead for a corporate sponsorship of your next campaign.

How to capture employment data from this segment: Integrate data capture into your liability waivers and volunteer registration forms. For group sign-ups, make the “Organization/Company” field mandatory for the team leader.

3. The “On the Fence” Supporters

“On the fence” supporters are those who have opted in to hear from your nonprofit but have not yet committed financial resources or volunteer time. They are your newsletter subscribers, petition signers, social media followers, webinar attendees, and the people who downloaded your “Annual Impact Report” but never donated.

While they haven’t given you money, they have given you something equally valuable: permission to communicate. From a corporate sponsorship perspective, this group is vital because it demonstrates Share of Mind. When you are pitching a “Data-First” sponsor, showing that you have a captured audience of their employees (even if they are non-donors) is a powerful leverage point.

How to Capture Employer Data from Non-Donors: Since these supporters haven’t filled out a standard donation form, you have to be smarter about data capture to uncover these leads:

  • Email Domain Analysis: Perform a query for corporate domains. How many end in @bankofamerica.com or the domain of another major employer? These subscribers have self-identified simply by using their work email to engage.
  • The “Annual Survey” Strategy: Send an engagement survey to your “non-donor” segment. Include a question like, “Does your employer offer workplace giving?” or simply “What company do you work for?” This allows you to start segmenting records based on professional affiliation without asking for funds.
  • Lead Magnet Optimization: If you offer online resources, add a “Company” field to the download form. Capturing employment data at this stage turns a casual reader into a corporate prospect.

By systematically mining these distinct channels, you move beyond anecdotal evidence and start building a quantitative case for support. The goal is to identify data density. A single donor at a large firm is a coincidence; a combination of 15 donors, 10 volunteers, and 50 newsletter subscribers is a verified pattern of interest.

The Technical Pivot: Data Appends, Enrichment, and Hygiene

Recognizing the need for data is step one. Capturing it is step two. If your CRM is currently full of blank fields under “Employer,” however, you cannot make a data-driven pitch.

Waiting for donors to self-report this information is inefficient and yields incomplete data. To prepare for the 2026 landscape, you need to invest in data enrichment (often called employer appends).

How Employer Appends Work

Employer appending is the process of taking your existing donor data (Name, Address, Email, Phone) and running it against a massive third-party database of consumer and employment information. The service matches your records and returns the “Employer” or “Job Title” field.

The Strategy for Implementation:

  1. The Audit: Export your list of active donors and volunteers from the last 24 months. Do not limit this to major donors. Include everyone.
  2. The Batch Append: Run this file through a data enrichment service. You will likely see match rates between 30% and 60%, though it will vary by provider.
  3. The Clustering Analysis: Once the data is back in your system, do not look at it row-by-row. Use pivot tables or CRM reporting tools to group by “Employer.”
    • Who are your top 5 employers by volume of donors?
    • Who are your top 5 employers by total dollars given?
    • Who are your top 5 employers by volunteer hours logged?
  4. The “Hidden Gem” Identification: You will likely find a company you didn’t expect. Perhaps a local logistics firm has 15 employees who donate to you, yet you’ve never spoken with their leadership. That is your target.

The Role of Matching Gift Automation

This is also where technology like matching gift software becomes a dual-purpose tool. Platforms that automate matching gifts usually require the donor to type in their employer’s name to check eligibility.

This is a data capture event. Even if the donor doesn’t complete the matching gift process, the simple act of typing “Home Depot” into the search bar tells you where they work. Ensure your systems capture this search query and incorporate it into the individual’s profile.

Structuring the “Data-First” Sponsorship Pitch

Once you have mined your database, enriched your records, and identified your clusters, it is time to build the pitch.

Keep in mind that the 2026 pitch is not about “charity.” It is about reciprocal value.

For this reason, a data-first pitch should follow a specific narrative arc:

  1. The Validation: “We aren’t strangers.”
  2. The Data: “Here is the proof.”
  3. The Solution: “Here is how we help you.”
  4. The Ask: “Let’s scale this.”

Drafting the Communication:

Subject: Strategic Partnership / Data regarding [Company Name] Employee Engagement

Dear [CSR Director],

I’m reaching out because our data indicates a significant and organic alignment between [Company] and [Nonprofit].

In reviewing our supporter base for the last fiscal year, we identified that 75 of your employees are active supporters of our mission. Collectively, your team has:

  • Donated $15,000 to our local initiatives.
  • Logged 120 volunteer hours.
  • Submitted 15 matching gift requests.

Clearly, our mission resonates deeply with your workforce.

We would love to discuss a formal partnership to recognize this existing support. Specifically, we can help you formalize volunteer days to help meet your engagement targets and provide impact data for your annual ESG reporting.

Do you have 15 minutes next week to review the impact your team is already making?

Why this works:

  • It’s personalized: It cites specific numbers.
  • It’s low risk: The employees already like you; the CSR director doesn’t have to “sell” the idea to their staff.
  • It offers value: It promises data for their reports (ESG/Engagement targets).

Beyond the Check: The Reciprocal Partnership Alliance

The goal for the year is a “Reciprocal Partnership Alliance.” This means the relationship must go both ways.

When you use employer data to secure a sponsor, you must continue to use data to keep them. This requires setting up a continuous feedback loop:

  • Provide Quarterly Impact Reports: Don’t just automate a thank you letter. Send a data export. Show the sponsor exactly how many hours their employees volunteered and what that labor achieved (e.g., “Your team packed 500 meals, helping reduce community hunger and providing essential resources to families in need.”).
  • Supply “White Label” ESG Content: Corporations are hungry for authentic content to share on social media and in sustainability reports. Be their content supply chain. When employees volunteer, send high-res images to the company’s marketing team with a helpful note.
  • Offer a “Lunch & Learn” Educational Series: Deepen the relationship by bringing your mission to their office (virtual or in person). Offer to host a 30-minute webinar for their staff on the specific issue your nonprofit tackles (such as water quality, literacy rates, or affordable housing).
  • Conduct “Matching Gift” Audits: Many employees forget to submit matching gift requests after donating. Be the proactive partner that helps the company hit its own utilization goals. Once a quarter, send a list of “Unclaimed Matches” to your corporate contact and ask for their help in reminding staff to finalize the match.
  • Create “Executive Spotlight” Opportunities: Brand reputation is a powerful motivator. Give the company’s leadership a platform to demonstrate their commitment. For example, invite their CEO or CSR lead to sit on a panel at your next event or interview them for your own blog.

By embedding yourself into their operations, you move from being a line item in their charitable budget to being an indispensable partner in their corporate culture.

Final Thoughts: Your Roadmap to Data-First Sponsorships

The days of relying on cold calls are over. The sheer noise in the digital space makes it nearly impossible to break through to a corporate decision-maker without a warm introduction.

The good news? Your data is that introduction.

If you’re managing a comprehensive donor database, you are sitting on a goldmine of leverage. But that leverage is only real if you can see it. By shifting your focus from “finding new sponsors” to “uncovering existing partners,” you position your nonprofit not as a charity asking for a handout, but as a strategic ally helping a corporation achieve its own goals.

Next Step: Open your donation page and your volunteer registration today. Is “Employer” a prominently placed form field? If it’s not, you are certainly bleeding data. Test the addition of an optional “Company” field to start building your corporate sponsorship pipeline immediately.

Looking to fill in any existing data gaps? Double the Donation can help! Learn more about employer appends, and how your team can get started, right here.

Employer Data Fields to Complete Your Fundraising Intelligence

4 Employer Data Fields to Complete Your Fundraising Intelligence

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In the high-stakes world of nonprofit development, “data” is often spoken of as a singular, monolithic asset. We talk about “cleaning the data,” “collecting the data,” and “leveraging the data.” However, the most successful gift officers know that data is not a monolith; it’s a mosaic. To see the full picture of a donor’s potential, you must assemble various pieces of information until a clear, actionable image of their giving capacity emerges.

This process is known as fundraising intelligence. At its core, fundraising intelligence is the practice of combining internal donor records with external professional and wealth indicators to build a three-dimensional profile of a supporter. While many organizations are content with knowing a donor’s name, address, and past giving history, these metrics only tell you what a donor has done. They don’t tell you what the donor could do.

To unlock that future potential, you must look toward the professional sector. However, the standard practice of simply asking for an “Employer Name” is no longer enough. To truly complete your fundraising intelligence puzzle, you must capture specific, nuanced fields. These include an individual’s:

In this comprehensive guide, we will break down why these four specific data points are the quadruple threat of modern fundraising and how you can use them to turn a standard $100 donation into a five-figure partnership. Let’s begin!

The Evolution of Fundraising Intelligence: From Wealth to Workplace

For decades, the gold standard of fundraising intelligence was wealth screening. Nonprofits would pay thousands of dollars to discover if a donor owned a boat, a second home, or a significant amount of stock in a public company. While these “wealth triggers” are still valuable for identifying major gift prospects, they have a high barrier to entry. Cultivating a donor based on their real estate holdings can take years of delicate stewardship.

As recently explored by Double the Donation, the focus of intelligence has shifted toward the workplace. Why? Because workplace giving is “fast” revenue. Unlike a bequest or a capital campaign gift, corporate matching gifts and volunteer grants are often available to donors right now with the single click of a button.

The “intelligence” required for workplace giving isn’t about how much money the donor has in the bank; it’s about how much money their employer has set aside for social impact. But to access those funds, you need more than just a company name. You need the granular details that determine eligibility, ratios, and internal influence.

The 4 Pillars of Employer Data in Fundraising Intelligence

To build a truly intelligent fundraising machine, your organization must move beyond basic data entry and begin capturing these four critical dimensions of a donor’s professional life. Each pillar serves a specific strategic purpose, moving the donor from a simple “supporter” to a “corporate catalyst.

Pillar 1: The Company Name (The Foundation)

The first piece of the puzzle is the employer’s identity. On the surface, this seems simple. However, the “Employer” field is often the messiest column in a nonprofit’s CRM.

Consider a donor who works for Google. In your database, they might appear as:

  • Google
  • Google, Inc.
  • Alphabet
  • Google – Mountain View Office
  • Google Cloud Service

If your system doesn’t “normalize” these entries into a single parent company, your fundraising intelligence is fractured. You might send five different emails with five different sets of instructions, or worse, your automated matching gift software might fail to recognize the donor’s eligibility entirely.

The Strategic Value of Parent-Subsidiary Relationships

Advanced fundraising intelligence requires a solid understanding of corporate hierarchies. Many large conglomerates have different matching gift policies for different subsidiaries. For example, a donor working for a subsidiary of a major media company might have a different match limit than a donor working at the corporate headquarters.

By capturing a Normalized Company Name, you can ensure that your intelligence engine can pull the correct “policy file” for that specific donor. This allows you to provide the individual with the exact link to their internal HR portal, rather than a generic “search for your company” landing page.

Pillar 2: Employment Status (The Eligibility Filter)

If the company name is the “Who,” the employment status is the “If.” One of the biggest leaks in the nonprofit revenue bucket is the “Ineligible Match Request.” Nonprofits spend countless hours chasing matching gifts only to find out that the donor was a contractor or a part-time employee not covered by the company’s policy.

To fix this, your fundraising intelligence should incorporate a field for Employment Status. This can include:

1. Full-Time Employees

Full-time employees are the standard participants in CSR programs. They typically have access to the full suite of benefits: 1:1 or 2:1 matching, Volunteer Time Off (VTO), Payroll Deduction, and more.

2. Part-Time Employees

In an effort to be more inclusive and improve their “Employee Value Propositions” (or EVPs), many modern companies (especially those in the tech and retail sectors) have extended their matching gift benefits to encompass part-time staff. If you don’t track this status, you might assume a part-time donor is ineligible, missing out on a match opportunity for a very loyal segment of your base.

3. Retirees

This is the “Hidden MVP” of fundraising intelligence. Many major corporations (including giants like Verizon, Eli Lilly & Company, and Intel) continue to match the charitable gifts of their retirees.

Retirees are often your most dedicated donors. They have a high affinity for your cause and more time to engage with your newsletters. When you combine “Retired Status” with “Former Employer Data,” you can trigger a specific stewardship track: “Thank you for your lifelong support! Did you know that your former employer, ExxonMobil, still matches your gifts?” This is high-level intelligence that drives immediate ROI.

4. Board Members and Executives

Many companies offer “Super-Matches” for their board members or top-tier executives. While a regular employee might receive a 1:1 match of up to $5,000, a board member might receive a 2:1 match of up to $20,000. If your database doesn’t distinguish between a general employee and a board member, you are leaving thousands of dollars on the table.

Pillar 3: Job Title (The Capacity Indicator)

A donor’s Job Title is one of the most underutilized fields in fundraising. It is the bridge between “Workplace Giving” and “Corporate Partnerships.” While the company name tells you which matching gift bucket to tap into, the job title tells you how deep that bucket goes.

Individual Contributors

Before examining the boardroom, it is essential to analyze the potential of the “Individual Contributor” (or IC). These are your regular, non-managerial employees, such as software engineers, analysts, nurses, teachers, or sales associates. While they may not hold a “Director” or “VP” title, they are often the backbone of most workplace giving programs.

Here’s why:

  • Peer-to-Peer Influence: ICs are often part of tight-knit teams. In modern office cultures (and Slack/Teams environments), an individual contributor who is passionate about your cause can spark a “viral” giving trend within their department. When you identify these donors, you aren’t just looking at one gift; you are looking at a potential gateway to their entire peer group.
  • High-Volume Matching: Because ICs make up the largest percentage of the workforce, they represent the highest volume of matching gift potential. A single $50 gift from an IC might seem small, but when 100 ICs at the same firm give $50, the resulting $5,000 in matching funds is a significant boost to your bottom line.
  • ERG Participation: Many individual contributors are active in Employee Resource Groups (ERGs) such as “Women in Tech” or “Young Professionals.” These groups often have their own small budgets or “featured charity” slots for the year. By identifying an IC’s title and department, you can ask: “Would your team’s Employee Resource Group be interested in a lunch-and-learn about our mission?”

Mid-Level Management

Donors with titles like “Manager,” “Team Lead,” or “Project Director” are your best bet for Volunteer Grants. These individuals have the social capital to organize a group of 10–15 coworkers for a day of service at your facility.

In many corporate structures, if a group of employees volunteers together, the company will issue a “Team Grant” of $1,000 to $5,000. Without the “Job Title” field, you wouldn’t know which donors have the authority to mobilize their peers.

“Decision Makers” (VP and C-Suite)

When your fundraising intelligence flags a donor with the title “Vice President,” “Chief Marketing Officer,” or “Managing Partner,” your strategy must shift. You are no longer just looking for a $100 match; you are looking for a Corporate Partnership, which may include:

  • Sponsorships: A Marketing Director has a budget for brand awareness.
  • Grants: A CSR Manager or HR Director oversees the corporate foundation.
  • Challenge Matches: A CEO can authorize a company-wide “Challenge Grant” in which the company agrees to match all gifts during a specific time period (e.g., Giving Tuesday).

By tracking job titles, you can segment your donors by their “Influence Level,” ensuring that your major gift officers are spending their time talking to the people who can actually sign the big checks.

Pillar 4: Real-Time Eligibility and Next Steps (The “How-To”)

The final, and perhaps most vital, piece of the fundraising intelligence puzzle is the actionable data link. Having a donor’s company name, job title, and employment status is like having the ingredients for a meal; without a recipe and a stove, you still aren’t eating. In fundraising terms, the “recipe” is the corporation’s specific eligibility guidelines, and the “stove” is the direct link to the matching gift submission form.

To complete your intelligence profile, your database must house (or be integrated with) a living repository of corporate giving rules. This is where many nonprofits stumble, relying on donors to figure it out on their own. True fundraising intelligence means you provide the instructions to them.

1. Checking Against Eligibility Guidelines

Every corporation has a unique set of “rules of engagement” for its philanthropy. Your intelligence system should be able to cross-reference a donor’s profile against these specific variables:

  • Minimum and Maximum Amounts: Some companies won’t match anything under $25, while others have a $50 minimum. Conversely, knowing the “cap” (e.g., $5,000 per year) prevents you from expecting a donor to submit a match for a gift that exceeds their limit.
  • Nonprofit Eligibility: Not every company matches every cause. Some exclude houses of worship, while others focus strictly on K-12 education or environmental groups. Your intelligence should flag whether your specific cause aligns with the employer’s giving mission.
  • Submission Deadlines: This is a critical data point for year-end giving. Some companies require match requests to be submitted within 90 days of the gift, while others give donors until January 30th of the following year. Tracking these deadlines allows you to send “Last Chance” reminders to eligible donors.

2. Providing the Path of Least Resistance

Once eligibility is confirmed, the goal is to reduce “click friction.” The “Next Step” should never be “Contact your HR department.” In the digital age, that is a dead end. Instead, your fundraising intelligence should trigger a personalized “Action Kit” for the donor that includes:

  • The Direct Submission Link: A URL that takes the donor directly to their company’s single-sign-on (SSO) portal for giving.
  • The Paper Form (If Applicable): For older donors or companies that haven’t fully digitized, providing a downloadable PDF of the match form is a high-touch service that ensures the gift isn’t forgotten.
  • The Internal Contact: If the company uses a specific third-party platform (like Benevity, CyberGrants, or YourCause), your instructions should explicitly name that platform so the donor recognizes the interface.

3. Closing the Loop with Automated Stewardship

The ultimate expression of this pillar is automated follow-up. When a donor completes a gift, your system should instantly analyze their employer data and send a triggered email. Here’s an example:

“Hi Sarah, thank you for your $100 gift! We noticed you work at The Home Depot. Did you know they match gifts for full-time employees like you? You can [Click Here] to log into the Home Depot Giving Portal and double your impact in less than two minutes. All you’ll need is our Tax ID: 12-3456789.”

By providing all relevant information and the direct link in one go, you remove every possible excuse for non-completion. This level of intelligence transforms your nonprofit from a passive solicitor into a strategic partner in the donor’s own corporate social responsibility journey.

Strategy: How to Capture This Data Without Scaring Donors

A common fear among fundraisers is that asking for too much information will “kill” the donation conversion rate. This is a valid concern, but it can be mitigated with smart design and “Value-First” messaging. Here’s what we recommend:

The “Double the Donation” Giving Form Widget

Instead of a blank text box, use an autocomplete search tool like Double the Donation. As the donor types their company, the tool confirms that the matching gift program exists. This provides instant gratification. The donor sees that their $50 is actually worth $100, which makes them more likely to complete the form.

The Post-Donation “Intelligence Survey”

If you want to keep your donation form extremely lean, move the detailed questions to the “Thank You” page. “Thank you for your gift! To help us qualify for corporate grants, could you tell us a little about your job?”

At this stage, the donor is already “in the tent.” They are highly engaged and far more likely to provide additional details to help the cause they just supported.

The “Silent” Solution: Third-Party Employer Appends

For donors who may bypass the search widget and skip the post-donation survey, you can still capture this data without asking them for anything. This is achieved through Employer Appends, a data enrichment process that acts as your safety net.

By submitting your donor file (specifically names, emails, and mailing addresses) to a third-party data vendor, you can retrospectively identify where your donors work based on public records and employment databases. Because this happens entirely on the back end, it has absolutely no impact on the donation experience or conversion rate.

Leveraging the Data: Turning Intelligence into Revenue

Capturing the data is only half the battle. The final piece of the puzzle is activation. Once you have the Company, Status, Title, and Workplace Giving Eligibility, you can deploy a multi-channel strategy that drives qualifying supporters to take action.

Targeted Email Automation

Instead of a generic monthly newsletter, you can send tailored messages that align with the information you have about a particular donor. This may include:

  • The Retiree Track: Focus on legacy and matching gifts.
  • The Executive Track: Focus on community impact and corporate branding opportunities.
  • The Tech Track: If you have a cluster of donors from Google, Apple, and Facebook, send an email tailored to the “Tech for Good” culture.

Direct Outreach for Corporate Grants

If your intelligence shows you have 50 employees from a local bank, your Development Director shouldn’t just send 50 match reminders. They should call the bank’s Community Relations office and say: “We have 50 of your employees currently supporting us. We’d love to discuss how we can formalize this partnership through a community grant or a sponsored event.”

This is the “warmest” possible lead for a corporate solicitor. You aren’t cold-calling; you are calling on behalf of their own staff.

Conclusion: The Complete Fundraising Intelligence Picture

Fundraising intelligence is the difference between a nonprofit that struggles to meet its budget and one that scales with ease. By focusing on the Employer Data Puzzle, you unlock a stream of revenue that is already sitting in your database, waiting to be claimed.

Stop treating “Employer” as a single text field. Start treating it as a gateway to:

  1. Matching Gifts (via Company Name)
  2. Accurate Eligibility (via Employment Status)
  3. Strategic Partnerships (via Job Title)
  4. Actionable Next Steps (via Eligibility Information)
  5. And More

When you have these key pieces of information at your fingertips, the puzzle is complete, and the path to sustainable growth is clear.

Ready to kickstart your fundraising intelligence strategy? Power your efforts with workplace giving insights from Double the Donation!

Boost Segmentation, Giving Through Smart Prospect Research

Boost Segmentation, Giving Through Smart Prospect Research

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Unlocking major fundraising growth often starts with a deeper understanding of your donors. Nonprofits today operate in a landscape where donor dollars are competitive, and supporters expect personalized engagement. Leveraging robust donor segmentation can transform generic fundraising into strategies that resonate with each individual, thus maximizing participation and giving. The ability to analyze and segment your donor base with current data is more than a tactical advantage. It is a necessary practice to identify those most likely to give, those who can contribute more, and those whose employers may support workplace giving programs.

The strategies outlined here will guide you through actionable techniques for modern donor segmentation, helping you convert data into stronger relationships, higher revenue, and lasting support. We’ll cover:

Without a clear segmentation plan, nonprofits may overlook significant funding opportunities and miss opportunities to form deeper, more meaningful connections. By combining accurate employment data, indicators of wealth and philanthropic interests, and a culture of continual learning, your nonprofit can shift from scattershot appeals to intentional, high-impact donor relationships. Let’s begin!

The Strategic Importance of Prospect Research in Donor Segmentation

Proper prospect research forms the foundation for every successful donor segmentation strategy. Rather than using a single approach for all supporters, prospect research enables personalized communications tailored to each donor’s values. Consistently updated, accurate data is essential. Conduct regular audits of your donor database, ideally quarterly. This process includes eliminating duplicate records, confirming contact information, and recording all recent donor activities. Ensuring your records are accurate minimizes wasted resources and supports strategic decision-making.

A well-rounded segmentation process combines wealth indicators and philanthropic activity. Track details such as previous giving amounts, real estate holdings, and other nonprofit affiliations. This deeper analysis helps you organize donors into categories, including major gift prospects, new supporters, or dedicated volunteers. Each group then receives communication tailored to what motivates them, delivered at the right moments.

Align your segmentation with your overall fundraising strategy by using research to pinpoint which segments are best suited for specific campaigns, such as planned giving or challenge matches. Assign team members or trained volunteers to manage these relationships, ensuring personalized outreach for every high-potential donor.

And remember: data hygiene is vital for long-term success. Schedule biannual reviews focused solely on data correction and cleaning. Train anyone responsible for data entry to follow defined standards so your CRM remains an accurate resource. With clean, reliable records and detailed segmentation, your donor communications can become more targeted and actionable, strengthening both relationships and revenue. By investing in deliberate prospect research and segmentation, nonprofits can prioritize donor relationships over broad outreach and see stronger results.

Why Employment Data Transforms Nonprofit Donor Segmentation

Employment data provides essential insights for effective donor segmentation but is often overlooked. Understanding where your donors work does more than fill out a demographic profile; it unlocks new opportunities for individual giving, corporate involvement, and matching gifts. To gather employment information effectively, always include employer and job title fields in online giving forms and event registrations. For contacts already in your database, conduct annual outreach campaigns encouraging donors to update their employment details.

Sometimes, proactive research is needed for high-value prospects. In that case, consult public professional profiles or append employment data to your database update process.

Then segment your donor list by employment status to identify those eligible for workplace giving programs. By flagging donors who work for companies with matching gift programs or volunteer grants, you can send targeted appeals that show exactly how their contributions can be multiplied through employer support.

However, employment data goes beyond matching gifts. Identify donors with leadership roles or those working at prominent organizations. These contacts are valuable not just as financial contributors, but as connections to sponsorship opportunities and corporate partnerships. Cultivation strategies for these donors can include invitations to special events, asking them to serve as volunteer advisors, or opening discussions about sponsorships.

Here’s an example: one organization discovered that a long-term donor held an executive role at a local corporation. By engaging them in a leadership campaign, the nonprofit secured a valuable challenge match, increasing both donor participation and overall giving. Incorporating employment data makes every donor segment more actionable. When combined with other insights, such as wealth and engagement metrics, this approach yields better fundraising outcomes.

Combining Wealth, Philanthropic, and Engagement Indicators for Sophisticated Segmentation

Strong donor segmentation relies on more than just one data point. The best strategies bring together employment information with wealth indicators and engagement history. This creates a multi-dimensional view of each donor and supports more sophisticated targeting. Start by ensuring your CRM captures a wide array of supporter information. This includes all giving history with your organization, evidence of involvement with other nonprofits, if available, and records of volunteering, advocacy, or attendance at events.

Then, supplement your internal data with external information from donor surveys or public records to round out each profile. Analyze wealth and capacity by reviewing real estate ownership, business affiliations, and available financial indicators. Assign capacity scores to your donors and update them as circumstances change, such as after a promotion or a significant purchase. These scores help you prioritize outreach to those most likely to make major gifts.

Create a scoring system that combines employment data to capture capacity, engagement, and recency of involvement. Use this system to define actionable segments: major gift candidates, consistent mid-level donors, and lapsed but high-potential contacts. Each group should have a custom engagement plan, such as tailored phone calls for major donors and re-engagement campaigns for lapsed supporters.

Database enrichment can further enhance this approach. Use periodic data append services to update addresses, phone numbers, emails, and employer information. Regular database updates keep your segments accurate and ensure that important changes in donor status don’t go unnoticed. This comprehensive method makes segmentation far more effective, ensuring every communication is relevant, personalized, and designed to move donors further along their giving journey.

Aligning Donor Segmentation with Fundraising Program Success

Effective segmentation always serves larger fundraising goals. Data, technology, and processes only create impact when tailored to the organization’s unique campaigns and revenue objectives. First, identify your top donors who have the capacity for major gifts. These supporters should receive the highest level of personalized outreach, including invitations to special events, frequent stewardship touchpoints, and exclusive updates on campaign outcomes. For large-scale initiatives, such as capital or endowment campaigns, prioritize these donors early to set the pace with significant anchor gifts.

Employment-based segments provide insight into donors connected to potential corporate giving or sponsorships. By identifying those in positions to influence workplace volunteering and other philanthropy programs, send tailored partnership proposals or ask them to act as advocates for your organization within their companies.

Build retention among recurring and annual fund donors by segmenting on giving frequency and recency. Providing personalized renewal and upgrade messaging based on a donor’s previous interactions increases loyalty and encourages larger commitments over time. Identify and cultivate donors who are community influencers or have demonstrated leadership in previous campaigns. These individuals are valuable for launching peer-to-peer fundraising and acting as challenge match champions, amplifying your fundraising reach. When each segment receives targeted strategies aligned with organizational priorities, every donor feels valued. This approach transforms donor segmentation from an abstract exercise into a driver of fundraising success.

Maximizing Impact by Integrating Matching Gift and Employer Data

Integrating matching gift and employer data into donor segmentation can be a game-changer, helping nonprofits avoid leaving potential revenue untapped. Many donors are eligible for matching gifts through their employers but are unaware of them or lack follow-up, preventing these funds from being realized.

Begin by embedding a matching-gift check option into your donation process. As you collect and update employment information, flag donors whose employers provide matching gift programs. Segment these supporters accordingly and prioritize them for targeted follow-up. It is crucial to educate donors about their eligibility for matching gifts. Use thank-you messages and confirmation pages to share information about their employer’s program and provide actionable steps for submitting a match request. If a donor begins but does not finish the process, offer reminders until completion.

Then, track each segment’s match completion rates within your database. Recognize and thank donors who secure matching gifts, reinforcing the value of their increased impact. Personalized stewardship helps build long-term engagement and encourages future participation in workplace giving. Additionally, analyze your database to identify companies with a growing supporter base within your audience. This can lead to proactive outreach to pursue partnership opportunities or requests that donors act as internal champions.

Establishing a Sustainable, Data-Driven Donor Segmentation Workflow

Donor segmentation should be a recurring practice rather than a one-time project. A culture that prioritizes data-driven approaches is crucial for maintaining momentum and improving outcomes over time.

Data hygiene is the cornerstone of any successful segmentation strategy. Schedule regular efforts to deduplicate records, validate contact fields, and review the database for outdated information. Reliability in your data makes every segmentation step more effective. Strengthen your database by enriching profiles at least twice yearly. Appending missing details, such as addresses, phone numbers, and employment history, ensures your records are comprehensive and actionable.

Before launching significant campaigns, take extra care to verify key information for high-potential donors. Define clear criteria for your segmentation process, such as capacity, giving frequency, involvement, job title, or other relevant factors. Consistency in tagging or listing donors in your CRM makes it easier to generate lists for any campaign. After segmenting, launch targeted campaigns and carefully track the results. Experiment with different messages using A/B testing, and monitor which approaches generate the best outcomes. As patterns emerge, refine your segmentation models for continuous improvement.

Cross-departmental teamwork also supports a culture of segmentation excellence. Ensure all team members understand how segments work and how to integrate them into their daily activities. Hold review sessions each quarter to realign on the segmentation strategy and incorporate new learnings. When donor segmentation becomes a standardized part of your workflow, your nonprofit positions itself for ongoing, scalable fundraising success.

Selecting Tools and Platforms to Enhance Prospect Research

The right technology infrastructure is essential to maximize the value of donor segmentation and prospect research. Choosing suitable systems can streamline processes, uncover new opportunities, and free up staff to focus on relationship building.

Wealth screening and data enrichment solutions are key for quickly identifying major gift prospects and updating supporter profiles. Regularly performing screenings enables you to keep information current and prioritize those most able to advance your organization’s mission. Incorporate platforms that can help identify eligibility for workplace giving programs and manage the process of obtaining employer-matched donations.

Automating these workflows helps secure more matching gifts with less manual effort. Set up alerts and dashboards in your database to monitor donor behavior, including significant life events, career changes, and milestones. Customizable dashboards allow you to track engagement by segment and measure the success of different campaigns in real time. Ongoing training and user adoption are crucial for technology success. Schedule regular reviews to ensure staff are comfortable with new tools and updated features.

A workplace culture that encourages continuous improvement will help your organization adapt to new challenges and opportunities as they arise. With the proper platforms in place, your team can execute more accurate and impactful donor segmentation, maximizing fundraising productivity and donor satisfaction.

Evolving Your Segmentation Strategy Through Learning and Optimization

Donor segmentation should evolve to respond to new information, feedback, and changing best practices. Continuous learning ensures your nonprofit’s approach stays relevant and effective. Professional development is a foundation for success. Encourage all team members to stay current with trends in prospect research and donor engagement. Participation in training sessions and professional associations will expose your staff to emerging best practices and help them stay ahead of sector changes.

Benchmarking your segmentation outcomes against sector standards can reveal areas for innovation. Regularly measure your results, experiment with new segmentation criteria, and introduce updated data sources to see how they affect engagement and giving. Listening to your supporters is equally important. Gather feedback from different segments to understand their interests, motivations, and preferences. Use surveys and open communication to determine what types of engagement your donors value most, then refine your segments in response to this input.

Finally, data ethics and compliance must be a priority. Train staff on privacy best practices and ensure clear opt-in procedures for donor communications. Protecting your supporters’ data creates trust and safeguards your organization’s reputation. By maintaining a commitment to learning and optimization, your donor segmentation strategies will continue to grow stronger and deliver results tailored to your organization and its supporters.

Conclusion

Smart donor segmentation is essential for nonprofits seeking to build stronger relationships, unlock new funding, and achieve lasting results. With accurate and continually updated data, thoughtful use of employment and wealth indicators, personalized communication, and a commitment to ongoing improvement, your organization can turn segmentation into a powerful driver of fundraising success.

Take actionable steps to maintain data hygiene, deepen donor profiles, align segments with fundraising goals, and foster learning throughout your team. As your segmentation strategies grow more sophisticated, you’ll find new opportunities to connect with supporters, encourage larger gifts, and increase overall impact. For ongoing success, make donor segmentation an integral, continually evolving part of your organization’s development strategy, and let it guide your most important fundraising efforts.

Learn how Double the Donation’s workplace giving insights tools can help power your organization’s prospect research strategy! Get a demo today to see the platform in action.

Donor Stewardship Maximizing Employer Data, Challenge Grants

Donor Stewardship: Maximizing Employer Data, Challenge Grants

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Nearly 60% of first-time nonprofit donors never make a second gift. As fundraising evolves and donor acquisition costs rise, donor retention is one of the biggest obstacles nonprofits face. However, organizations that make donor stewardship a core strategy, informed by data and dedicated to building genuine engagement, achieve stronger relationships and sustainable impact.

In this guide, we’ll show you how:

Moving beyond basic thank-yous, using employer data, and leveraging challenge grants can deepen donor loyalty and maximize every contribution. Keep reading to discover some of our other leading stewardship strategies!

1. Addressing Donor Retention Challenges

Donor retention is at the heart of organizational health. Many organizations focus so much on acquiring new donors that they neglect those already supporting their mission. With retention rates for nonprofits hovering around 40%, an ongoing cycle of donor loss and acquisition drains resources and complicates planning.

Tracking one-year and multi-year donor retention rates helps to identify where donors disengage. Retention goals, such as increasing repeat donors from 40% to 50% within a year, clarify priorities and engage staff and board members. Assigning clear stewardship responsibilities supports these objectives.

Adjusting your budget to direct more resources to stewardship, rather than solely to new donor campaigns or one-time events, enables stronger relationships and consistent growth. Regular surveys, impact updates, and personalized acknowledgments, such as handwritten notes or board member calls for significant gifts, help nurture donor connections.

A focused retention effort helps organizations break the costly cycle of always seeking new donors and instead build a steady, loyal supporter base.

2. Evolving from Passive Gratitude to Active Engagement

Routine thank-you notes can only go so far. Today’s donors want to know that their contributions matter and are making a difference.

Personalized stewardship shows donors that your organization sees and values them as partners, not just as sources of funding. This includes segmenting your base so that communications reflect giving history and engagement level. Donors who make large contributions can receive immediate personalized outreach, such as a phone call or handwritten note, while other supporters may receive thoughtful emails tailored to their relationship with your organization.

Celebrating donor milestones and important dates, such as giving anniversaries or birthdays, adds a meaningful touch. Recognizing volunteers, advocates, and event attendees fosters a sense of community. By analyzing donor data, organizations can invite active participants to deepen their involvement, whether through volunteer leadership or peer-to-peer campaigns.

Ongoing recognition, whether through mentions in newsletters, on social media, or at public events, reinforces the relationship and inspires continued support. Active engagement transforms donors from one-time contributors into passionate champions.

3. Harnessing Employer Data for Workplace Giving

Employer data is a powerful but often overlooked element of donor stewardship. Workplace giving programs represent billions in untapped resources, as many organizations do not request or use employment information to their advantage.

By including an employer field on donation and event registration forms and periodically requesting employment updates, organizations can maintain up-to-date records. Data append services (specifically those that focus on employer appends) can fill in the gaps when necessary.

With this data on hand, nonprofits can remind supporters about workplace giving and matching gift opportunities. Segmentation ensures that those eligible for matching gifts receive timely, clear communications about next steps. Following up with personalized messages that explain the matching process can meaningfully increase gift impact.

Recognizing both the donor and their employer, when appropriate, through tailored thank-yous, newsletters, or event spotlights, helps build strong relationships. Inviting groups from the same employer to participate in volunteer opportunities can further integrate workplace engagement with your mission.

Employer data not only boosts giving potential, but it also deepens bonds between donors and your cause, setting the stage for broader collaboration.

4. Challenge Grants as Tools for Recognition and Inspiration

Challenge grants are often used to drive fundraising results, but their power as stewardship tools is often underestimated. Major donors who provide challenge grants can be positioned as campaign leaders and catalysts who inspire broader participation.

Engaging challenge donors in campaign messaging and promotion reinforces their leadership and allows them to share personal motivation for supporting your cause. Recognizing these donors as ambassadors across communication channels and inviting them to post-campaign events enhances their sense of partnership.

Reporting both the financial results and the community impact made possible through challenge grants ensures that all participants, from the lead donor to every contributor, see the outcome of collective effort. Targeted challenge campaigns can re-engage lapsed or inactive supporters by emphasizing how every gift helps unlock additional resources.

Challenge grants encourage donors to see themselves as contributing to something larger than themselves, strengthening both engagement and loyalty.

5. Using Segmentation to Tailor Engagement

Donors are a varied group, each with different motivations and levels of involvement. Sending identical messages to everyone results in missed opportunities and can make donors feel undervalued.

Segmenting your base allows you to match stewardship efforts with each individual’s current level of engagement. For example, new donors might receive welcome kits and invitations to introductory webinars, while recurring donors get exclusive updates or invitations to in-person gatherings. Major donors might be offered one-on-one meetings or custom impact reports, while lapsed supporters could receive personalized re-engagement messages.

Regularly reviewing donor behavior makes it possible to identify individuals ready to deepen their involvement, such as moving from recurring donor status to major gift consideration. Acknowledging progress and milestones at every stage encourages ongoing upward movement within your donor pyramid.

Targeted, relevant stewardship boosts retention, gift sizes, and donor satisfaction, reinforcing the journey from first-time support to long-term partnership.

6. Planning Stewardship Timing for Lasting Relationships

Timing can turn a simple message into a memorable experience. A stewardship timeline ensures that donors receive timely, thoughtful contact throughout their relationship with your organization.

Mapping out key touchpoints, such as immediate follow-up after a donation, milestone celebrations, or recognition after events, ensures that stewardship is consistent and intentional. Real-time data, including updates from career changes or personal milestones, provides opportunities for personalized outreach, such as sending congratulations along with information about workplace giving options.

Automation makes it easier to deliver prompt, routine communications, but layering personal touches for longer-term or higher-level donors fosters genuine connections. Regularly collecting feedback about the quality and timing of communications allows organizations to refine their approach and improve donor satisfaction.

A well-executed stewardship calendar keeps supporters engaged and appreciated, ensuring no one feels overlooked.

7. Formalizing and Improving Your Donor Stewardship Plan

Effective stewardship relies on more than occasional good intentions. A formal plan helps ensure best practices are followed, even through staff transitions or growth.

Setting measurable goals goes beyond fundraising totals to include retention rates, donor upgrades, and feedback participation. Using clear, actionable objectives helps keep the team focused. Integrating segmentation and automation keeps stewardship efforts tailored and consistent.

Offering diverse ways for donors to engage, such as surveys, advocacy campaigns, educational opportunities, or volunteer experiences, strengthens relationships. Consistently gathering and acting on donor feedback ensures your approach remains relevant and effective.

A documented, evolving stewardship plan enables nonprofits to keep pace with changes and continuously improve the donor experience. It creates a culture of ongoing appreciation, adaptability, and trust.

Conclusion

Building a strong donor stewardship strategy is more than sending thank-you notes or running annual appeals. Prioritizing retention, delivering meaningful engagement, segmenting communications, and integrating employer data and challenge grants leads to deeper, long-lasting relationships with your supporters.

Track your retention metrics, engage proactively, collect and use employer information to double donation impact, and use challenge grants to recognize and inspire. Segment your base and create a stewardship timeline that ensures no one is forgotten, and commit to a documented, adaptable approach that grows with your community.

With intentional stewardship, your organization can nurture a dedicated donor base that powers your mission for the long term. Learn more from Double the Donation here!

Explore the fundamentals about donor cultivation in this comprehensive guide.

Donor Cultivation 101: How to Build Lasting Relationships

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As of 2024, the number of new donors nonprofits acquired—in other words, donors who gave for the first time—fell by 11.5% compared to the previous year. Even the number of major and supersize donors, who tend to be the most loyal, declined by 4.7% and 2.3%, respectively.

Combined with general declines in fundraising revenue, these figures highlight the importance of fostering relationships with donors to keep them invested in your mission. Donor cultivation, supported by data-backed insights and decision-making, is the best way to form and deepen these meaningful connections. 

In this guide, we’ll explore the core concepts you need to get started:

The goal of donor cultivation is to connect with your supporters, understand the reasons behind their generosity, and make them feel like invaluable agents of change. But the first step toward these benefits is understanding the basics—let’s begin!

Unlock the insights you need to cultivate lasting relationships with new supporters. Get a quote!

Donor Cultivation Basics

What is donor cultivation?

Donor cultivation is the process of establishing and strengthening relationships with prospective donors before asking for a contribution. Key aspects of donor cultivation include identifying potential donors, learning about their interests and motivations, and inspiring them to give by appealing to those motivations.

Donor cultivation is a cyclical process fueled by insightful data your nonprofit collects, such as donors’ wealth capacities, giving histories, and contact information. The ultimate goal of donor cultivation is to create a sustainable base of loyal donors who support your organization’s overall mission and goals.

What is the difference between donor cultivation and stewardship?

While cultivation and stewardship aren’t the same thing, they are connected. Both practices are phases in the donor cultivation cycle and play a crucial role in your fundraising and donor retention efforts.

Here’s a quick summary of the difference between the two terms:

A summary of the difference between donor cultivation and donor stewardship, as well as the key activities associated with each one (detailed in the text below).

  • Donor cultivation: Cultivation prioritizes forming meaningful relationships with prospective donors before soliciting a gift. The goals are to build rapport with prospects, encourage them to donate, and establish a strong foundation for a long-term relationship.
  • Key activities: Identifying and researching prospective donors, establishing and nurturing relationships with prospects, crafting personalized communications to engage prospects, educating potential donors about your mission, and capping off these efforts with a tailored solicitation.
  • Donor stewardship: Stewardship comes after the prospect donates, focusing on thanking donors for their generosity and keeping them engaged in your mission. The goal is to ensure donors feel valued and understand their impact so they feel motivated to continue giving.
  • Key activities: Acknowledging and thanking donors for contributions, recognizing donors via special events or donor walls, reporting the impact of donors’ contributions, providing personalized engagement recommendations, soliciting feedback, and maintaining the relationship between gifts.

When your nonprofit does its homework during the cultivation phase, you’ll set yourself up for success in the stewardship phase. Rely on your data to consider donors’ interests, preferences, giving histories, and key milestones as you nurture relationships going forward.

What are the benefits of cultivating donors?

Every organization’s reason for cultivating donors remains the same: they want to establish and deepen relationships with those who believe in their cause. As you pursue this goal, you’ll likely find that effective donor cultivation can also bring about benefits like:

  • Engaging donors: The cultivation process helps create engagement opportunities that encourage donors to interact with your organization and learn more about your mission, programs, and impact.
  • Building trust: A 2024 study found that trust in nonprofits increased by 5 points to 57%. Nevertheless, there is still plenty of room for improvement via steps like committing to third-party ethics standards and fostering transparent relationships. Donor cultivation efforts demonstrate your commitment to transparency, accountability, and responsible stewardship of donations.
  • Retaining more supporters: Effective cultivation means you can retain more donors and inspire them to stay engaged in your activities. Set up communication cadences and spark meaningful relationships at the cultivation stage of the cycle, following up with regular communications, personalized recommendations, and recognition during the stewardship phase.
  • Boosting donor lifetime value: As fundraisers, we all know that donor attrition can be costly. Use donor cultivation to make an excellent first impression and secure that coveted first donation. Then, follow the donor cultivation cycle to inspire donors to give again and donate larger gifts over time, increasing their lifetime value.

As you can see, donor cultivation and stewardship are closely intertwined. You’ll need to practice both to take advantage of each of these benefits. Think of it like a relay race—eventually, you’ll need to pass the baton from initial relationship cultivation to long-term stewardship. 

The Donor Cultivation Cycle: 5 Key Phases

The process of seeking donations and building relationships with donors must be cyclical. Otherwise, you’d have to recruit new supporters for each gift, which would quickly become too expensive and time-consuming to manage. This repetitive process is known as the donor cultivation cycle or fundraising cycle.

The donor cultivation cycle is made up of the following phases:

The donor cultivation cycle, detailed below.

1. Identification: This stage requires finding people with the capacity and interest to support your cause. Consider everyone in your network who might support your mission, including current small or mid-level donors, recurring donors, volunteers, etc. Consult board members’ and donors’ networks to tap into new audiences.

💡Pro Tip: Follow data hygiene best practices to ensure your file is up-to-date and accurate, and leverage predictive modeling tools to predict which prospects are most likely to convert or upgrade.

2. Qualification: Next, you’ll qualify prospects by assessing their giving capacity, philanthropic interests, and likelihood of supporting the organization. These findings will help you prioritize prospective donors so you can devote more resources to those most likely to contribute a significant gift.

💡Pro Tip: Score donors based on key factors like giving history, wealth, personal connection to your cause, and community connections, with high scores indicating an ideal prospect.

3. Cultivation: Based on your research, begin forming a relationship with the prospect, educating them about your nonprofit’s mission, programs, and impact. This step typically involves activities like sending personalized communications that appeal to their interests, inviting them to join events, and promoting other ways to get involved (like volunteering).

💡Pro Tip: Segment donors based on shared characteristics, developing tailored communications for each segment. Be sure to evaluate and tweak segments as your audience of prospects and supporters evolves.

4. Solicitation: Once you’ve cultivated a relationship with the prospective donor, it’s time to make your fundraising ask. Depending on their potential giving level and communication preferences, you might meet with the prospect face-to-face, send a fundraising letter or email, or make an online appeal.

💡Pro Tip: Infuse your ask with details that appeal to the donor, and align the appeal amount with what you know about their financial capacity and willingness to give. For example, if you’re soliciting a gift from a retired musician, you might highlight the impact of your music therapy program.

5. Stewardship: Your work isn’t done when you receive a gift—in fact, the stewardship phase is just getting started. As mentioned earlier, this step involves thanking and acknowledging donors, communicating impact, and encouraging deeper engagement.

💡Pro Tip: Frequently check in with donors and collect feedback to see how things are going. Consider implementing a feedback loop to gather insights via surveys, evaluate their comments, and report back on whether you’ll implement their ideas.

Did you notice the common thread that runs through each of these steps? It’s data.

Donor cultivation and the broader donor cultivation cycle are all about getting to know your supporters, applying that knowledge to your interactions with them, and fostering relationships founded on trust and respect. This is why having a clean, comprehensive dataset on hand is so important. If your nonprofit is struggling with missing or outdated information, consider leveraging data append services to fill in the blanks.

10+ Proven Donor Cultivation Strategies

1. Ensure data is clean, consolidated, and up-to-date.

Data hygiene is the ongoing process of maintaining a clean database free of errors and duplicate or outdated records. Prioritizing data hygiene will allow you to spot opportunities more quickly, allocate your resources more efficiently, and even reengage lapsed donors.

Get started by conducting an audit of your database to identify and delete any unnecessary, outdated, inaccurate, or duplicated data. Then, set standardized rules for data entry and formatting, and apply those rules to the data left in your file. Examine the remaining information, identifying any gaps you may need to fill in via data appending services. Additionally, make sure you’ve backed up your data in case something happens to the original file.

Remember that this is an ongoing process, so you must repeat these steps regularly. Set a schedule for the large-scale data audits, such as once per quarter.

2. Leverage prospect data.

We recommend tracking these important types of donor data:

  • Contact information: Track and update postal addresses, phone numbers, and email addresses. Accurate contact details are essential for delivering your communications and engaging donors—otherwise, you’ll waste resources on communications that reach no one.
  • Giving history: Track the amount, frequency, and date of each donor’s contributions, identifying giving patterns you can use to generate targeted fundraising appeals. For first-time donors, you may be able to learn about their giving history with similar organizations if they’ve donated significant amounts.
  • Engagement history: This refers to any nonfinancial engagement from supporters, such as volunteering or attending an event. While engagement doesn’t always equal funding, highly engaged supporters tend to be more interested in your work and mission (and more likely to donate!).
  • Demographic details: Collect demographic information about donors, such as age, gender, and income. This information will allow you to craft appeals tailored to their budgets and interests.
  • Donor preferences: Your nonprofit should track donors’ interests, values, and philanthropic preferences. Use this data to tailor engagement efforts to each donor’s individual needs and build a deeper relationship.

Don’t panic if you don’t have some of these key pieces of information. Data appends allow you to acquire any missing or outdated information in your CRM by cross-checking the information you have with a comprehensive external database.

Unlock the insights you need to cultivate lasting relationships with new supporters. Get a quote!

3. Personalize the journey.

Each supporter follows a unique path, from discovering your nonprofit to making that first donation. For instance, they might see your social media posts, click through to your website, and sign up for newsletters. From there, it’s up to you to spark a relationship and craft a donor journey that aligns with their preferences and needs.

Here are some quick tips to make personalization less daunting:

  • Segment donors. It’s impossible to cater to each and every minor preference, but you can personalize communication at a larger scale with segmentation. Create groups of donors based on shared characteristics and craft targeted communications for each segment. For example, one group may have the giving capacity of mid-level donors, prefer email communications, and be interested in your food pantry’s community garden program.
  • Develop individualized cultivation plans. When it comes to potential major donors, you should create a plan for each prospect that outlines personalized engagement activities, the ideal communication frequency, important preferences, and approved recognition methods. However, you can apply this strategy to small donors as well by creating plans for each donor segment.
  • Provide tailored recommendations. Donors don’t want to feel like a walking ATM. Instead of centering all of your interactions with them around soliciting a financial donation, recommend other ways to get involved based on their past preferences. Based on their preferences, invite them to events they might be interested in, suggest blog posts about topics they care about, and more.

Be sure to track the effectiveness of your messages with each individual or donor segment. Adjust your approach as needed to maximize your resources and impact.

4. Offer unique fundraising opportunities.

Unique fundraising opportunities can help inspire donations, and one of our favorite options is donation eCards. You can create branded eCards that donors can send to their loved ones, either letting them know they gave in their name or encouraging them to donate, too.

Alternatively, create cards for special occasions that anyone can buy. With holiday donation cards, supporters can celebrate birthdays, say thanks to their loved ones, or send well wishes —all while supporting your cause.

Sell fundraising eCards like this one to cultivate donors and inspire them to donate.

To sell the eCards, Fundraising Letters’ charity eCards guide recommends the following methods:

  1. Use eCards as integrated donation forms. Add eCards directly to your site’s donation process. A donor will select their preferred eCard, choose a donation amount, add the recipient’s contact information, and supply their payment details.
  2. Sell eCards as fundraising products. If you have an online fundraising store, add your eCards and sell them for fixed rates. Donors can browse your collection, personalize the eCards, and send them to friends and family.
  3. Add eCards to your donation confirmation page. Embed your eCards into your giving confirmation page. It can be a fun surprise if a donor doesn’t know they can send an eCard until it pops up on the confirmation page.

The key to this strategy is to leverage a strong eCard creation platform. We recommend eCardWidget for its user-friendly design tools and fundraising features that make it easy to sell digital greeting cards to support your cause.

Cultivate donor relationships with personalized eCards for your nonprofit. Learn about eCard Widget!

5. Maximize donors’ impact with matching gifts.

Matching gifts multiply the gifts your donors give. If their employer offers a matching gift program, their donation to your nonprofit could be eligible to be matched. This could turn a $100 donation into $200 at no extra cost to the donor.

Here are the most important ways to promote donation matching during the donor cultivation cycle:

  • On your website: Encourage prospective and current donors alike to check their eligibility. Consider creating a dedicated landing page for information about matching gifts.
  • Across digital communications: From your social media posts to your monthly newsletter, mention donation matching whenever you can!
  • On your donation form: Add a snippet about matching gifts to your donation form and an employer research tool to your confirmation page.

Accurate employer information is essential for effectively following up with match-eligible supporters. Learn more about this process with our guide to employer appends for nonprofits.

6. Highlight and communicate your impact.

Think of first-time donors as strangers to your cause. They know little about your mission, programs, or impact. It’s your responsibility to measure that impact and communicate it in a compelling, yet transparent and honest, way.

Consider leveraging nonprofit storytelling to convey your programs’ outcomes, weaving in metrics that add data-backed support to emotional success stories. Expand on your mission using the following story elements:

  • Compelling, relatable characters: Center the people, things, or places that are impacted by your story. For example, you might interview a real beneficiary and tell their story or describe the history of a landmark or monument your organization protects.
  • A clear setting: Use descriptive language to help readers understand when and where this story is taking place.
  • An engaging plot: Shape your plot using the hero’s journey, three-act structure, or another tried-and-true formula. Typically, stories include a hook or intriguing introduction, a central conflict, a climactic clash between the protagonist and the conflict, and a resolution to the conflict.

Don’t write off the resolution with a quick “and they all lived happily ever after.” This is where you can make your programs, services, and impact shine.

For example, perhaps your animal shelter tells the story of its work through the eyes of an abandoned mother cat struggling to keep her kittens safe, fed, and comfortable. After days of searching for scraps, she’s lured in by food set out by your trap, neuter, release (TNR) team, and the mother cat and her babies are sent to one of your foster homes! At this point in the story, layer in statistics about how many similar cat families you help each year and how many animals you adopt out to loving families.

7. Plan a communication cadence.

When building new relationships with potential supporters, consistency is key. To ensure you’re nurturing these relationships and engaging them at key points, create a standard communication cadence that everyone on your team follows.

Here’s a sample communication cadence for cultivating new supporters who have not yet donated:

  • Welcome and introduction: After an individual signs up for your newsletter, registers for an event, etc., send the new supporter a welcome email that provides an overview of your mission, values, and programs. Thank them for joining your community.
    • When? Within one day of the initial interaction.
  • Share impact stories: Follow up with an email sharing compelling success stories that showcase how your organization has made a difference.
    • When? One week after the initial interaction.
  • Educate and engage: Email the supporter detailed educational content about your work, including blog posts, videos, or infographics. Add a call to action (CTA) prompting them to take action.
    • When? Two to three weeks after the initial interaction.
  • Show transparency and impact: Provide a more detailed update on how donations are used and the progress you’ve made toward your goal—include specific numbers to back up your claims.
    • When? One month to six weeks after the initial interaction.
  • Recommend other ways to engage: Using anything you’ve learned about the prospect, recommend additional ways to get involved that appeal to their interests.
    • When? Six to eight weeks after the initial interaction.
  • Inspire a sense of urgency: Share time-sensitive campaigns or urgent needs, such as reaching your end-of-year fundraising goal or rebuilding after a natural disaster, to inspire supporters to take action.
    • When? Around two months after the initial interaction.
  • Share a personalized ask:
    • When? Two to three months after the initial reaction, no more than two weeks after the urgent appeal.

Remember, your communications shouldn’t stop here. Now, you’ll need to start the cycle over again by thanking donors for their support, continuously sharing your impact, and providing updates about your programs and beneficiaries. These stewardship efforts will then set up your next fundraising ask for success.

8. Prepare for challenges and rejection.

When you finally make that fundraising ask, you need to be ready for whatever response supporters have. While the goal is always a resounding “yes,” some donors may respond with questions or reject your request for support. However, there are ways to respond to these more negative responses and maintain the positive relationships you’ve built during the donor cultivation process.

Here’s how you might respond to common challenges or rejections from potential donors:

The most common donor challenges and rejections paired with recommended responses (detailed in text below).

  • “I can’t afford to donate right now.” Acknowledge that you understand their reasoning and validate the forms of support they are able to contribute, no matter how small. Offer alternative forms of support that they can do, like volunteering or spreading the word about your cause.
  • “I don’t know enough about your organization.” Address any specific questions they have and share impact reports, success stories, and blog posts. Consider revisiting your welcome materials to see if there are ways to improve how you educate newcomers about your mission.
  • “How can I be sure my donation will be used well?” Assure donors that you are dedicated to transparency and honesty. Confirm that you will answer any and all questions about resource allocation, and provide materials like audited financial statements, your annual report, and third-party certifications.
  • “I want to see more results before donating.” Offer to share more success stories, ongoing projects, or measurable outcomes. For potential major donors, you could offer to set up a meeting between them and your program director to go over your daily operations and how they impact the community.

Sometimes, supporters just aren’t ready, willing, or able to give, and that’s okay. Know when to take no for an answer and simply follow up with educational content or invitations to support your cause in other ways. Forceful or unrelenting attempts to secure a donation will only drive these supporters away, sacrificing all of your hard work from the cultivation stage.

9. Create a culture of gratitude.

Whether or not they’ve donated, you never want supporters to feel like you only care about their money. No matter what they contribute to your cause, your nonprofit should strive to show them how much their involvement matters. Get everyone on your team on the same page by building a culture of gratitude.

This practice starts with your leaders. Encourage leadership to model gratitude in their daily interactions with staff, volunteers, and other supporters—for example, they might highlight a staff member who went above and beyond in weekly team meetings. These small efforts stack up, and they set the tone for your organization’s interactions with donors.

In addition to sharing prompt and personalized thank-you messages, consider setting structured recognition programs for donors and volunteers to recognize your most dedicated supporters. Frequently seek feedback from supporters and implement their suggestions when you can. Track and celebrate milestones and important dates, such as the anniversary of their first donation or their birthday.

10. Recommend additional ways to engage.

When it comes to donor cultivation, non-financial forms of engagement, like volunteering, attending events, and connecting with your online community, can be just as meaningful. Getting donors involved in these other areas of your organization can help them see firsthand why financial support is so crucial. Plus, they’ll recognize that your nonprofit views them as more than a funding opportunity.

You can also increase engagement by expanding your nonprofit’s network. Establishing deep roots in your community can help you become a more meaningful, recurring part of their lives. For example, you might work with local businesses and institutions to:

  • Establish workplace giving programs with local businesses.
  • Secure event and campaign sponsorships from businesses.
  • Co-host programs and events with other nonprofit organizations.
  • Lend volunteer power to public institutions (e.g., help clean up your city’s park).
  • Offer free educational programming in partnership with peer organizations and community groups.

Corporate giving programs are among the easiest ways to get started expanding your network and building more touchpoints with donors. That’s because they’re mutually beneficial for both your nonprofit and businesses, which receive public recognition and increased employee engagement as a result of giving back to the community. It’s a win-win!

11. Invite them to lead a challenge match.

One of the most effective ways to deepen a relationship with a major donor is to shift their role from “funder” to “partner.” By inviting a prospect to serve as the lead sponsor for a challenge match campaign, you offer them a unique opportunity to multiply their impact. This strategy is a powerful form of donor cultivation because it gives the donor a sense of ownership over your success.

When a major donor puts up a significant contribution to match other gifts, they are no longer just writing a check. They are actively inspiring your entire community to get involved. This satisfies a major donor’s desire to see tangible results and leverage their wealth to create a larger ripple effect. It proves to them that their contribution is doing the heavy lifting of acquiring new supporters for your cause.

This strategy simultaneously cultivates your small and mid-level donors. Donor fatigue is real, but a matching challenge creates a sense of urgency and excitement. It tells these smaller donors that their $25 or $50 gift is worth double or even triple the amount. This psychological boost is often the nudge a “warm” prospect needs to make their very first donation.

Did You Know?

The promise of a match is a major motivator. Double the Donation’s challenge grant statistics show that 1 in 3 donors indicate they would give a larger gift if matching is applied to their donation. By inviting a major donor to unlock this potential, you help them see the direct power of their generosity.

To execute this, identify a major prospect who is passionate about a specific program. Approach them with a proposal to use their gift as a matching fund for an upcoming campaign. Once the campaign concludes, report back to them with the total amount raised, specifically highlighting how many new donors participated because of their leadership. This sets the stage perfectly for future cultivation and stewardship.

Wrapping Up

Effective donor cultivation looks different for every organization. Beyond understanding the fundamentals of the cycle, your nonprofit will thrive by experimenting with different strategies like thank-you eCards and data appending.

Remember, the cycle is an ongoing process—it never truly ends. Rather, you need to re-enter donors into the cycle every time they give, so you can maintain those relationships and upgrade their support.

As you refine your donor cultivation strategies, check out these additional resources:

Do Your Donors Work For Socially Responsible Companies

Do Your Donors Work For Socially Responsible Companies?

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In today’s business landscape, more and more companies are prioritizing corporate social responsibility (or CSR) as a core part of their mission. From environmental sustainability to community outreach and charitable giving, socially responsible companies are making a meaningful impact on the world.

As a nonprofit, it’s crucial to recognize how this trend can benefit your organization. After all, your donors may already be working for companies that offer corporate giving programs, like matching gifts or volunteer grants, that can double or even triple their impact. But are you leveraging these opportunities to their fullest potential?

In this post, we’ll explore how nonprofits can tap into relationships with companies leading the way in CSR to maximize their support and engage donors in new and impactful ways. Specifically, we’ll cover the following:

Discovering which of your donors work for socially responsible companies could unlock significant support for your mission. Ready to find out how you can do so with ease? Let’s begin with the basics.

What Defines a Socially Responsible Company?

A socially responsible company is one that integrates ethical, sustainable, and community-focused practices into its core operations. These businesses recognize that their success is intertwined with the well-being of society, and they actively seek to make a positive impact on their employees, customers, communities, and the environment.

While there’s no one-size-fits-all model of social responsibility, check out a few characteristics that generally define a socially responsible company:

Characteristics of socially responsible companies

  1. Environmental Sustainability
    Companies strive to reduce their environmental impact by adopting eco-friendly practices. This may involve reducing waste, conserving energy, using renewable resources, and implementing sustainable supply chain management.
  2. Ethical Business Practices
    Socially responsible companies maintain high ethical standards in all areas of business, from fair labor practices and diversity initiatives to transparency in governance and decision-making.
  3. Economic Responsibility
    Rather than chasing short-term profits, socially responsible companies focus on long-term growth that benefits both the business and society. They aim to create a positive, lasting impact on their stakeholders, which includes employees, customers, shareholders, and the broader community.
  4. Philanthropic Engagement
    Many socially responsible companies actively invest in the communities where they operate. This includes supporting local charities, offering volunteer time off (VTO) for employees to participate in community service, and implementing corporate giving programs like matching gifts and volunteer grants.

By embracing these practices, socially responsible companies build trust with consumers and employees, foster loyalty, and contribute to a more sustainable and equitable world. Not to mention, these efforts not only benefit society but often lead to better business performance as well.

  • CLMA badge for socially responsible companiesTop tip: Keep an eye out for the Certified Leaders in Matching Automation badge to quickly identify socially responsible companies with matching gift auto-submission enabled. These employers are devoted to making matching gifts as easy as possible, demonstrating their commitment to CSR and beyond.

10 Socially Responsible Companies to Know

As a nonprofit, familiarity with leading companies practicing corporate social responsibility is a must. After all, understanding which companies make a point to give back allows nonprofits to better engage donors who work for these businesses. And, in doing so, they can more effectively tap into additional resources such as corporate matches, volunteer support, and even broader partnership opportunities.

Check out these examples to get started:

NPO Info_Do Your Donors Work For Socially Responsible Companies _Chipotle

Chipotle Mexican Grill

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

CLMA badge for socially responsible companies

Chipotle Mexican Grill is a popular fast-casual restaurant chain known for its commitment to using responsibly sourced ingredients and offering fresh, customizable meals. As part of its corporate social responsibility (CSR) efforts, Chipotle emphasizes environmental sustainability, humane animal practices, and ethical sourcing.

The company also gives back through community outreach and charitable initiatives, including its standout matching gifts program, which allows employees to double their contributions to nonprofits of their choice. In order to optimize the employee experience within its matching gift program, Chipotle has implemented matching gift auto-submission, too, earning it the CLMA designation for Certified Leaders in Matching Automation.

Furthermore, Chipotle promotes social responsibility through its volunteer time off (VTO) policy, enabling employees to take up to 8 hours of paid time to participate in volunteer work. These efforts reflect Chipotle’s dedication to making a positive impact both in the food industry and within local communities.

Learn more about Chipotle’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Patagonia

Patagonia

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

Patagonia, a renowned outdoor apparel company, is deeply committed to environmental and social causes, with sustainability at the core of its mission. Patagonia’s CSR initiatives are broad, encompassing environmental activism, ethical labor practices, and sustainable product design.

The company also encourages employee engagement through its matching gifts program, doubling employee donations to environmental, social, and other nonprofits. Meanwhile, Patagonia supports employees in taking action through its volunteer time off (VTO) policy, allowing them to dedicate generous amounts of time to causes they care about, often with a focus on environmental restoration.

Patagonia’s commitment to CSR is rooted in its mission to preserve the planet, and it actively partners with organizations that align with this goal.

Learn more about Patagonia’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Danone

Danone North America

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

CLMA badge for socially responsible companies

Danone North America is a multinational food and beverage company known for its dairy products, plant-based alternatives, and bottled water brands. The company is dedicated to promoting health through food while driving environmental sustainability and social equity. Danone North America’s CSR efforts include a strong emphasis on environmental stewardship, sustainable sourcing, and community involvement.

To encourage employee involvement in philanthropy, Danone North America offers a CLMA-designated matching gifts program, amplifying employees’ charitable donations to eligible nonprofits. Plus, the company supports community engagement through volunteer time off, allowing employees to contribute up to 16 hours each year to causes they are passionate about.

Learn more about Danone’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _CVS Health

CVS Health

Matching gifts? Yes
Volunteer grants? Yes
Volunteer time off? Yes

CVS Health, a major pharmacy and healthcare provider, integrates social responsibility into its mission of promoting health and wellness. The company’s CSR efforts focus on expanding access to healthcare, addressing public health challenges, and supporting underserved communities.

CVS Health also enhances its social impact through matching gifts and volunteer grants, allowing employees to increase their donations and volunteer contributions to nonprofits. Additionally, CVS promotes employee involvement in community service through volunteer time off, providing paid time for employees to engage in volunteer work.

Learn more about CVS Health’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Disney

Walt Disney Company

Matching gifts? Yes
Volunteer grants? Yes
Volunteer time off? Yes

The Walt Disney Company is a global leader in entertainment, known for its iconic films, theme parks, and media networks. Beyond entertainment, Disney’s CSR efforts are comprehensive, with a focus on environmental sustainability, charitable giving, and promoting education.

Disney offers both matching gifts and volunteer grants to encourage employees to support causes they care about. The company also promotes community engagement through volunteer time off, allowing employees to give back during paid work hours.

Disney’s wide-reaching CSR initiatives include funding for children’s hospitals, environmental conservation programs, and educational outreach, all of which align with its mission to create positive change in communities worldwide.

Learn more about Disney’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Warner Media

Warner Media

Matching gifts? Yes
Volunteer grants? Yes
Volunteer time off? Yes

Warner Media is a leading media and entertainment company recognized for its extensive film, television, and digital content production. As part of its CSR strategy, Warner Media prioritizes diversity, inclusion, environmental responsibility, and community engagement.

The company also offers matching gifts and volunteer grants, empowering employees to increase their financial contributions and volunteer efforts to nonprofits. Warner Media also provides volunteer time off, encouraging employees to give back to their communities while receiving regular pay.

Through its CSR programs, Warner Media fosters a culture of giving, social responsibility, and sustainability, aligning its corporate values with the interests of its employees and society at large.

Learn more about Warner Media’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _ActiveCampaign

ActiveCampaign

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

CLMA badge for socially responsible companies

ActiveCampaign, a marketing automation platform, is committed to making a positive impact through its CSR initiatives, which focus on community development and employee engagement.

The company encourages its employees to give back through a CLMA-designated matching gifts program, doubling charitable donations made to eligible nonprofits more easily than ever before. In addition, ActiveCampaign offers volunteer time off, allowing employees to dedicate paid time to volunteer with organizations that align with their values.

These programs reflect ActiveCampaign’s belief in the power of community and its desire to empower employees to contribute to causes that matter to them, both financially and through volunteer service.

Learn more about ActiveCampaign’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Toyota Connected

Toyota Connected

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? No

CLMA badge for socially responsible companies

Toyota Connected is a division of Toyota that focuses on creating innovative connected technologies and data-driven solutions for the automotive industry. While Toyota Connected has a technological focus, it also embraces corporate social responsibility.

One way that it does so is through its matching gifts program, which doubles employee donations to qualifying nonprofits. This initiative has auto-submission enabled, allowing employees to complete their matching gift requests straight from their favorite organizations’ giving pages!

Learn more about Toyota Connected’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Harvard

Harvard University Employees Credit Union

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? No

CLMA badge for socially responsible companies

Harvard University Employees Credit Union (HUECU) is a member-owned financial institution serving the Harvard University community and its affiliates. As part of its CSR efforts, HUECU focuses on financial education, community development, and charitable giving.

The credit union also supports employee philanthropy through a matching gifts program, enabling employees to increase their charitable donations through corporate matches. Its CLMA-designated matching gifts initiative demonstrates a commitment to supporting the causes that matter to its employees and fostering positive community impact through financial contributions.

Learn more about Harvard University’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _BerlinRosen

BerlinRosen

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? No

CLMA badge for socially responsible companies

BerlinRosen is a strategic communications firm known for its work in public affairs, advocacy, and social impact campaigns. The company’s CSR efforts are rooted in its dedication to promoting progressive causes, diversity, and social justice.

Additionally, BerlinRosen encourages employee giving through its matching gifts program, multiplying employee donations to a wide range of nonprofits and schools. And with auto-submission functionality enabled, it’s quick and easy for its employees to get involved!

Learn more about BerlinRosen’s socially responsible giving programs here.

Get support from socially responsible companies with 360MatchPro.

Identifying Socially Responsible Companies in Your Network

The above companies form a representative sample of socially responsible employers. But there are tens of thousands more businesses participating in CSR⁠—and it would be impossible to list them all.

That said, there are a few strategies that can be employed in order to uncover top companies devoted to CSR with existing connections to your donor base. These include the following:

Manual Research

The first step you might want to take is to perform a series of manual research tasks. For example:

  • Screening publicly available donor information to uncover employment insights (often using LinkedIn or other online resources).
  • Reaching out to donors directly to request employer information (e.g., sending an optional survey via email).
  • Visiting the websites of identified companies to explore their CSR or corporate philanthropy sections.
  • Engaging with donors to request information about their employers’ giving programs, community engagement efforts, and more.

While it requires significant investments of time and resources to conduct this research on your own, keep in mind that it’s possible to uncover some invaluable insights this way.

Workplace Giving Software

The next option involves automating the processes of collecting and leveraging employment information using the right tools in your tech stack. Specifically, by implementing (and integrating) a workplace giving platform like Double the Donation’s 360MatchPro, you can glean employment insights directly as donors give.

From there, the solution automatically screens against the industry’s leading corporate giving database to flag opportunities for matching gifts, volunteer grants, VTO programs, and other corporate giving initiatives.

Use workplace giving software to uncover socially responsible companies in your network

In order to drive supporter engagement with the tool, you can even embed the company search tool directly into your website, donation forms, volunteer registration pages, and more.

Employer Appends

Even after incorporating workplace giving software to collect employment information as supporters engage with your cause, there’s a good chance you’ll have some gaps in your records. For this, we recommend outsourcing your research process to a third-party data enhancement service provider like NPO Info by Double the Donation.

Here’s how it works:

  • You’ll provide the data enhancement company with the information you have about your donors (names, engagement histories, contact details, etc.).
  • The enhancement company will scan the information you provide against a series of publicly available and privately held data sources to uncover relevant information and fill in the gaps.
  • Your organization will receive the finalized employer append record, along with information about the uncovered companies’ matching gifts and other giving programs.

Use employer appends to uncover socially responsible companies in your network

Once you have the information, your team can use the uncovered insights to tailor your outreach efforts and grow your relationship with the appropriate donors and their employers alike.

Final Thoughts & Additional Resources

Partnering with socially responsible companies opens up a world of possibilities for your nonprofit or school. Whether through matching gifts, volunteer grants, or other corporate philanthropy initiatives, these opportunities allow your donors to do more with their contributions.

Don’t miss out on the potential for additional funding and support. Start building stronger relationships with your corporate partners⁠—and their employees⁠—today. Your donors are ready to amplify their impact, and with the right tools and strategies, your organization can thrive.

Interested in seeing how your team can benefit from socially responsible companies like these? Check out the following materials to learn more:

Get support from socially responsible companies with 360MatchPro.

Learn everything you need to know about wealth screening for nonprofits.

Wealth Screening for Nonprofits: The Definitive Guide

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As a nonprofit marketer, you strive to create meaningful, lasting supporter relationships, and data is a big part of that. Data-driven strategies can inform your cultivation strategies by letting you know who your donors are. In particular, wealth screening can help you determine how much someone can afford to give and how likely they are to donate to your cause based on past giving behaviors.

In a world driven by technology, donor data is more accessible and helpful than ever. You just need to know what information to collect, use the right tools to gather it, and then fold your results into your outreach strategies.

Whether you’re looking to fund a capital campaign with major gifts or level up your low- and mid-tier donors, wealth screening (along with broader prospect research) is a smart option. At the same time, it might seem daunting if you’re unfamiliar with the basics. This guide is here to help! So that you can tap into wealth screening, we’ll dive into these topics:

At NPOInfo, we work with all sorts of nonprofits to build robust donor profiles. With our data enrichment services, we can help you send more targeted fundraising asks and subsequently deepen donor relationships. By sharing what we know, we’re confident you’ll be equipped to leverage wealth screening at your nonprofit. Let’s get started!

Get a free quote for NPOInfo's financial data appending services.

Let's break down what donor wealth screening is.

What is wealth screening?

Wealth screening is the process of appending financial data and other wealth indicators for individuals. This process helps nonprofits identify and target prospective and existing donors with the greatest capacity to give.

Nonprofits using this service must share identifying information for individual supporters, such as their names and contact information. Then, their chosen nonprofit wealth screening service leverages public record data and propriety philanthropy databases to pull this information. When their file is returned, nonprofits can use the data to segment supporters into groups based on giving capacity and send targeted fundraising appeals.

Here's a definition of donor wealth screening.

Donor wealth screening can help you improve your fundraising efforts.

How do nonprofits use wealth screening?

Guessing who your wealthiest donors are based on hunches or inaccurate data is a risky game. Wealth screening will guarantee that you’re working with accurate data, so you can make informed decisions when planning your fundraising campaigns.

With accurate wealth data, you’ll be able to focus your efforts on the right donors, honing in on those who are likely to make a big impact on your cause. So let’s take a look at four key ways you can fold this process into your everyday marketing and fundraising.

Wealth screening helps you accomplish goals such as tapping into corporate giving and locating major donors.

1. Create realistic fundraising goals.

At its core, donor wealth screening will let you know how much your donors can give. Based on this data, you can set realistic (yet still aspirational) fundraising goals to drive your campaigns to new heights.

Otherwise, you risk underestimating your team and setting goals that are too low. Then, when you reach your campaign’s goal, support may taper off as donors won’t feel as motivated to give if they don’t think you still need donations.

On the other hand, you also risk overestimating your team if you don’t have sufficient wealth data. You may set objectives that are too far-fetched, causing your team to feel deterred when you fall short.

2. Send targeted fundraising appeals.

A well-crafted fundraising appeal is comprised of four primary components:

  • Who you’ll ask to donate
  • When you’ll ask for a donation
  • How you’ll ask for it
  • The amount you’ll ask the donor to give

Data appending allows you to address each of these areas, resulting in a higher return on your investment. Alongside other donor data, wealth screening will help you understand the individual’s giving capacity. Then, you can pair that with their communication preferences and frequency, resulting in a well-timed ask completed with a reasonable amount.

That way, you don’t risk leaving money on the table by asking for too little or much. And as we’ll explore later, you can streamline your outreach further by grouping donors with similar giving capacities, saving even more time.

3. Locate major donors.

Your organization’s major donors are the life source of your work. They’re fully invested in your cause and devote a considerable amount of their hard-earned money to keep your doors open. Donorly’s guide to major donors explains that these individuals provide your cause with its largest, most impactful gifts.

About 80% of individual donor fundraising revenue comes from just 20% of your donors.

That being said, finding these donors and cultivating relationships with them should be a top priority for your team. Wealth screening gives you the information you need to uncover them and create outreach that resonates with them.

By uncovering donors’ current assets and past giving to similar organizations, you won’t waste your time trying to level up donors who aren’t likely to give any more to your cause than they already do.

4. Tap into matching gift opportunities.

Appending financial data can provide valuable employer data, letting you know where your donors work. From here, you can research their companies, flag any that offer matching gift programs, and follow up with anyone who might be eligible.

Around 26 million individuals work for companies with matching gift programs, but only 1.31% of individual contributions made to the average nonprofit are matched, according to Double the Donation’s fundraising statistics.

Knowing this, you likely have a few matching gift opportunities within your own CRM. By finding these opportunities, you’ll double (maybe even triple!) individuals’ contributions, multiplying their impact on your cause.

There are several types of data you can gather from wealth screening for nonprofits.

What data can you receive through wealth screening?

The type of data you’ll receive depends on your nonprofit wealth screening services provider. Pinpoint the type of information you need and then find a provider who can append that data for you. To maximize results, we recommend pairing philanthropic and wealth data, helping you find donors who can give and actually want to give to your cause.

Of course, there’s no limit on how much data you can collect, but there is a limit on how much you should collect! Several factors can point to a donor’s capacity for charitable giving, and some are more valuable than others. Let’s break down the most valuable types of data you might collect. That way, you won’t get buried under unnecessary data!

This chart shows how we can break down wealth screening data into categories.

Wealth markers

When appending financial data, focus on these wealth indicators:

  • Business affiliations. A donor’s business affiliations hint at their net worth and give insight into potential professional connections you can use for networking opportunities. This type of data includes business partnerships, a role on a board, and other types of corporate connections.
  • Profession. Someone’s profession, along with other employer data, can help you estimate their salary and disposable income, which is especially useful if they’re in a high-paying field. You’ll need to know information like their city, job title, and company, so you can research average salaries in their career field and location.
  • Stock ownership. Although these are typically liquid assets, stocks are a reliable wealth indicator that can be used to estimate prospects’ financial capacity. Start researching stock ownership by consulting portals like the one provided by the Securities and Exchange Commission (SEC), which maintains records on publicly traded companies.
  • Real estate investment. The amount of money someone invests in real estate can point to their net worth and signal that they value opportunities to spend their money wisely. In fact, major giving research has found that individuals who own at least $2 million in real estate are 17 times more likely to donate to charity than the average person.

Donor wealth screening research has found that those who own more real estate are more likely to donate to charity.

These wealth indicators will give you a solid foundation to launch your prospect research forward. While they’re not surefire proof of donors’ wealth, they can give you a pretty solid idea of it. Always use your best judgment when analyzing any wealth data and formulating it into your outreach strategies.

Philanthropic markers

While wealth indicators are certainly valuable, they’re not the only indicators of a donor’s giving capacity. Philanthropic indicators that can also point to giving capacity include:

  • Political giving. Political donations can be both a philanthropic and a wealth indicator. You’ll gain insight into their beliefs by determining their political affiliations, allowing you to promote relevant opportunities that align with their values.
  • Previous giving habits. Take a look at each donor’s RFM — the recency of their last gift, the frequency of their donations, and the average monetary value of their gifts. Look at the specific projects and programs they’ve funded to see which resonated with them. While a donor’s past giving to your specific nonprofit is crucial, you’ll also want to know if they’ve given to other nonprofits. This can help you identify what drives them to give and pinpoint other philanthropic-minded donors who share similar values.
  • Past engagement history. Beyond donations, look at other areas of your cause where donors are involved. Perhaps they’ve volunteered, served on your board, participated in advocacy efforts, or joined a peer-to-peer fundraiser. Extra involvement may point to a deeper commitment to your cause and therefore a higher chance of donating.

Determining philanthropic indicators is a vital part of the wealth screening process. Pairing wealth and philanthropic markers will help you determine whether someone’s willing and able to give to your cause. From there, you can craft appeals that feature the appropriate ask amounts and point to areas they’d be interested in supporting.

Follow these tips to get more out of your wealth screening results.

Tips to Get More Out of Financial Data Appending

As you can see, wealth screening is a valuable opportunity for any organization. However, your data is only as valuable as what you do with it. So before you start collecting donor data, have some solid data management strategies in place. In turn, you’ll wind up with organized data that drives greater results for your cause.

1. Clean your database.

Your CRM can quickly become cluttered with data if you’re not careful. That’s why we suggest cleaning your database before employing wealth screening services!

To organize your donor database, we recommend taking a couple of steps, including:

  • Remove duplicate information. Otherwise, you may accidentally screen donors more than once.
  • Purge lapsed and deceased donors. Don’t spend time or money pulling data for donors who haven’t given to your cause in years or who have passed away.
  • Standardize your entries. If each constituent’s data is entered differently, it’ll be difficult to append financial data and provide results in a standardized format. Take some time upfront to put everything in a consistent format.
  • Update outdated or missing contact information. To correctly identify donors during wealth screening, make sure you have as much identifying information as possible. We recommend conducting data appends to fill in outdated or missing contact details, such as donors’ phone numbers, email addresses, and postal addresses.

You want your prospect research to start off on the right foot, and cleaner records will yield more accurate results. This is a solid first step for any nonprofit that wants to append financial data for its constituents.

2. Follow up with new business connections.

After performing a wealth screening, you’ll likely uncover insights about the individual’s business connections. Leverage these findings to form valuable partnerships with companies and expand your donor network.

Let’s look at a few opportunities your organization can use to further your mission and drive revenue:

  • Corporate sponsorship or partnership opportunities. As you complete wealth screenings, perhaps you notice several donors work for the same company—this might point to a potential partnership or sponsorship opportunity. To follow up on this opportunity, reach out to introduce yourself to the company’s leadership. Share that several of your donors work for the business when chatting about a potential partnership, indicating alignment between your values.
  • Matching gift opportunities. Some employers offer matching gift programs where they match their employees’ donations to charitable causes. Research each employer’s guidelines to pinpoint eligible donors. If your development team has enough time on its hands, you might even start conversations with companies that don’t have a program in place already.
  • New workplace giving programs. Once you’ve sparked a relationship with donors’ employers, you can recommend that they start (or improve) a workplace giving program. To make your proposal as effective as possible,  you should share research on how workplace giving correlates with higher employee engagement, improves their reputation in their local community, and helps attract new top talent. Additionally, pinpoint specific corporate social responsibility software and best practices that will make launching the program easier for them.

In addition to wealth screening findings, pay attention to the employer data of your top volunteers. Some companies offer volunteer grants to the organizations their employees volunteer with. Similar to matching gifts, making your organization and the volunteer aware of these programs can earn your mission more financial support at no cost to your supporters.

3. Segment your donors.

While certainly helpful, wealth screening is an extensive process. Segmenting your donors before conducting your financial data append can ease the workload and break down your expansive donor base into bite-sized pieces. For instance, you might segment your donors into categories such as:

  • Recurring donors
  • New donors
  • Event attendees

Screening by group will help your nonprofit focus on specific areas of your fundraising. Then, after you receive your results, you can segment your donors even further to send highly-relevant appeals. For instance, you can group donors based on their giving capacities and specific interests in your programs, making sure they receive the appeals most relevant to their needs.

4. Screen before events.

Leading up to an event, you can perform a wealth screening to increase registrations and create a memorable experience for attendees. For instance, you can leverage the data you gather to:

  • Know who to invite. Before you send out invitations, screen your donors to discover who will enjoy your event the most. For example, you might specifically invite major donors and major giving prospects to an auction where prizes start at high initial bids. Then, you may also invite major giving prospects to a more casual, family-friendly event to form connections with them in a less formal setting.
  • Create better seating charts. Managing guest lists and seating donors can be a logistical nightmare. You can group donors and put like-minded people together so that they can form meaningful connections at the event.
  • Know who to interact with the most at the event. Events are known for their networking opportunities. Make sure your team prioritizes cultivating relationships with those most likely to give to your cause again.

By folding wealth screening into your event management strategies, you’ll create positive environments for your donors, inspiring them to stay connected with your cause long after the event ends.

Carefully choose a financial data appending company with these tips.

Choosing Wealth Screening Services

When it comes to choosing a provider, finding the right one can make a world of difference. Going with an untrustworthy one may result in inaccurate data, which will cause misinformed fundraising strategies and may negatively impact your donor relationships.

First and foremost, you want a provider who works in your industry, so go with one that works in the nonprofit sector. These providers bring a unique understanding to the table that generic data management companies can’t.

In addition to providing the wealth screening services you’ll need, you’ll want to look for these key advantages:

Look for these key aspects in a financial data appending company.

  • Manual verification processes
  • High-quality customer service
  • Standardized formatting for results
  • Accuracy scores to let you know how reliable the data is

NPOInfo offers these benefits, so you can trust you’re receiving the most dependable information out there. Plus, we work exclusively with nonprofits, providing an unparalleled understanding of your organization’s fundraising needs. We’ll help you find the most impactful data points for your cause from publicly and privately available sources, helping you create robust donor profiles with all the donor data you need.

Between appending contact data and employer data, we’ll help you launch your donor relationships forward with our data enrichment services. Reach out to get started!

Get a free quote!

Continue learning about donor wealth screening and other strategies with these resources.

Additional Data Enrichment Resources

It’s time to stop expending your time and energy cultivating prospects who are unlikely to give to your cause. Wealth screening will illuminate high-net-worth people who are eager to support your work. That way, you can focus your efforts on groups most likely to contribute.

This ultimate guide should give you everything you need to get started, but don’t venture into the donor wealth screening world alone! NPOInfo is here to support all your data enrichment needs. Partner with us, build out your donor profiles, and cultivate more valuable supporter relationships with the right data.

In the meantime, keep exploring the vast world of data management with these resources from the NPOInfo team and other trustworthy sources:

Get a quote from NPOInfo and let our team handle your financial data appending.

Learn everything you need to know about social media appends with this guide.

Social Media Appends: Locating Your Supporters’ Profiles

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In today’s fast-paced world, social media is one of the most direct and effective ways to reach out to constituents. In fact, around 22% of social media users spend their time online to be a part of a community that values the causes and interests they care about. The vast online space allows them to connect with global, like-minded communities and interest groups by simply joining a Facebook group or following different Twitter profiles and topics.

If you want to take advantage of the social media world for nonprofits, social media appending can help you tap into those tight-knit communities!

Collecting data through accurate social profile appending empowers you to get to know your supporters, their ever-changing interests, and what drives them to support your cause. In turn, you can form deeper, more meaningful relationships that help donors, volunteers, and other supporters feel more fulfilled in their philanthropic lives by pushing your mission forward.

To help you start reaching prospects where they already are, we’ve put together this ultimate guide to social media appending. Here’s what we’ll cover:

Here at NPOInfo, we focus on employer appends, but we recognize that social media is an incredible resource when it comes to getting to know your supporters.

Let’s dive in so you can learn how to take advantage of the wonderful world of social media appends!

 

What is a social media append?

Social profile appending is the process of updating outdated social media information and pulling new details for contacts in your CRM. This allows your marketing team to do the following

  • Invite existing supporters to join your nonprofit’s groups
  • Encourage them to follow your pages
  • Dive into their profiles to learn more about their interests

Especially when stewarding deeper supporter relationships, being able to find them online will be incredibly helpful. Constituents’ interests constantly change, so you can’t rely on the same information they provided you at the start of their relationship with your cause!

Further, turning to a professional services provider will ensure you receive accurate social profile append results. They can extract the information for you, removing the time commitment for your marketing team.

All you have to do is provide them with identifying information, such as your supporters’ names, past social media profiles, postal addresses, contact information, and any other details they’ve shared with your team. They’ll locate as many supporters on different platforms for you and share that information with your team!

Why use social media appending for your nonprofit?

Social media is a powerful fundraising tool with 32% of donors being inspired to give by social media. Plus, knowing where to find your supporters online has other obvious benefits, such as seeing what attracts them to your cause and forming connections. However, it may not be clear which social media platforms your nonprofit’s audience uses. 

That’s why we recommend turning to social media appending services. This allows you to pull supporters’ profiles in bulk by matching their data against a comprehensive database of social media profile information.

Once you have your supporters’ information from your append, you can launch your social media strategy to amplify your mission and forge deeper connections. As a result, your nonprofit will experience the following benefits:

These are the benefits of social media appends.

1. Tap into a global network.

There are more than 4.6 billion social media users worldwide, meaning your nonprofit’s content has the potential to be exposed to a massive audience. While not everyone who sees your posts will convert, social media can put you into contact with mission-oriented individuals who feel strongly about your cause. Plus, in addition to attracting a new audience, you’ll be able to connect with your current supporters to leverage peer-to-peer marketing.

Peer-to-peer advocacy is one of the most effective marketing strategies available to both nonprofits and businesses with 84% of consumers stating they trust the recommendations of their friends, family, and colleagues. Logically, this makes sense. After all, if a trusted friend vouches for a nonprofit’s work, it’s easy to extend the faith you have in that friend to the nonprofit they’re advocating for, especially when compared to cold outreach where you have to take an unknown organization at their word.  

Social media outreach creates this same level of social proof, as supporters see their friends talk about their own giving habits. When supporters follow your pages, share your content, or comment on your posts, this information will pop up in their followers’ newsfeeds or notification centers. This spreads awareness of your cause and presents your nonprofit as an organization new supporters can trust.

2. Send targeted appeals and create tailored program offerings.

Social media users curate the content shown to them based on who they follow, what topics they state they are interested in, and the posts they regularly interact with. By analyzing your supporters’ social media profiles, you can get a strong sense of your target audience’s likes, dislikes, and overall preferences. 

By having your marketing team explore your committed supporters’ posts and likes, you can:

  • Create tailored outreach that speaks to their unique interests
  • Adjust your product offerings to fall in line with their values
  • Create prospect profiles to guide who your team reaches out to 

This data can also be used for marketing outside of social media. Assuming your audience as a whole shares the general values of those with active social media presences, you can incorporate what you learned from your supporters’ profiles into your email and direct email strategy.

3. Create an open line of communication.

Social media differs from other digital marketing platforms by opening the door for two-way communication. Not only can supporters like, comment, and share your nonprofit’s posts, but your nonprofit can do the same!

Through your nonprofit’s profiles, you’ll be able to do the following:

  • Respond to and like their comments on your organization’s posts. Appoint a social media manager to post on your account and interact with anyone who engages with your content. This might involve answering questions, thanking supporters who shared that they donated, or empathizing with individuals who share personal stories about how your cause relates to their lives. These little interactions make your nonprofit more memorable and can lead to future support. 
  • Like, share, or comment on anything they post about your cause. If a supporter takes the initiative to promote your nonprofit, let them know you see their posts and appreciate them. Comment to thank supporters for the shout-out and provide additional context to their posts if necessary, such as sharing specific statistics about your work or linking to your website.
  • Direct message them when relevant. Social media is a form of indirect marketing where your posts are for a broad audience rather than a specific individual. However, platforms with messaging tools let you practice direct messaging, as well. This can be useful for answering highly specific questions, listening to and resolving supporters’ complaints, and forming connections with supporters who want to share their personal stories in a more private manner. 

Putting a friendly face on your nonprofit can be a challenge, but with social media, you can establish a positive brand reputation and build connections far more easily than through other platforms. After all, while supporters may not remember every digital ad they see, the nonprofit that responded to their comment personally is likely to stick in their minds.

4. Guide your omnichannel marketing strategy.

A social media append gives you another outlet to communicate with supporters, allowing you to expand your omnichannel marketing strategy. Omnichannel marketing is an approach to nonprofit outreach that uses multiple channels to guide a supporter through their donor journey. 

While multi-channel marketing delivers the same message on multiple platforms, omnichannel takes each supporter’s specific relationship with your nonprofit into account to customize the next message they receive. 

For example, let’s say you make a post on social media about a new program you’re launching, and a supporter comments on it. You then follow up with that supporter by emailing them more information about the initiative and inviting them to volunteer. Then, after they sign up to volunteer, you send a letter in the mail thanking them for joining your volunteer program. Finally, when they show up to volunteer, your volunteer manager may mention in person how volunteers can also help out by donating.

This approach helps push donor relationships forward while also building brand recognition. With a social media append, you can add social media engagement as one more link in your omnichannel approach.

5. Re-engage lapsed supporters.

A person’s social media profile gives you insight into who they are and how their values have changed over time.

If your marketing team wants to learn why someone stopped donating or volunteering with your nonprofit, take a look at their posts and the pages they engage with online. You might be able to pinpoint why they lapsed and find opportunities to connect with them based on their current interests.

Types of Social Media Appends

Here's an overview of different platforms for which you might append social media information.

You might have an idea of which platforms are most important to your cause, but if not, it’s worth considering early on alongside your marketing team.

Depending on the social media appending services you turn to, there are different sites you might pull supporters’ information from, such as:

  • Facebook: Considering this is the most widely-used platform, you’ll likely want to append social media profiles for Facebook. Great for connecting with your boomer and millennial audiences, this platform lends itself well to local marketing and relationship building. You’ll be able to easily share photos, post links to your nonprofit’s website, post long-form posts, and livestream to your supporters.
  • Instagram: Particularly popular among Gen Z and Millennials, Instagram is a fantastic place to share photos with supporters, conduct polls on your Story, and tap into both eCommerce and organic engagement.
  • Twitter: Great for connecting with people between the ages of 25 and 49, you might want to append social media profiles for Twitter if your nonprofit often has news stories to share, wants to engage in discussions with supporters, or has a more playful voice.
  • LinkedIn: If you want to tap into more of a professional audience, consider social media appends for LinkedIn. This platform is great for learning about supporters’ professional backgrounds, identifying corporate giving opportunities, and sharing long-form content about your nonprofit’s work.
  • TikTok: Most popular among Gen Z, TikTok is great for nonprofits that want to entertain their audiences, share inspirational stories, and call attention to pressing issues that require a community to get behind.
  • Snapchat: This platform is most popular among teenagers and younger millennials. If you have a younger audience, consider social media appends for Snapchat! However, bear in mind that this platform lends itself more to paid and location-based advertising rather than organic engagement.

Before you start locating supporters online, you’ll want to determine which platforms are most important to your cause based on your target audiences. Then, find a services provider that will append profiles on those sites for you!

For instance, you may online want to append data for Facebook, Instagram, Twitter, and LinkedIn. In that case, you won’t have a bunch of extraneous information since that’ll only clutter your CRM. You’ll instead only append and only pay for the data you need, helping to maintain good data hygiene.

How Social Media Appending Services Work

When it comes to finding your supporters on social media, your best bet is to turn to professional social media appending services. Expert services are much more reliable than appending the data yourself or using a generic database you find online!

A professional team will help you identify only relevant accounts for your contacts and remove the ones that aren’t useful or are fake.

When you partner with a data append team, here’s how you can expect the process to go:

This graphic outlines the social profile appending process.

  1. You provide the existing data you have to your social media append team. This might include full names, email addresses, past social media usernames, or any other information that will help them identify the correct people’s profiles.
  2. They search their database of consumer and business contacts for your constituents. Often, this can be done by simply entering people’s names or email addresses. This helps them find profiles associated with that information.
  3. They return the appended social media profiles to your team. They’ll let you know whether they found a profile associated with each constituent and what their username is. They may even import the data into your nonprofit’s CRM for you.

It’s that simple! While NPOInfo doesn’t offer social media appends, we’re happy to match you with one of our partners in the data enrichment space.

As we mentioned, we focus exclusively on employer appends because of the direct ability for this type of data enrichment to grow your workplace and corporate giving revenue quickly.

Additional Data Enrichment Resources

Social media is an incredibly powerful resource for learning about who your supporters are, why they support your cause, and how you can re-engage anyone who’s losing interest in your work.

If you want to more intentionally incorporate social media into your nonprofit’s marketing, social media appends will help you do exactly that! Turn to professional services to find your supporters online and reel them into your cause.

If you want to keep learning about data-driven strategies, the NPOInfo team is here to teach you all about effective data management! Get started by checking out these educational guides:

 

Learn about demographic appends with this ultimate guide.

Demographic Appends: Stewarding Relationships Through Data

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When it comes to marketing, you need to know who your prospects are and what inspires them to support your cause, so you can send tailored outreach that encourages them to get and stay involved. Demographic appends can help you do exactly that!

Demographic information is a powerful way to learn about your supporters’ backgrounds, especially when paired with other details.

From filling out donation forms to registering to volunteer, supporters share information at every corner. While you’ll naturally gather supporter data throughout their relationship with your organization, there’s much more you can do to ensure you have the complete picture just by appending demographic data.

With the right provider, a demographic append is the most reliable way to fill in any gaps in supporters’ profiles. That way, you can send targeted asks and promote the right opportunities at the right time to maximize their support. This guide will cover everything you need to know to append demographic data for your nonprofit, including:

If you’re ready to go beyond generic appeals, let’s dive in and explore the wonderful world of demographic appends!

 

Let's answer some frequently asked questions about demographic appends.

Demographic Appends FAQ

Before you consider using demographic append services, you should understand the basics of the process. If data appends are a new subject for you, let’s answer some common questions you might have before finding the right data enrichment service.

What is a demographic append?

Demographic appending is a service that pulls essential background information on your supporters, so you can build successful and highly-targeted marketing campaigns. You provide basic information like each supporter’s name, address, phone number, and other defining elements. Then, your service provider will use this information to identify the individual in their database and fill in any missing details in your CRM.

Standard demographic data you can append includes:

  • Age and Date of Birth
  • Gender
  • Income
  • Ethnicity
  • Marital Status
  • Familial Information
  • Education Information

Demographic appending pulls essential background information on supporters.
Combined with other data, a demographic append helps you create a highly-detailed profile for each constituent, allowing you to customize their experience in ways that other nonprofits won’t be able to replicate.

How much does it cost to append demographic data?

The price of demographic append services depends on the provider you use and the number of constituents for whom you’re appending data. Prices vary considerably between providers, but you’ll likely have to spend slightly more for better-quality data.

While it can be tempting to go with the cheapest option available, it’s worth spending a little extra for access to a more comprehensive and reliable database of demographic information.

How long does a demographic append take?

Similar to pricing, the time it takes to append demographic data depends on your service provider and the number of records you’re appending. You’ll usually receive results pretty quickly, but your turnaround time will also depend on how thorough the provider’s checking process is.

How can I increase the accuracy of my demographic append results?

Provide as much identifying information about your supporters as possible. This data might include full names, postal addresses, contact information, and education level. The more details you provide, the easier it’ll be to verify that you’ve found the correct individual’s information.

Moreover, you’ll also want to consider the quality of the demographic append services provider you choose. Those with a more reliable and complete database will increase the accuracy of your results.

What types of demographic data can be appended?

You can pull a wide range of demographic information for each of your constituents. We gave a brief overview earlier, but there are plenty of other background details you can pull for your supporters.

To give you a sense of how they might play into your strategies, here are just some demographics that you can pull:

  • Net worth
  • Age
  • Gender
  • Ethnicity and race
  • Income
  • Marital Status
  • Presence of Children
  • Religion
  • Lifestyle attributes such as hobbies, interests, and occupations
  • Buying behaviors such as online product purchases and online gift registries

These are the most common demographics that nonprofits append.

Remember that the data points your team will find most useful depend on your organization’s needs and strategies.

For instance, advocacy organizations may want to verify that people are of voting age or have particular political views to ensure they’re sending the right advocacy opportunities. On the other hand, an organization that wants to expand its fundraising may want to group donors based on their income levels to send more targeted asks.

Appending demographic data offers plenty of benefits for nonprofits.

Why You Should Append Demographic Data

Demographic appends can help enhance your constituent data, tailor your marketing capabilities, and take your relationships with supporters and prospects to the next level.

If you’re considering appending demographic data but aren’t sure whether it will truly benefit your organization, here’s how the process can impact your organization beyond simply filling in missing fields in your CRM:

  • Create detailed buyer personas: Create a holistic picture of each supporter and identify common trends between groups. That way, you can create buyer personas based on different types of supporters to understand what drives people with specific attributes to get involved in your cause.
  • Shape content strategy: Knowing specific characteristics allows you to deliver relevant content and appeals to supporters, rather than sending generic outreach to your entire constituent database. For instance, donors who have lower incomes likely wouldn’t be good candidates for major giving. Or, if you have a volunteer opportunity that benefits a particular area in your community, you might target former residents.
  • Increase marketing ROI: When you have the necessary information to create targeted marketing opportunities, your marketing team will spend fewer resources creating generic appeals that don’t yield results. Instead, they’ll be able to create highly targeted outreach based on specific characteristics of different constituent segments.
  • Identify intent opportunities: Based on the buyer personas you create using appended demographic data, you can see if anyone in your database might be an excellent fit to upgrade their support. For instance, maybe family-oriented individuals commonly participate in 5Ks and other events that welcome younger audiences. Predicting this behavior will allow your team to nudge the right opportunities to the right supporters.

A demographic append can be incredibly impactful for your cause. Best of all, the right service provider can ensure you receive the most accurate, complete data in a timely manner, so you can start experiencing these benefits as soon as possible.

The demographic append process is straightforward.

The Demographic Append Process

Like any data append, appending demographic data is incredibly straightforward. You just need a knowledgeable provider who leverages a comprehensive database and has a reasonable turnaround time.

After finding a reliable demographic append services provider, here’s what you can expect from the process:

This chart outlines the process for a demographic append.

  1. You share a list of constituents’ names, postal addresses, emails, and other identifying characteristics with your service provider.
  2. The service provider searches their database for any missing demographic details for supporters.
  3. They’ll add missing demographic information and replace any inaccurate data.
  4. After a thorough verification process, they’ll return your constituents’ data with the appended demographic information.

To run an append without a demographic append services provider, you’ll need to pay for access to your own database of demographics. You’ll need to find software that will extract the information for you. However, this isn’t as reliable as having an experienced provider who can manually verify each constituent’s demographic information and deliver the details you need.

Getting started with demographic append services is easy.

How to Get Started with Demographic Append Services

When you rely on a service provider for your demographic append needs, here’s what you can expect:

  1. Shop for a provider. Find a provider that fits your specific needs and ask for a quote.
  2. Send in your constituent records. Your provider will let you know what information they need, like constituents’ names, contact information, and so on. Ideally, the more details, the better for accuracy.
  3. Wait. Appends can take some time to be completed as your provider verifies the information for accuracy.
  4. Receive your appended demographic data. You’ll receive your information to you in an easily understandable format. Then, you’ll likely want to import those results into your CRM.

Check out these great additional resources for data management beyond demographic appending.

Additional Data Enrichment Resources

Your constituents are unique, and to cultivate genuine relationships with them, you need to treat them as individuals. That means going beyond speaking to them using the same generic voice. A demographic append is a reliable way to understand what messages they actually want to receive from your team.

Knowing everything from constituents’ ages to their income levels allows you to send relevant appeals and keep everyone connected to your work. Remember, NPOInfo focuses exclusively as employer appends which can be a great way for you to get valuable information that would grow your corporate and workplace giving revenue. Reach out for a free quote to start gathering meaningful information that will take your cause to the next level.

If you’re striving to continue improving your data management strategies, there are plenty of helpful resources out there. To help, check out this list of helpful resources we’ve put together:

 

Explore this guide to learn everything you need to know about phone appends.

Phone Appends: A Nonprofit’s Data Enrichment Guide

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Calling your devoted supporters is one of the most effective ways to cultivate relationships with them and rally more support behind your cause. However, outdated or otherwise inaccurate phone numbers in your database can do more harm than good by wasting your staff’s time. While some supporters will regularly update their contact information with your team, many people won’t. That’s where phone appends come into play!

Phone appends are a reliable way to keep your CRM up-to-date. When you turn to a trusted data append provider with a comprehensive database of contact information, they’ll help you find any missing or old phone numbers for your supporters. In short, this is the easiest way to bring your database up to speed, so your marketing and development teams aren’t constantly sent to voicemail when they call the wrong numbers.

With this guide, we’ll answer any questions you might have about telephone appends before you start looking at providers. That way, you’ll be equipped to determine whether a phone append is a smart move for your organization and when you should get started cleaning up your database. Here’s what we’ll cover:

Phone appends pose tremendous value for your marketing and development answers. Better data means higher ROI for your marketing efforts and more engaged constituents, so if you’re ready to enrich your data, let’s dive in!

This section covers what phone appends are.

What is a phone append?

Phone appending is the process of updating or adding missing phone numbers to constituent profiles using existing identifying information.

Phone appending is the process of updating or adding missing phone numbers to constituent profiles within an existing constituent relationship management (CRM) system. It involves taking the existing identifying information you have for individuals and cross-checking it with an external, comprehensive database of contact information.

Phone append software and service providers will match the name, email address, and postal address from the contact list you share with the information in the database. That way, you can be sure you have the most accurate phone number to get into contact with supporters. This process empowers you to stay connected with your current supporters, re-engage lapsed supporters, and drive engagement to generate revenue for your cause.

A phone append will pull a few types of phone numbers.

What types of information will a phone number append reveal?

There are a handful of different types of phones available today, and chances are, your supporters have likely shared numbers for all three kinds with your organization. These include:

  • Cell phones: These probably make up the bulk phone numbers stored in your CRM. Being able to call supporters even when they’re on the go is ideal for contacting them whenever.
  • Landlines: Though less common, landlines are still useful in specific situations. In fact, there are still plenty of people who only use landlines, making it the only way to contact them.
  • Business phones: These numbers might be more useful for corporate sponsors or other socially-responsible businesspeople in your database.

The good news is that phone appending can help you verify existing numbers and fill in the missing pieces for you for all three types of phone numbers. Having all three numbers for each supporter will make it much easier to contact them.

Just consider the goal you want to achieve with the conversation to determine which numbers are appropriate to call on top of the contact preferences they’ve expressed to your organization.

The phone append process is easy to understand.

How do telephone appends work?

Phone appending is incredibly straightforward, so long as you turn to a trusted provider to handle the work for you. You provide the data, and they’ll handle the rest.

Here’s what you can expect the process to look like when you work with a phone number appending service provider:

  1. Share a list of names, addresses, and other identifying information with your services provider.
  2. They’ll use batch processing to search for any missing or outdated information for all of your constituents using their comprehensive, reliable database of contact information.
  3. They’ll remove any inactive or otherwise outdated phone numbers and replace them with the updated details.
  4. In some cases, your phone number appending services provider will manually check the phone numbers for you to verify accuracy.
  5. You’ll receive a list of contact information for everyone in your database.

This graphic outlines the telephone append process.

If you’d like to update and verify other types of contact data, like employer data for example, NPOInfo can handle that for you all at once! We focus exclusively on employer appends to help you grow your workplace and corporate giving revenue quickly.

To run a append on your own, you’ll need access to your own database of that information, which requires you to find software that will do the phone appending for you. However, this isn’t quite as reliable as having someone who can manually check the data returned to you.

That’s why we recommend turning to a trusted appending services provider for the specific data you’re looking for. They can manually check everything and ensure you’re only given accurate information.

This section describes the concept of reverse phone appending.

What is reverse phone appending?

This is a specific type of phone appending. It’s when you supply only a phone number. Then, the services provider locates the name, postal address, and other supplemental information associated with that phone number.

Phone appends offer plenty of benefits for nonprofits.

How will a phone number append impact your organization?

Whether you’re a national advocacy organization or a local charity, phone appending can positively impact your organization in more ways than you might think.

For instance, you can expect these bonuses by successfully appending phone numbers stored in your organization’s CRM:

These are the key benefits you can expect from a phone append.

  • Enhanced fundraising opportunities. Calling constituents plays into a wide array of developmental efforts. Call your major donors every once in a while to strengthen their commitment to the cause. You can even use phone numbers for specific fundraising campaigns. For instance, a phonathon and text fundraising are some of the best ways to request donations from supporters. If you reach out to people who have previously supported your cause, they’re much more likely to give than if you reach out to people who don’t already have a connection with your cause!
  • Open lines of communication. Easily get into contact with your supporters by quickly calling them up. Having their cell phone numbers also opens up the opportunity for text outreach, so you can share the latest updates from your cause with anyone who prefers to hear from your team via SMS. In fact, fundraising research found that text message audiences grew by an incredible 26% last year, while text message volume grew by 14% for nonprofits.
  • More effective advocacy efforts and political campaigns. Phone and text banking make it easy to reach out to supporters who live in areas affected by a particular advocacy movement or political campaign. That way, you can get them to rally behind your policies and vote for positive change.

Enriching your organization’s data is a powerful opportunity so long as you do so ethically and effectively. In any case, know that you should always adhere to their opt-out preferences. If someone opts out of your phone solicitation, make a note of it. Otherwise, if they keep getting texts and phone calls when they’ve indicated they don’t want to, this will negatively impact their relationship with your cause.

These are the data points you'll need to share with your phone number appending services provider.

What information do you need for a phone append?

You’ll need to provide as much identifying information from your CRM as possible. The more information you can provide, the better!

Some of the information you need to provide includes:

  • Name
  • Postal address
  • Phone numbers
  • Email addresses
  • College/university
  • Last donation amount
  • Last donation date

Don’t worry about extra data in your file. Your phone number append services provider will know exactly what to look for, and as we mentioned, the more data you can share, the better. This helps your phone number appending services provider more accurately identify your contacts and locate the correct contact information.

The price of phone appending depends on a few factors.

How much does telephone appending cost?

Just like timing, phone appending costs vary depending on the number of constituents you have. It also depends on the phone number append service you use.

While it can be tempting to go with the cheapest option you find, bear in mind that spending a little extra often means you’ll have access to a more comprehensive, reliable, and quality database of phone numbers.


Get started with NPOInfo's phone number appending services.

How can you get started with phone appending?

If you’ve decided a phone number append is a smart move, reach out to the data experts.

Here’s what to expect:

  1. Get a quote. Gather quotes from providers who offer this type of service. Quotes will typically be based on your anticipated record count.
  2. Send your records. Securely send your records with the information requested by your provider.
  3. Wait. Appends take some time as providers go through thorough checking and verification processes.
  4. Receive your appends. You’ll receive phone numbers and typically an estimation of accurate the provider is in their results.

Check out these great additional resources to learn about phone appends and other data enrichment practices.

Additional Resources

Your constituents want to hear from you, but reaching out is challenging when you have inaccurate contact information for them! A phone append will clean up your database and ensure you’re calling the right numbers to contact donors, volunteers, sponsors, and any other constituents.

If you’re considering other ways to enhance your donor database, NPOInfo is happy to help with our exclusive focus – employer appends! Just reach out to request a quote, and we’ll make sure to get back to you as soon as possible. That way, you can start successfully reaching out to your constituents – whether by phone or email – about their workplace giving eligibility.

In the meantime, explore these educational resources if you’re still curious about effective nonprofit data management: