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5 donor engagement campaigns to launch this year

Time is of the essence when it comes to donor engagement, and setting up personalized video campaigns might sound like a daunting task. But fear not! We’re about to unveil a game-changing strategy to engage supporters throughout the year, minus the hours of manual labor!

Picture this: 5 personalized video campaigns, each designed to tug at the heartstrings of specific donor groups. The best part? You can set up each campaign in just one day. It’s true – you only need one day to connect, engage, and inspire your donors.

Related: Learn how you can create personalized video campaigns with ThankView.

Additionally, we’ll sprinkle in ideas of how to bridge the digital and physical worlds, creating an unforgettable experience for your supporters by adding direct mail into the mix, too.

Let’s go!

1. Welcome first-time donors

A monumental moment in any donor’s journey: their first gift!

Extend a warm welcome to your first-time donors by saying “You’re officially part of the family!” Share impactful stories, showcase upcoming projects, and make them feel like rock stars for joining your cause.

See how the team at Bentley celebrates new donors’ first gifts with a video that shares just how important their generosity is. This email achieved an 85% open rate!

Pro-tip:
Follow Bentley’s lead by creating a video that feels relevant, but does not include time-sensitive information so it remains usable for years.

2. Celebrate career changes

Colleges and Universities pride themselves on providing the degree that shapes the career arcs of their graduates. And yet, more than 95% of career updates from recent job-changers are not in a typical college’s database (source: EverTrue), resulting in missed acknowledgment opportunities. Let’s celebrate and throw some confetti for donors who’ve taken on a new role!

In just one month, the NC State team congratulated over 2,600 job changers via ThankView. These ThankView “congrats!” videos recieved a 73.4% average open rate and 34% click-through rate. After receiving their “congrats!”ThankView, 5 of these job changers (and counting!) have made an annual gift and137 updated their contact information.

3. Thank a Giving Day donor

Giving Days are focused on getting as many donations as possible in a short period of time, and often rely on crowdfunding. Share the instant impact of a donor’s gift – no matter if it’s $5 or $500 – and get them even more excited about the difference their gift is making. Encourage donors to share the importance of Giving Day with their friends and get ready to see those donations roll in.

 

The team at Davidson College achieved perfect pitch with this giving day thank you video:

 

Pro-tip:
Take your Giving Day promotion a step further with direct mail targeting constituents without a contactable email. Once they’ve made their gift online, you’ll have a new email address to send a personalized video to!

The team at Texas Christian University used direct mail to promote their day of giving. Learn more.

4. Re-engage LYBUNTS and SYBUNTS on their gift anniversary

Ongoing support from your donors is critical (we see you, retention warriors!). Using video is a straightforward and uber-personal way to show gratitude and showcase the noteworthy milestones achieved with their support. Putting the spotlight on the success stories that come from their generosity allows them to take center stage in the narrative and provides a perfect opportunity for a gentle nudge, encouraging them to renew their support or participate in upcoming events. 

This example of the University of Alabama’s gift anniversary ThankView is sure to provide some inspiration.

Pro-tip:
Combine this digital campaign with direct mail to engage even more donors.

Hope College's direct mail Gift Anniversary campaign was a roaring success, achieving a 100:1 return on investment! Learn more.

5. Throw your donors a mini birthday party! 🥳

What’s one thing that every single one of your donors is guaranteed to have? A birthday! Set up a recurring campaign to make your supporters feel the love from your organization. Maybe this celebration comes in the form of a special message from someone impacted by their generosity, or maybe it’s a fun (and reusable) video featuring your mascot, or maybe it’s you, putting a friendly face to your organization.

Pro-tip:
Use a mini whiteboard to write a personal message that will show up in the video thumbnail.

(Check out our 12 Months of Donor Engagement Strategies with ThankView for inspiration on how to keep connected with donors all year long.)

In a nutshell, all of these campaigns can be set up and sent out same-day, making them a low-lift touchpoint that speak to your donors’ hearts. Map out your strategy, start recording, and let the power of personalized video help crush your 2024 fundraising goals!

Endowment Spending & Growth Calculator

Enter your fund's current value and adjust the return, spending, and inflation sliders to see how its value in today's dollars changes over time.

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4. Continue to Steward Donors

Your relationship with the donors who give to your endowment doesn’t end when you secure their gifts. Because your endowment exists to make a difference in the long term, your supporters will want you to keep in touch about its progress. Ongoing stewardship means keeping donors updated about your endowment’s performance and impact. A report that strengthens your relationship with donors should cover:
  • The fund’s balance at the start and end of the year
  • Spending amounts and allocations
  • How the fund’s returns compare to your investment targets
  • A short narrative detailing the specific impacts the endowment achieved
Create a report for each endowment rather than sending an identical document to everyone. A donor who endowed a scholarship wants to hear about the students it supported, while a donor who endowed a building fund wants updates on construction projects.

5. Upgrade Your Endowment Management Tools

Your endowment management tools should make applying your spending policy across every fund easy. Investing in dedicated software is especially useful as your endowment grows. Handling unitization in spreadsheets might work for a few funds, but as you begin to manage dozens or hundreds of gifts, dedicated software can save your team time spent manually calculating gains and losses for each one.

Why Nonprofits Need Dedicated Endowment Management Software

Dedicated endowment software brings accuracy and consistency to every part of the management process, from tracking individual funds to improving security. See how these solutions compare to a spreadsheet-based approach: nfographic table outlining the information below.

How These Methods Compare:

In managing your endowment with traditional spreadsheets, you may see:
  • High administrative burden: Manual entry across disconnected systems
  • Limited security and audit footprints: Reduced version control and audit trail visibility
  • Difficulty with donor transparency: Spreadsheets provide only static data that is difficult to turn into custom results.
By using dedicated software, you are likely to find the following improvements:
  • Lower administrative burden: Automated fund tracking and calculated allocations
  • Enhanced security and audit footprint: Audit-ready reconciliation with clear tracking
  • Greater donor transparency: Connects with reporting platforms
Dedicated endowment management software keeps your organization compliant while freeing up the time your team once spent manually managing spreadsheets.

Secure Your Endowment with Balance by EverTrue

Effective endowment management begins with excellent accounting. Balance by EverTrue handles unitization, applies spending rules, and produces audit-ready reports, so your team can spend more time on the donor relationships that built the fund in the first place.
  • Turn your data into a clear picture of long-term impact. Combine accurate fund accounting with donor reporting that showcases impact.
  • Connect with the tools you already use. Pair Balance with Impact by EverTrue and ODDER by EverTrue to create and deliver compelling digital endowment reports that you can send to donors with ease.
  • Know where every fund stands in real time. Check market values, gift history, and available spending for any fund. Then, share view-only versions with your team, so everyone stays informed.
With Balance, your team can stop spending all your time on manual management and instead add balance to your endowment workflow.

Additional Resources

To learn more about managing your endowment and other ways that technology can help your organization, check out these additional resources: Less stress, higher endowment funds. Discover how Balance provides the organization, security, and accuracy your endowment needs. Request a demo.
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