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From Boom Boxes to Big Impact: Your Questions, Answered

During our recent webinar with the New Mexico State University Foundation, the chat was popping – and rightfully so. Their monthly “Thank Every Aggie” (T.E.A.) video series is equal parts nostalgic, scrappy, and wildly effective.

You asked incredible questions throughout the session, and we promised to follow up with answers. So, here they are, straight from the NMSU Foundation team.

 Strategy + Cadence

How often do you send stewardship videos?
Every month! For example, anyone who makes a gift in April gets a T.E.A. video in May, and so on. They’ve also refined their data pull to ensure each donor only gets one video per month, even if they gave multiple times.

Do monthly recurring donors receive these too?
Yep. If they gave that month, they get the video.

Do all donors get the same video, regardless of giving level?
Yes. That’s the point. From $0.01 to $1M+, everyone gets a thank you. Major donors also receive tiered acknowledgment cards, but the videos go to all.

How do you handle thank-yous for tax receipts or formal acknowledgment?
Year-end giving summaries and tax receipts are handled separately, but each video is a touchpoint logged in their CRM.

Content Creation + Themes

How do you come up with new video ideas each month?
They have an 18-month list of themes (yes, really), but they also go with whatever idea sparks the most laughter in the office. Many of their favorite videos – like the Ferris Bueller homage – came together last-minute with whoever was around that day.

Why the ’80s theme?
Donor data showed the largest giving cohorts graduated in the 1980s, so the team leaned into nostalgia: The Breakfast Club, Ferris Bueller, Say Anything… all big hits.

How long are the videos?
The sweet spot is 60–90 seconds. Enough time to deliver a message, but short enough to keep attention.

Do you reuse content or create new videos each month?
Every month gets a fresh video. Some are themed. Some are heartfelt. All are human.

Production + Student Involvement

How are the videos filmed?
Most are shot by their talented Senior Visual Media Specialist, Ralph, using real camera equipment. But yes, iPhone footage makes appearances too (just no Blair Witch–style shaky cam, please).

How do you recruit student participants?
It’s mostly volunteers: student workers, student government reps, and creative media majors. No auditions—just enthusiasm and a willingness to have fun on camera.

Tips for filming students?
Keep it relaxed. Give them a script, show a clip from the movie you’re spoofing, and let them make it their own. Skip the teleprompter, it’s too stiff. Cue cards held off-camera work better.

Distribution + Email Copy

What kind of email copy accompanies the videos?
Short and sweet. The subject line and landing page are personalized (“NMSU has a video for you, Nick!”), and the tone is casual – no “Mr. Dakins” here. Just “Nick.” It’s all about bringing the tone back to something personal and warm.

Do they send mail, too?
Yes – for major milestones, first-time gifts, or planned gifts. Donors receive tiered, signed cards (not postcards) with rotating imagery, in addition to the T.E.A. video.

Metrics + ROI

What kind of metrics do you track?
They use ThankView’s built-in analytics to monitor:

  • Open rate (avg. ~60%, compared to 34% industry avg)
  • Video starts and completions
  • Replies
  • Individual engagement

Do you track retention?
Yes. They’ve moved from form letters to a data-driven, multi-touch model (email + card). While exact ROI from T.E.A. isn’t isolated, they’ve seen clear donor retention lift month-over-month, especially when looking at donation timing post-send.

Do you share metrics with leadership?
Absolutely. The team screenshots campaign performance and replies, and shares them regularly. Feedback from top donors – even a former coach from the ‘60s – helped build trust and expand their creative freedom.

Do you track this in your CRM?
Yes. They use Blackbaud Raiser’s Edge, and all stewardship videos and comments are logged as touchpoints in donor records.

Final Advice from the Team

Treat every donor like a person, whether they gave a penny or a million bucks.

Be creative, ask for help, and don’t be afraid to make it fun.

A genuine thank-you goes a long way. Having fun with it is even better!

Want help launching your own Thank Every [Insert Mascot Here] campaign? Interested in seeing more examples or strategizing creative donor engagement ideas? Reach out! We’ve got you covered.

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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