Nonprofits & foundations
Give every appeal a purpose, respect people’s choices and let your team review what will be sent.
Your work
Who has donated before? Who prefers email? Who has asked not to be contacted again? These details are often spread across several files and tools. Bring them together before preparing your appeal, alongside the project to fund and the documents explaining it.
Check previous donations and contact preferences. Set aside people who do not want messages or have already been contacted recently.
Keep the date, location, need and invitation clear across every format.
Gather figures from your sending tool: messages sent and received, replies, clicks and recorded donations.
A checked contact list, a reviewed message and instructions for preparing to send.
A case to explore
To reconnect with past donors, start by checking the file: one person may appear more than once. Then examine their contact preferences and the project you want to present.
Donor relationships
A nonprofit wants to invite past donors to support a new project. It starts with a file containing 12,000 donor records. Some are duplicates or incomplete. The team needs to check who can receive its email before preparing it.
A checked contact list, the reason for each removal, a reviewed email and the name of the person who approves the next step.
Concrete materials
A clear objective and the information behind the text.
Wording adapted to the format, with useful qualifications.
A shared version to help contributors work together.
Sources, review and instructions for what follows.
Your next campaign starts here
Explore the product through a concrete case, compare plans and prepare your rollout with the right questions.
