Five Tips for Getting More from Your Existing Donors
1. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Five Tips to Getting More from
Your Existing Donors
2. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Getting More from Existing Donors
1. Understand Current Donors and Fill Information
Gaps
2. Giving History – How Often, How Much and
When
3. Ask for the Right Amount
4. Refresh Your Message
5. Use a Personal Touch
3. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Understanding Your Donors
• Do you have complete, up-to-date
information?
• Full name, contact information (required)
• Age, gender and other demographic information
(required)
• Contact preferences (required)
• Family, business and organisational relationships
(need to have)
• Other interests (bonus)
4. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Filling the Information Gaps
• Data Cleansing
• Standard formatting
• Correct missing or outdated information
• Data Appending
• Incorporate new or missing information
• Change of address
• Wealth data
• Family or business data
• Other interests
5. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Giving History
• Giving history should include:
• Amount of last gift
• Total amount of all gifts
• How frequently they donate
• Date of their last gift
• Regular or repeat donors should be getting special
attention
• Does their giving history align to their wealth
profile? (Maybe you should be asking for more)
6. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Ask for the Right Amount
• Analyse donor data to determine the best ask
amount
• Prior donor behavior
• Wealth and giving capacity
• Consider giving tiers – even for small gifts
• If the only gift option you offer is £25, then that’s
all they will give
7. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Refresh Your Message
• Tell how their donation impacts your mission
• Have multiple versions of fundraising
communications
• Test to see which resonate and with which
audience
• Vary your message
• One-time donors, lapsed donors and repeat
donors should get different messages
• Change the ask based on the audience
8. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
Use a Personal Touch
• Personalise your communications
• Find out what they want to hear – and how they
want to hear it
• Not every communication should be an ask
• Try a newsletter or blog
• Solicit on their schedule
• Someone who gives quarterly may be annoyed by a
monthly solicitation
• Consider loyalty programs for donors – and
cultivation for higher level gifts
9. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
WealthEngine Can Help You Get More
• Data Appends – Wealth, demographic and
lifestyle attributes
• Circle of Friends – Uncover family, business and
organisation connections
• Analytics – Detailed insight into donors and
prospects
• Segmentation
• Profiling
• Feasibility Studies
• Ask Amount
• Gift Models