Philanthropy Engagement Techniques

LinkedIn for Nonprofits really doesn't need to be complicated. Here are 8 simple approaches your charity can try today 👇 1. Turn Board Members Into Network Amplifiers 🤝 Your board isn’t just for governance, they’re your LinkedIn megaphones. Equip members with snappy, ready-to-share posts about campaigns or impact. Don’t just ask them to reshare your content: craft “board ambassador kits” with sample posts, topline stats, and hashtags that embed your message in their networks. 2. Go Deep With Boolean Search for Ultra-Niche Volunteers 🤓 Need a specific skill set (“French-speaking videographer in Manchester”)? Stop waiting for unicorns and start using LinkedIn’s advanced search with Boolean operators. String terms together (“volunteer” AND “videographer” AND “Manchester” AND “French”) and reach out directly. We often use this for specialist Digital Trustees. 3. Treat Your Career Page as a Culture-Sharing Platform, Not a Job Board 🌱 Don’t just list roles on your Career Page, use it to tell stories about your values, highlight day-in-the-life snapshots, and showcase micro-videos of staff sharing what makes your workplace unique. Show culture, not just job specs. 4. Supercharge Videos With Behind-the-Scenes Moments and Hyper-Short Cuts 📹 Attention spans are even shorter on LinkedIn than TikTok. Make bite-sized (30–90 seconds) “real world” videos featuring staff, volunteers, or project beneficiaries. Capture mini-moment, like someone explaining why they joined, footage from last night’s event, or a mission “fail” you learned from. Authenticity > polish. 5. Build Hyper-Targeted Donor Lists by Deep Diving into Connections 🪆 Export your board and team connections, cross-reference with your target funder or major gift prospect lists, and spot hidden “warm links.” This approach often uncovers connections staff didn’t even know about, opening doors to new major gift prospects. 6. Make the Most of LinkedIn Newsletters for Outbound Inspiration 📖 You can publish a LinkedIn Newsletter from your nonprofit’s page. Use it to share exclusive impact stories and sector insights. End every newsletter with a strong call to action—“Join us”, “Share this”, or “Nominate a changemaker”. Point to content you have on your site, blog or socials. Curat. Keep it simple. Keep it audience focused not organisation focused. 7. Tag People in Your Video Posts for Maximum Shareability 🏷️ When you post a video, tag every individual who appears—even minor participants. It’s a proven catalyst for resharing and exponential reach across networks, which is especially powerful when showcasing events or testimonials. 8. Set up a one-hour “LinkedIn Power Hour” ⏰ A monthly one-hour session where your team tests one high-impact LinkedIn tactic - like turning board members into amplifiers or finding niche volunteers. Involve staff beyond comms, set clear micro-goals, and use the time to experiment live on LinkedIn. Track results, share learnings, and build momentum.

I've seen so many nonprofits wait until the last minute to collect stories they need for their next fundraising campaign. You’re a week or two away from launching your next big campaign, and your marketing director sends the team an email. “Anyone have any stories to illustrate…?” Suddenly, everyone is scrambling. Someone remembers a client who said something powerful… but it was 6 months ago. Mayyyyybe there’s a photo somewhere. The staff member who oversaw that really cool project? They’ve left. It doesn’t have to be this hard. If storytelling is one of your most powerful fundraising tools, then you need a system to capture stories all year long – not just when you need them. My recommendation? 1️⃣ Set up a shared “Story Bank” CRM. This is a central place where everyone can drop in client stories, donor quotes, Board anecdotes, or milestones as they happen. Use something like Airtable or Notion where the information can be searchable by program, date, and theme. 2️⃣ Create a routine rhythm of having your team add to the Story Bank on a monthly basis. This doesn’t have to be full-blown stories – just moments & emotions that can be fleshed out later. 3️⃣ Commit to sharing stories. A Story Bank that just collects stories and is never used isn’t of much value. You need to actually tell the stories you collect. Commit to sharing a story at least once or twice per month. The truth is, your nonprofit is already creating plenty of meaningful moments and success stories. You just need a system to collect & share them. What is your organization doing to collect Impact Stories?  What tools do you use to aid in the process?

If I'm in charge of revenue at a large nonprofit, I can't ignore these realities 👇 -Donors giving below $100 are down ~9% (and have been trending down) -Donors giving below $500 are down 4% (and have been trending down) -Slower income growth & less disposable income for most -Middle-class households under economic pressure -The rapid decline of religion (that has giving as a core tenet) -Decline in institutional trust -Not only is charitable giving largely stagnant as a % of the GDP, but we also haven't been able to grow share of wallet -Donors giving $5k-$50k are up 1% -Donors giving $50k+ are up ~3% And if I look around at what other nonprofits are doing, I might see 👇 -Marketing getting louder -Frequency cranked to 11 -Tired tactics with little differentiation And if strategy is about how an organization applies strength against the most promising opportunity or the most critical challenge, I need to address the problem head on. Three ideas... 1) Instead of getting louder, get closer to donors. -Jeffersonian dinners -"Jobs To Be Done" interviews -Measuring donor satisfaction -Rating the donor experience -Cross train across the org on how to listen to donors -More thoughtful prioritization and segmentation -Do things that don't scale; you will likely not "scale" anyways (but you'll very likely grow!) 2) Focus more energy on the people who *can* give more. That doesn't mean you should ignore the $100 donor. Two things can be true at the same time: most of your limited human hours are best spent on people who can give >$10,000, AND, you can treat the $100 donor like they're an important part of the team (because they are). -Create tiered caseloads (A, B, C, D donors) -Develop a donor engagement plan for each tier -Treat mid-major donors like true partners: frequent report backs, project proposals, town halls, feedback loops, in-the-moment updates -Focus your work in the 'mass' file to identify the best prospects for a mid-major treatment, and work to move as many OTGs to recurring (monthly) or re-occuring revenue (quarterly, yearly, etc.) 3) Promote giving from assets across the donor file—and make it easy to do so Russell James taught me this. When people give from their assets, the gift is likely to be larger. And they are more likely to give again. Giving from assets (like stocks and shares, tax-savings accounts, retirement accounts, DAFs, gifts of life insurance, etc.) is often the smartest way for donors to give—no matter the size of gift. But many donors simply don't know it's an option. -- We're partnering with growth-minded nonprofits to implement all of these ideas, and more. If you think it's time you create a solid midlevel giving strategy (not just a standard appeal with an open ask), give me a shout.

Donors don’t remember what you asked for. They remember how you made them feel. No donor remembers your budget line. They remember the moment they felt seen. Last year, I worked with a mid-sized charity struggling with donor retention. Their appeals were beautiful — but donors weren’t coming back. When we looked closer, it wasn’t the messaging that was broken. It was the feeling. Or more accurately, the lack of feeling. Every email spoke at their donors. None spoke to them. So we rewrote their follow-ups. We started with: “You made this possible.” We ended with: “How did this story make you feel?” Within six months, repeat giving rose by 38%. Fundraising isn’t persuasion!!! It’s connection!!! Donors don’t remember the amount you asked for — they remember the moment you helped them feel part of something bigger than themselves. Before you send your next appeal, pause and ask: → “Where’s the feeling in this message?” → “Would I be moved to respond?” If the answer is no, start again. This is the philosophy that drives all my work: Fundraising is meaning, not money. AI, data, and strategy matter — but they should amplify empathy, not replace it. If you’re rethinking your donor strategy for 2026, start with how you make people feel. That’s where loyalty — and legacy — begin

How to raise $50,000 in 30 days using 7 AI prompts (you’ve never thought to use): AI won’t replace fundraisers. But fundraisers who use AI strategically will absolutely outperform the ones who don’t. These 7 prompts aren’t basic. They’re engineered to unlock human behavior, decision-making psychology, and funding at scale. 1. Prompt: “Analyze our past 10 email campaigns. Identify the emotional tone, structure, and CTA that drove the most clicks and donations. Suggest 3 new email angles based on behavioral trends.” Why it works: Donors respond to patterns. This prompt uses your own data to reverse-engineer what actually moves people, not what feels right. 2. Prompt: “Write a donor pitch using the ‘Commitment-Consistency’ principle from Cialdini, reference a donor’s past actions and show how giving now is aligned with who they already are.” Why it works: People are more likely to act in ways that align with their self-image. Donors who’ve volunteered, signed petitions, or shared your content? This is how you turn engagement into dollars. 3. Prompt: “Create a 3-part story arc for LinkedIn posts that subtly shift a corporate contact from passive observer to strategic partner, without ever asking for money.” Why it works: It’s called affinity priming. AI scripts the story. LinkedIn builds trust. You close the deal. 4. Prompt: “Generate 5 donor thank-you messages tailored by giving tier, use loss aversion and social proof to increase chances of a second gift.” Why it works: “Thank you” is a sales moment in disguise. This prompt makes it count. One client turned 23% of first-time donors into recurring givers using tiered messaging like this. 5. Prompt: “Draft a voicemail script for a lapsed donor using the Ben Franklin effect, ask for a small favor instead of a gift, to reactivate the relationship.” Why it works: People feel closer to those they help. Use it to rebuild trust without making an ask. Often, the donation follows. 6. Prompt: “Identify 3 psychological barriers to giving on our donation page. Rewrite the copy to reduce friction using clarity, scarcity, and immediacy.” Why it works: Most pages leak donations. This prompt fixes that, leading to real revenue recovery. One org tested this and saw their average donation increase from $48 to $71 just by shifting copy. 7. Prompt: “Write a short pitch that reframes our mission as a business case for corporate ESG leads, focused on risk reduction, brand lift, and employee retention.” Why it works: Companies don’t give because of charity. They give because it aligns with strategy. This prompt flips the frame, and unlocks five-figure partnerships. These are just a few of the 40+ AI scripts inside our AI Launchpad Cohort, a hands-on experience for nonprofits ready to raise more with less guesswork. Comment Launchpad and we’ll send you details about the upcoming cohort. With purpose and impact, Mario

How I get new individual donors (my entire strategy) People think to get new major donors, you need:  - huge brand - big marketing department - gala with celebrity co-chairs and host committee - paid ads - lots of media Here’s my 4-part method (that includes none of that 👆) that’s helped me and my clients raise $66M and counting from individual donors. (Nothing wrong with any of that stuff, it’s just all very difficult to manage, expensive and time-consuming - and good for you if it works for you!) Part 1/4: Referrals ➡️ Ask current donors ➡️ Ask board members ➡️ Ask email subscribers to share the email with a friend I tack a referral ask onto every conversation that I think “goes well” If the donor is all in, then they are likely to intro us to someone else. Easy. Btw, this usually creates more work for me with all the new intros, so I don’t have as much pressure for parts 2-4 to work right away. Part 2/4: Zero-Cost Intimate Gatherings (hosted by donor, board member) What the nonprofit does: (Me)  - Guide the host on the right “who” to invite  - Advise the host on how to share from their heart What the donor or board member does: (Them)  - Plans, executes, and pays for the whole thing  - Invites their network to their home It’s personal. It’s intimate. More people /= better.  We’re going for the RIGHT FIT people. I do this 4x a year. Bada-Bing Bada-Boom.  New major donor pipeline. Part 3/4: LinkedIn: Organic Posts & Outbound Outreach I write about the nonprofit like it’s my job. - My first-hand experience blog-post style on a “vision trip” - Most compelling impact stats and “story of 1” with photos  - Big picture thought leadership stuff I do this 2-3x a week. I connect with people who: 1. Look like the ideal donor profile 2. Mutual connections with my current donors and board members Ideal donor profile: (for example)  - CEO or C-suite of mid-size company  - Generous (volunteer history)  - Cares about [issue or cause] If I need more donors, I’d send 50-100 connects a day. Part 4/4: Convert Raving Fans I look at all the people involved  Who haven’t donated in the last 6-12 months ✅ Event attendees  ✅ Volunteers  ✅ Email subscribers who clicked  ✅ Social media commenters and followers I reach out, gauge interest, and ask them to donate. I do this 1x a week. That’s it. This 4-part method is what I teach my clients with templates and coaching along the way. My client shared with me last week she did this method, and here’s the update: - Donor-hosted event 1 month away with a $250,000 goal, they’ve already raised $150,000 for - the host is giving $50k with new people attending  - Got 20 meetings with new people connected to current supporters and interested in getting more involved (she did 100 outreach connects total) All this in just 6 months. This is an organization with a $1M budget in Indiana, and the ED is the sole fundraiser. If you’d like help with this, let me know. 

My nonprofits in the community - are you planning a donor survey in the next two months? Here are some examples of how you can ensure that the data does not sit silently in your work folders but actually lets it help you take meaningful actions. Example 1: Say your survey question is: "How likely are you to continue donating to our organization in the next year?" ● Data says: If 60% of donors say they are "very likely" to continue donating, but 30% are "somewhat likely" and 10% are "unlikely," this indicates a potential drop-off in donor retention. ● Turning that data into action: Focus retention efforts on the "somewhat likely" group. Create a targeted campaign that re-engages these donors by highlighting recent successes, impact stories, or new initiatives they might care about. Additionally, reach out to the "unlikely" group to understand their concerns and see if any issues can be addressed. Example 2: Say your survey question is: "Which of the following areas do you believe your donation has the most impact?" ● Data says: 50% of respondents say their donation has the most impact on "Education Programs," while only 10% say "Healthcare Initiatives." ● Turning that data into action: Understand the why and promote the success and need for your "Healthcare Initiatives" more prominently, aiming to increase donor awareness and support in this underfunded area. Example 3: Say your survey question is: "What is your primary reason for donating to our organization?" ● Data says: If the top reason to engage is "Alignment with my values" (40%) followed by "Transparency in how funds are used" (35%). ● Turning that data into action: Emphasize your organization's values and transparency in all communications. Regularly update donors on how their funds are being used with clear, detailed reports, and align your messaging with the core values that resonate with your donor base. Example 4: Say your survey question is: "How satisfied are you with the level of communication you receive from our organization?" ● Data says: If 70% of donors are "satisfied", 20% are "neutral," and 10% are "dissatisfied," there's room for improvement in communication. ● Turning that data into action: Understand the "neutral" and "dissatisfied" groups to pinpoint where communication may be lacking. This could involve increasing the frequency of updates, personalizing communications, or providing more opportunities for donor feedback and engagement. Sit with the data you collect. Read the numbers. Read the stories. Read the hopes, barriers, and interests of those humans in your data. The best possibility of a survey is to make the humans in that data feel included and belong by listening and acting on their perspectives. Co-create change with your community in those surveys. #nonprofits #nonprofitleadership #community #inclusion

One year ago, my team set out with a simple but ambitious idea: could a Virtual Engagement Officer engage donors independently and deliver meaningful results? Today, with more than 70,000 donors managed, the answer is yes. The scale of Autonomous Fundraising is remarkable—and among the most compelling reasons is the quantifiable data. With a wide spectrum of use cases and organizations across nonprofit verticals, sizes, geographies, and donor demographics, we can now confidently answer a common question: which donors respond best to Autonomous Fundraising? What strikes me is how the data confirms certain assumptions and challenges others. When the goal is dollars in the door, recency matters more than giving capacity: •Over 88% of the top-dollar donors engaged by a VEO had lapsed no more than one year. •Only 9% had lapsed more than three years. •A current $500 donor is often a better bet than a $1,000 donor last seen five years ago. As a fundraiser, this isn’t surprising at all. While we all have stories of long-lapsed or first-time donors suddenly surfacing with major gifts, they’re far less statistically likely in both traditional and autonomous fundraising. The best performing portfolios consider both today’s revenue and tomorrow’s prospects, balanced with: •75% current donors with upgrade potential.  •25% recently lapsed donors with strong giving history. That mix consistently surfaces donors ready to graduate into a gift officer’s portfolio. Demographically, donors between ages 50–72 show the highest engagement and strongest giving. Donors who reply, click, and open messages—even modestly—become some of the most loyal over time. Of those who readily engage with the VEO, nearly 50% have given at least once, and more than 25% have made multiple gifts since being assigned to a VEO portfolio. The VEO’s purpose is to strengthen connections that lead to giving, and this data shows it is delivering on that promise. These patterns hold across very different contexts—from organizations with hundreds of thousands of active donors to smaller nonprofits with only a few thousand. More importantly, they provide a framework for designing portfolios aligned to specific goals: immediate revenue, building tomorrow’s pipeline, or re-engaging donors during the window when they’re statistically most likely to return. One year in, the lesson is clear: many donors thrive in Autonomous Fundraising portfolios, and now we know who they are. The bigger opportunity is what comes next. With 97.5% of donors traditionally unmanaged, this framework gives us a way to reach them with the attention they deserve—and a foundation for exploring how strategies evolve, how donor perception shifts, and how growth carries forward into year two.

Your Impact Report is Probably Boring (And It's Costing You Donors) One approach puts donors to sleep. The other opens wallets. Which are you choosing? Effective storytelling in impact reports is key. Here's how to do it: Start with a Hook: Before: "We provided 10,000 meals last year." After: "Maria turned our food bank into a stepping stone for her family's future.” Use the "Before and After" Technique: Before: "Our job training program had a 75% success rate." After: "John went from homeless to homeowner in 18 months. Here's how our program made it possible..." Incorporate Sensory Details: Before: "We built a new playground." After: "Where there was once an empty lot, kids now laugh and play. The bright red slides and yellow swings have brought new life to the neighborhood. Parents chat on nearby benches, watching their children make new friends and create lasting memories.” Showcase Donor Impact: Before: "Your donations helped us achieve our goals." After: "Because of supporters like you, Sarah received the life-saving surgery she needed. Here's a letter from her family..." Use Data Visualization: Before: "We increased literacy rates by 40%." After: [Include an infographic showing a child's journey from struggling reader to honor roll student, with key stats along the way] End with a Clear Call-to-Action: Before: "Please consider donating." After: "For just $50, you can provide a month of tutoring for a child like Tommy." How to implement this: ☑️Identify your most compelling success stories ☑️ Gather quotes and personal anecdotes from beneficiaries ☑️Collect before-and-after photos or data points ☑️ Craft your narratives using the techniques above ☑️ Test different versions with a small group of donors ☑️ Refine based on feedback and roll out your new, story-driven impact report

An appeal isn't just a request for donations—it's about creating experiences that donors treasure. It's crucial to understand that we're not asking donors to support our mission; instead, we're aiding them in fulfilling their vision of a better world. Here’s how we make donating a joyful and meaningful act: 1. 𝐑𝐞𝐟𝐫𝐚𝐦𝐢𝐧𝐠 𝐭𝐡𝐞 𝐍𝐚𝐫𝐫𝐚𝐭𝐢𝐯𝐞: Shift the focus from needs to highlighting opportunities for donors to make significant changes in the world. 2. 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Provide donors with intimate insights and special access to see the impact of their contributions firsthand, making them feel like integral parts of our journey. 3. 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐀𝐩𝐩𝐫𝐞𝐜𝐢𝐚𝐭𝐢𝐨𝐧: Move beyond standard acknowledgments. Customize your gratitude to reflect the unique impact of each donor’s contribution. 4. 𝐒𝐡𝐨𝐰𝐜𝐚𝐬𝐢𝐧𝐠 𝐈𝐦𝐩𝐚𝐜𝐭 𝐒𝐭𝐨𝐫𝐢𝐞𝐬: Share powerful stories that illustrate the direct results of their generosity, portraying donors as the heroes of these narratives. We have the power to transform giving into an enriching experience, elevating our donors from mere supporters to valued partners in a shared mission. By engaging donors meaningfully, we celebrate and support their aspirations to improve the world.