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Are Your Annual Fund Solicitations Actually Donor Centric?

Words are a powerful tool. We are taught from a young age to respect the power of our words and the impact they might have on others.

Our words especially make a difference when it comes to fundraising.

Our industry talks about being donor centric in the words we use to engage and solicit our constituents. Sometimes, though, we fall short in achieving that ideal. Most of us stick to the same tried-and-true language without critically reflecting on its meaning, its effect on our constituents, and its effect on our bottom line.

Let’s take a look at three of the most common words and phrases that we use as a community, then assess other options that could better reflect our intentions.

1. “Need” → “Opportunity”

“Area of greatest need.” “We need your support.” “Your gift fills the need for…”

As fundraisers, especially in education, we often tell our constituents what we need. And more importantly, we tell them that we need something (gifts, volunteers, time, etc.).

The reality is that our institutions are not needy. Refugees from war-torn countries are needy. Your community’s homeless are needy. But our institutions are not. There are many ways to make your institution better, more effective, and more attractive to potential students—but they aren’t needs.

Instead of using the word “need,” consider using the word “opportunity.” An area of greatest need becomes the area of greatest opportunity. Rather than telling our constituents that we need their support, perhaps we can describe the various opportunities available for their investment.

This small tweak in language will help empower your donors to propel you forward, not simply help you stay afloat.

2. “Gifts” and “Donations” “Investment”

In the millions of email and direct mail solicitations that go out each year, the most common refrain is to ask for someone’s gift or donation. And you know what? For the most part, this seems to work.

Looking at industry-wide renewal rates, however, it seems that most institutions and organizations struggle to renew their donors from year to year. A recent AFP report found that the average donor renewal rate is only 46 percent.

High amounts of time, effort, and resources go into creating and running consecutive giving societies. But are we stunting that progress by using the words “gift” and “donation” to describe the commitments of our constituents?

In truth, our institutions don’t actually want gifts and donations. Those terms imply one-time occurrences with no future commitment or engagement. You make a gift and you move on.

What we really want is the continued support of our constituents.

When donors invest in our institution, they feel connected to the end results. The successes or failures of our students, staff, and faculty come back to their involvement. Donors who feel like they’ve made an investment will stay involved to ensure that their contributions make a positive difference.

So instead of asking for a donor’s year-end gift, try asking for their continued investment at the end of the calendar year. Remind them that this place is their own and that they can help guide its direction and success. Use your language to help create long-term relationships between your institution and its constituents.

3. “You” “We”

Most of the articles about fundraising language advise fundraisers that we can’t use the word “you” enough. It’s generally agreed upon that “you” is donor-centric and makes constituents feel like they are a part of the solution.

On the other hand, the word “you” also implies that the donor is in this alone. “You” does not speak to the collaborative efforts of a group.

As an industry, we should always strive to create partnerships between our institutions and our donors. This is not to say that we shouldn’t use “you” at all—but don’t forget to include “we” in your messaging.

It takes the collective “we” to achieve what we do. Remind your constituents of that every chance you get.

When it comes to fundraising, our words absolutely make a difference. The smallest details can often make the biggest impact. I encourage you to be intentional about your word choices as you craft your next appeal or solicitation.

Learn how the annual giving team at Oklahoma State University is better personalizing their asks this year.


Josh Foladare is the senior director of alumni relations and annual giving at St. John Fisher College and formerly the director of annual giving at Hobart and William Smith Colleges. When he is not helping raise money to make the colleges great, you can find him brainstorming new ways to explain what he does at work to his friends and playing with his two rescue dogs. Connect with him on LinkedIn.

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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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