Businesses that give back to their communities receive a number of benefits in return. From improved reputations to higher employee retention, corporate philanthropy is only increasing in importance in the for-profit sector and for good reason.
Corporate giving takes many forms, and one method in particular allows businesses to make an impact and engage employees at the same time: employee giving programs. Workplace-based giving initiatives provide employees with the opportunity to make a difference with their own two hands.
In this post, we will discuss the benefits of employee giving programs and provide examples of companies that have successfully implemented such programs. Specifically, we’ll explore:
Whether you want to update your current employee giving strategy or launch an entirely new program, this guide will provide answers to what makes employee giving so effective.
What are the benefits of employee giving programs?
Employee giving programs provide numerous benefits for both employees and the companies that implement them. Some of the key advantages of these programs include:
Improved Employee Engagement and Morale
Employees who can support causes they care about through their workplace are more likely to be engaged and motivated in their jobs. After all, they know their hard work is helping to support a good cause.
Studies have shown that employees who are engaged in their work are more productive, have higher job satisfaction, and are less likely to leave their jobs. In addition, employees who can give back to their communities through their workplace are more likely to have a positive attitude and feel a sense of purpose in their work. Let’s look at some specific statistics:
Companies with employee giving programs are also more likely to attract and retain top talent. Many job seekers today are looking for companies that align with their values and support charitable causes, and having an employee giving program can be a key differentiator in the job market.
Boosted Reputation
Companies that practice corporate social responsibility (CSR) are generally looked upon favorably by consumers and employees alike. As discussed, employees want to work for employers they know are making a positive impact in the world, and consumers also want their hard-earned dollars to support businesses making a positive impact.
All types of corporate philanthropy can lead to a positive reputation boost. For example, sponsorships, match grants, and in-kind donations can all help worthy causes. However, employee giving programs specifically give employees more control over which organizations receive funding, increasing their stake in the business’s CSR practices.
In addition to making financial contributions, employee giving programs can also provide opportunities for employees to volunteer their time and skills to support charitable organizations. This is why some law firms require lawyers to work a certain amount of pro-bono hours each year.
Although, take care in whether employees are invited to participate in employee giving or are forced to. While optional programs are likely to see less participation, required ones can lead to resentment from employees, especially if they have limited say in which causes they can give to.
For an example of how to offer freedom of choice in an employee giving program, many companies offer matching donations or volunteer grants. Within these programs, the company matches its employees’ gifts or donates based on the hours its employees spend volunteering. The employees decide which organizations they want to support, and their employer follows suit by giving to the causes they’ve signaled they care about.
Tax benefits
CSR programs allow businesses to do good in the world. Of course, businesses are also fundamentally for-profit organizations, and saving a bit of extra money due to their philanthropic actions is often a major motivator behind giving programs.
Here’s a rundown of how employee giving programs provide tax benefits for both companies and their employees:
For companies, workplace giving programs can be a tax-deductible expense, reducing tax liability. In addition, many companies offer matching donations or volunteer grants as part of their employee giving programs, and these contributions can also be tax-deductible.
For employees, individuals who make charitable contributions through payroll deductions or donate as part of a matching gift program can claim these deductions on their tax returns. In-kind donations employees make by volunteering their professional services can also sometimes be claimed as a deduction. Work with employees to help them estimate the value of their in-kind donations and make accurate statements on their taxes.
As part of your business’s corporate giving strategy, keep careful records of your donations. Request donation receipts from your nonprofit partners if they are not already providing them, and ensure the details of sponsorships and other partnership arrangements are written down and confirmed by both your business and the nonprofits you work with.
Types of Corporate Giving Programs
Corporate giving takes many forms, some of which include employee involvement. Most businesses that are serious about CSR will have a mix of philanthropic programs to meet their communities’ needs and be responsible corporate citizens.
Let’s take a look first at corporate giving programs that have an element of employee giving:
Matching gift programs allow employees to give more to the causes they care about. In a matching gift program, an employee donates to a nonprofit of their choice. Then, they submit a matching gift request to their employer reporting the donation. If the application is approved, the employer makes an equal contribution to the nonprofit. At a few exceptional companies, they’ll even donate double or triple the employee’s initial gift.
Volunteer grant programs allow employees to lend their time to the causes they care about and contribute financially through their employer. Essentially, employees volunteer and then report their hours and any other necessary details, like the nonprofit’s tax ID, to their employer. The business then makes a donation either on a per-hour basis or after a certain hours threshold has been reached.
Payroll deductions are the most convenient type of employee giving. Employees agree to be part of an automatic deduction program and have a portion of all future paychecks donated to a nonprofit unless they later ask to opt out of the program.
Grant stipends differ from matching gifts and payroll deductions by providing employees with the money to donate instead of asking them to reach into their wallets. Businesses provide funds specifically to be donated, and employees then give them to a cause of their choice.
These programs engage employees and let them have an active say in what causes are supported. Of course, there are many other worthwhile corporate giving opportunities unrelated to employees that a company might pursue. These include:
Corporate foundations are charitable organizations that are established, managed, and funded by companies. Essentially, these foundations are nonprofit organizations with corporate backing. Some provide grants to nonprofits, while others plan and launch their own mission-based initiatives. As an example, The Ben & Jerry’s Foundation is managed by Ben & Jerry’s and awards grants to advocacy groups.
Charity brand lines are a form of sponsorship wherein a company works with a nonprofit to develop a specific product or service and pledges to donate a portion of sales proceeds to the nonprofit. Shop-for-a-cause programs like this focus simultaneously on helping nonprofits and driving sales since socially conscious consumers are more likely to buy a product if they know it supports a good cause.
Sponsorships involve companies providing support to nonprofit events, programs, or initiatives. This support can be financial gifts, in-kind donations, or marketing assistance. Sponsorships can also be one-time deals or ongoing partnerships based on the agreement between the nonprofit and the corporation.
Impact investments are a process wherein companies invest in nonprofits or socially responsible for-profit organizations. The investment funds provide support for the organizations to get their programs off the ground, and the company generates a financial return.
Last, there’s one type of corporate giving program that fits in the middle of this venn diagram:
In-kind donations can involve employees or be entirely managed by the company. For example, mission-driven businesses that provide software nonprofits use often have free or discounted subscription options for nonprofits. This form of corporate philanthropy does not involve employee giving at all. However, in-kind donations also include professional services, like consulting, accounting, photography, graphic design, and coding all rely on volunteers, which will be the business’s employees.
Which type of corporate giving is right for your company? The answer depends on numerous factors, such as employee interest, which nonprofits are interested in working with your business, and what resources you have available to spend on philanthropy.
However, if we had to pick a favorite, we would single out matching gifts as the best type of employee giving program.
An In-Depth Look at Employee Matching Gifts
With over 26 million individuals working for companies that offer matching gift programs, employee matching gifts have the capacity to make a major impact. For your program, determine what causes you want to support through matching gifts, which of your employees are eligible, and how much you intend to give.
For instance, one company might make only full-time employees eligible for matching gifts, but they may pledge to match all gifts at a 1:1 ratio with an annual cap of $10,000. In contrast, another company might open up its matching gift program to part-time and retired employees but enforce a narrower range of gifts between $50 to $2,500 and exempt donations to educational and religious institutions.
However you decide to organize your matching gift program, you can access benefits like:
Flexibility. Depending on their employer’s restrictions, matching gift programs allow employees to decide which causes they want to give to, when they make their donations, and how much they give. While placing limits on your program can channel employees to support specific causes, keep in mind that as restrictions go up, participation goes down.
Potential for automation. Matching gift technology is advancing fast, and businesses using CSR software with matching gift auto-submission technology can enable their employees to complete their matching gift requests in seconds. All they need to do is turn on the feature, and employees will get the option to have their request automated when they give to nonprofits with matching gift software.
Easy management. Once you kick off your matching gift program, it essentially runs itself. Businesses just need to regularly take two actions. They need to approve matching gift requests and routinely promote the program to remind employees to participate.
Interested in what matching gift programs look like in action? Here’s how matching gift programs have played out at a few companies whose names you might recognize:
Microsoft. Microsoft’s employee giving program, known as the Microsoft Employee Giving Program, encourages participation by having a donation minimum of just $1. Both full and part-time employees can participate, and almost every type of nonprofit organization is eligible for a matching gift.
Coca-Cola. Most employers have a 1:1 matching gift rate, but Coca-Cola wants to make its employees’ donations go even further with a 2:1 rate, effectively tripling donations.
Johnson & Johnson. Both current and former employees at Johnson & Johnson can increase their donations. Current full and part-time employees receive a 2:1 matching rate, while retirees still get a standard 1:1 ratio.
Overall, employee matching gift programs can provide numerous benefits for companies and their employees. By offering such a program as part of their employee giving programs, companies can increase the impact of their employees’ charitable giving and enhance their reputation as socially responsible organizations.
How to Implement an Employee Giving Program
The first step in implementing any CSR program is deciding that now is the right time. You have the resources, a philanthropic mission, and you’re pretty sure that your employees will be happy to participate. Now you just need to plan your implementation.
While details vary depending on your program of choice, here are the five steps most companies will take to launch their new employee giving program:
Identify the causes that are most important to your employees. As the name implies, your employees drive your employee giving program, so make sure it’s focused on causes they want to support. Conduct a survey or hold focus groups to find out what causes are most important to your employees. If opinions are divided, consider a program like matching gifts allowing each employee to make their own giving decisions.
Offer a range of giving options. There’s no need to limit yourself to just one type of employee giving. For instance, many companies that offer matching gift programs also support volunteer grants. Refer to the causes and types of activities employees indicated interest in from your initial survey.
Invest in the right CSR software. Choose a CSR platform with the tools you need to run your program. Most CSR software comes equipped with features to record employee volunteer hours, manage matching gifts, and provide employees with information about donating through your company. However, different vendors focus on different aspects of CSR, so be sure to research platforms and request demos before making any final purchasing decisions.
Provide clear and concise information. To ensure that your employees understand your employee giving program and how to participate, provide clear and concise information about your new program. This includes providing guidelines on eligible charities, making donations, and claiming tax deductions. Make these resources easily accessible, such as adding them to your employee handbook.
Promote the program to your employees. Some employee giving programs, like payroll deductions, require minimal active participation from employees. Others, like matching gifts, are entirely at employees’ discretion. Make sure employees know about your giving program by providing regular reminders and updates whenever you make a major difference for a nonprofit.
By following these steps, you can design and implement an employee giving program that engages your employees and supports the causes that they care about. This can help your company positively impact your community and enhance your reputation as a socially responsible organization.
Additional Employee Giving Resources
Employee giving programs provide numerous benefits for both employees and the companies that implement them. These programs can increase employee engagement and morale, help companies meet their CSR goals, enhance their reputations, and provide tax savings for both the company and its employees.
Of course, the CSR world is vast, and this overview is just one perspective. To learn more about employee giving before launching your own program, read a few of our favorite resources:
How to Promote Matching Gifts: Reimagining Your Google Ads. Take your matching gifts program to the next level with Google Ad Grants. Discover how to use Google Ads and what they can do for your matching gift program and other CSR efforts.
Donors power your nonprofit’s work. Without them, you could never deliver your mission to your beneficiaries. And yet some nonprofits make the mistake of viewing their donors as blank checks instead of people. This can be detrimental to your nonprofit’s efforts to fundraise and grow its community.
That’s why focusing on donor relations is so critical for nonprofits—strengthened donor relationships empower you to accomplish your goals and connect with other people who are passionate about your cause and can offer sustained support for your work.
What Is Donor Relations?
Donor relations consists of all the efforts that a nonprofit organization puts into building relationships with its donors and making them feel seen and valued as people.
Your efforts to cultivate lasting relationships with your donors should begin when you first connect with them, whether through prospecting or the donors’ own moves to get involved with your organization. Then, you can continue to build those relationships so that they last.
Donor Relations vs. Donor Stewardship
Often when talking about donor relations, you’ll hear the term “donor stewardship” come up. This makes sense since the two go hand in hand. But there are important differences to note:
Donor relations: This relates to how you treat donors and how they perceive your organization.
Donor stewardship: Donor stewardship is a form of donor relations that is more specifically employed to express gratitude for gifts and maintain and grow relationships with donors with the goal of them continuing to give in the future.
In other words, donor relations focuses on donors themselves, while its subset, donor stewardship, focuses on donors’ gifts. Both are a critical part of a sustainable and successful fundraising strategy.
Why Should Nonprofits Focus on Donor Relations?
Focusing on donor relations requires an investment of your nonprofit’s time and resources. But doing so can pay dividends as you experience the following benefits:
Increased giving and involvement: Better donor relations leads to higher donor retention rates, which can result in more donations over time, as well as other forms of involvement like volunteering, event attendance, and board service.
More information about your organization’s community and its needs: The better you get to know your donors, the better you’ll understand your organization’s community and what it needs from you to assist you in delivering your mission.
Stronger reputation for your organization: When you treat your donors well, word gets around, strengthening your image as an organization that cares about people and making positive change in the world.
In addition to these benefits, focusing on donor relations just makes logical and financial sense. Some nonprofits are misguided in thinking that skipping crucial opportunities to boost donor relations is the easy way out. In reality, constantly having to acquire new donors and supporters can be more costly and difficult than investing in your relationships with those who are already contributing to your cause.
6 Tips for Strengthening Donor Relationships
Now that you know the basics of donor relations, you’re likely ready to start strengthening the relationships you have with your donors. Here are six tips for doing so:
Lay a solid foundation by conducting thorough prospect research. Prospect research empowers you to learn about your donors before they actually become donors. Through this process, you learn as much as you can about potential donors’ capacity to give and their affinity for your cause, which can guide you in the relationship-building process.
Get to know your donors. Prospect research won’t be able to tell you everything about your donors. You’ll need to regularly meet with your donors, having an open mind and listening ear, to really get to know them as people.
Work with a nonprofit consultant to fine-tune your strategy. Sometimes it can be helpful to work with an outside expert to fine-tune your approach to fundraising and donor relations. Consider working with a nonprofit consultant who can take an objective look at your current approach and help you implement sustainable improvements.
Communicate often. Just like any relationship in life, staying in touch will be a crucial part of remaining connected to your donors. Reach out often, whether you’re making regular phone calls or chatting over coffee.
Invite donors to further their involvement in your cause. Donating isn’t the only value donors can give to your cause. Let them know about opportunities to volunteer, attend events, or even serve on your board. Better yet, keep an eye out for opportunities that align with their values and interests so that they’ll be more inclined to jump in.
Genuinely thank your donors. Any time a donor gives, whether they’re contributing time, money, or feedback, make sure to thank them. A small thank-you can go a long way in helping you maintain and strengthen donor relationships.
Donor relations is a critical focus area for nonprofits who want to pursue sustained success and future growth. Run with these tips to strengthen your relationships with your donors!
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Once your nonprofit has put in all the effort to plan a fundraising campaign, you should spread the word to generate support. A fundraising campaign website is one of the most effective tools in your marketing strategy for catching supporters’ interest and empowering them to give. Let’s explore the basics of campaign websites!
What Is A Fundraising Campaign Website?
A fundraising campaign website hosts all the information your supporters need to get involved with your nonprofit’s campaigns. This website will help you promote your campaign, spread awareness about your cause, and get your supporters involved, whether they’re donating, volunteering, or sharing your organization’s message.
Campaign web pages can be created on your main website, or you can create a separate microsite for each large campaign. Microsites are separate from the main website, with a different URL, so they allow you to really feature the campaign and its related details. Depending on the size of your organization and its campaigns, as well as what you know about your supporters and how they engage with your cause online, this could be a great option for you.
What Are The Elements of a Campaign Website?
For your website to be an effective tool, it will need to include certain elements that create a positive user experience for your supporters. Here are some essentials to include:
An Explanation of Your Mission and Campaign: Every fundraising campaign you run should be closely tied to your organization’s larger mission and purpose. Provide a short explanation of what your organization is all about and how your campaign fits into the context of your cause so that supporters know what they’re contributing to.
Your Organization’s Branding: Whether you designed it deliberately or not, your nonprofit has its own unique brand that includes everything from your logo and color scheme to your guiding values. Incorporating your brand on your website can make this marketing tool more consistent with the rest of your organization’s operations and help you look more professional and legitimate.
A Donation Form: A well-designed donation form is a crucial part of your fundraising campaign website. After all, this is the tool your supporters will use to act on their passion for your cause and donate to your organization. Keep your form short and simple, with only a few questions that capture essential information (payment details, contact information, etc.). To further optimize your form, offer supporters suggested giving amounts, the option to enroll in your recurring giving program, and the chance to check their matching gift eligibility.
A Volunteer Sign-Up Form: Similar to a donation form, a volunteer sign-up form empowers supporters to take action in the name of your cause by donating their time and talents. Again, keep the form short but ask for information that will allow you to pair each individual volunteer with a role that suits their age, abilities, and interests as much as possible. If necessary, ensure you include training or waiver information, too.
A Fundraising Thermometer: Your supporters will want to know how close your organization is to meeting its campaign goals, so make sure to include a fundraising thermometer on your website. Feature your thermometer in a prominent place on the site, and update it regularly to encourage your supporters to keep giving until it fills up!
Social Media Sharing Icons: Your supporters can serve as ambassadors for your cause and your campaigns by sharing your fundraising campaign website with their personal networks. Make it easy for them to do so by including social media sharing icons in the header or footer of your web pages so they can easily click through to their favorite platforms and share about you!
These elements can all work together to make your campaign website a powerful marketing asset. Depending on the nature of your campaign, you may want to include other features like an event registration form, an advocacy campaign explainer, or an online merchandise store.
4 Fundraising Website Design Best Practices
Including the elements discussed above in your fundraising website will allow you to set up a site that pulls your supporters in. Here are some design best practices to implement to take your site to new heights:
Hone the user experience by prioritizing smooth navigation, writing digestible content, and including high-quality images across the site.
A well-designed fundraising campaign website that contains all the right elements and information can help your nonprofit succeed in its next fundraising endeavor. Use these tips to get started building your fundraising website today!
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Did you know that it takes just 50 milliseconds for online users to form an opinion about your website, which ultimately determines whether or not they like it and if they’ll stick around? In half the time it takes most websites to even load, your online visitors have already made snap judgments about the value of your website and – by extension – your association or member organization.
Every one of those curious scrollers who winces and clicks away is a potential new member, you’ve just lost to something as easily-solvable as simple web design changes.
So, how do you start tackling poor association website design and determining which design elements will turn casual visitors into happy new members? If you’re at a loss for where to start, never fear—we’ve prepared these tried-and-true association website best practices to boost your online member acquisition:
With digital engagement on the rise, it’s more important than ever to use your website as an attractive, interactive hub to enhance the member experience and entice visitors to hit the registration button.
Optimize accessibility for any user, on any device.
First things first: your top priority is making sure that your website actually works when users click through it.
This sounds easy enough—if every site visitor were a digital native with a fiber optic internet connection and a desktop computer. Unfortunately, the reality is a lot messier, and many potential and current members aren’t going to fit that mold.
To ensure that every site visitor has the same smooth, seamless online experience no matter when, where, or how in the world they’re navigating your site, take a look at these UX best practices:
Optimize your website for all devices, especially for mobile users.
Cut down on load speeds by compressing images, minimizing redirects, and removing unused code.
Use high-contrast colors for text and graphics, allowing visually-impaired site visitors to see your content.
Include alt-text with all images, which describes visual content for users who might have a poor internet connection or use screen readers.
There are many small but important steps you can take to open up your website to a vast new audience of online users. However, there’s a limit to how much you’ll be able to tweak your website without some serious technical experience.
For best results, consider investing in a dedicated association website builder. A user-friendly CMS allows even the most technically-challenged association professionals to make effective changes to your website. Use drag-and-drop features, customizable templates, and member-specific design toolkits to make an association website that will blow users away—and encourage them to head straight to your membership registration page.
Use visual storytelling to capture the member experience.
Once users have successfully loaded your site, you’ll want to make the most of that precious half of a second where they’ll be judging whether to explore further or run away screaming.
This is where visual storytelling becomes your best friend. To immediately capture visitors’ attention and draw them into the narrative of your association, incorporate vibrant, professional images across your major web pages.
From Pulitzer-worthy candids of your event guest speakers in action to Instagramable snapshots of members, these snackable images instantly convey what your association stands for (and what you can offer users if they join).
Of course, pictures aren’t the only visual element to pay attention to. Don’t forget to build your membership website with:
The tactical use of white space
Concise, action-oriented text
Complimentary color palettes
Clean, striking typography
When you bring all of these pleasing elements together, you’ll have created an irresistible feast for the eyes that not only wows new site users but also engages current members.
Tease users with sample content, previews, and perks.
Now that you’ve survived that roller coaster of the first minute visitors spend on your website, you have to continue feeding their interest to successfully attract new members.
Remember that actions speak louder than words. So, rather than writing some long-winded appeal for users to give your association a chance, give them a taste of what they’re missing out on!
Take a page from the MemberClicks guide to building a membership website and strategically organize your association website for the public (including prospective members) so that they can access and sample enticing content. In particular, you’ll want to allow anyone to view your:
Event calendars and promotional materials
Key webpages, such as landing, about, and event pages
Surface-level versions of your member directory
Engaging resources that are useful to your members, such as informative podcasts
You could even offer tastes of event content, downloadable resources, educational materials and other small samples of everything your association has to offer. If users want more, all they need to do is sign up.
Leverage the promotional power of your member directory.
At first glance, your directory may just seem like a glorified list. But in reality, it can be a critical tool for member networking, digital engagement and (you guessed it!) public promotion.
Think of it as an online pamphlet that prospective members can flip through to see just how many passionate members have taken the dive to join your association. And for a small price, they, too, can access the full high-powered network of fellow professionals.
Be sure to invest in an association management system that can integrate seamlessly with your website. This will allow you to upload your directory directly into your CMS and automatically update member information as new members join and existing members tweak their profiles.
There’s no such thing as a perfect association website, and there will always be room for you to improve, adjust, and revamp elements of your site to maximize engagement and push individuals toward your registration page.
Use regular A/B testing to see how different versions and elements of your website perform and what steps you can take to constantly improve the online user experience.
This is especially important as web technologies continue to evolve and user expectations get higher and higher for what they want to see from your association web platform.
There are many moving parts to consider to build out a truly awe-inspiring, member-acquiring association website. To guarantee that you end up with a beautiful, functional web platform rather than Frankenstein’s monster, use these key tips and tools to guide you through the creative and technical process.
From investing in the right website builder and AMS solution to mindfully organizing your site’s visual elements, these insights should give you the confidence and power to create a membership website for the ages.
https://nxunite.com/wp-content/uploads/2022/11/MemberClicks_NXUnite_5-Association-Web-Design-Tips-to-Boost-Member-Acquisition_Feature.png360690wpenginehttps://nxunite.com/wp-content/uploads/2023/09/NXUnite-by-nexus-marketing-White-3.svgwpengine2022-11-09 14:09:472022-11-09 14:11:295 Association Web Design Tips to Boost Member Acquisition
If you’ve been in the fundraising world for a while, you might be familiar with the Google Ad Grant program. Google provides eligible nonprofits with $10,000 per month in ad spending to help boost their organizations’ reach online.
However, you may not know much about Microsoft’s new program, Ads for Social Impact, which functions similarly to the Google Ad Grant program. As of June 2022, Microsoft offers nonprofits $3,000 per month in ad spending for platforms such as Bing, Yahoo, AOL, Outlook, MSN, and Microsoft Edge.
Although the grant amounts differ between the two programs, both can help you spread awareness of your organization’s mission and raise money for your cause.
Our mission at NXUnite is to provide nonprofits with tools and resources that will set them up for success. We believe that the Microsoft Ad Grant is one such tool that will help organizations spread their missions and reach their fundraising goals. We’re happy to offer this guide so nonprofits can learn more about the program and how to enroll. Here are the topics we’ll cover:
Microsoft’s Ads for Social Impact program serves to help eligible nonprofits drive traffic to their websites and reach their fundraising and marketing goals at no cost to these organizations. The Microsoft Ad Grant covers $3,000 per month in ad spending for ads on multiple Microsoft-owned websites.
Since Microsoft Ad Grants cover so many different platforms, it can be difficult to picture what an ad created by a participating organization would look like. We’ll walk you through an example on Yahoo so you can visualize how a Microsoft Ad for your particular organization might look.
Let’s say that someone in your community is passionate about protecting wildlife. While checking their Yahoo email, this person might do a quick search for “save the turtles.” Yahoo will return a results page with the phrase “Ads related to: save the turtles” at the top. Underneath, there will be links to websites dedicated to protecting wildlife. These organizations are using Microsoft Ads to boost their reach and spread their mission online.
Nonprofits enrolled in the Microsoft Ad Grant program receive unique benefits that distinguish Microsoft’s program from Google’s. Your organization might already leverage paid search opportunities with Google or Microsoft. For nonprofits that use Google Ads, they must create a separate account for the Google Ad Grant program. In contrast, organizations that already use Microsoft Ads can apply their Microsoft Ad Grant directly to their existing account, allowing them to keep all of their campaigns in the same place.
Another difference between the two programs is the required account restrictions. Since Google Ad Grant accounts are separate from typical Google Ad accounts, there are more restrictions put on Google Ad Grant accounts, including minimum click-through rates, minimum quality scores, and maximum cost-per-click. In Microsoft’s program, all of your Microsoft Ads are under one account with none of these restrictions. That way, you can use the grant just as you would use funds for a regular paid search campaign.
Now that we’ve covered the basics, it’s time to move on to the benefits of enrolling in Microsoft’s Ads for Social Impact program.
Benefits of Microsoft Ad Grants
Besides expanding visibility for your website, there are many benefits of leveraging Microsoft Ad Grants. Take a look at some of the main advantages of participating in the program:
More site engagement.
While creating engaging content is a great way to improve your organization’s website, your content won’t fulfill its purpose if people can’t find your website in the first place.
By producing Microsoft Ads that highlight different pages on your site, you’ll encourage people to check out the resources they’re interested in. Someone looking to volunteer for a nonprofit will search differently than someone looking to donate, and by using your Microsoft Ad Grant appropriately, you can make sure both individuals find the information they need on your website.
More conversions.
Once you get more people to engage with your site, you’re likely to see more conversions. Just as businesses and other for-profit organizations track conversions to sales, nonprofits can track different types of conversions to measure the impact of their campaigns. Some online conversions your organization might track include:
Donations
Email list signups
Event registrations
Petition signatures
Ticket sales
Volunteer signups
By using the Microsoft Ad Grant to show prospective supporters the pages they’re interested in, you can increase the likelihood that people will perform the intended actions associated with those pages rather than aimlessly skimming your website.
Additional communication with your supporters.
As a nonprofit, you likely already use a mix of communication tools such as email, direct mail, phone calls, text messages, and social media. Microsoft Ad Grants provide an additional opportunity to reach out to your supporters in a more understated way.
While it’s important to engage with your supporters in a variety of different ways, it’s also important not to overwhelm them with too much information and too frequent communication. With Microsoft Ad Grants, you allow current and prospective supporters to learn about your organization on their own time and at their own discretion.
Better understanding of your supporters.
When a supporter interacts with your website, their actions provide several types of data for your organization. By keeping track of this data, you can figure out how to improve your campaigns and get the most out of your Microsoft Ad Grant.
To help you analyze your website activity, Microsoft provides tools such as event tracking, campaign analytics, and traffic insights. That way, you can leverage this information and use it to your organization’s advantage to make sure your website and content are serving your supporters as they should.
Set amount of funds each month.
Once you’re enrolled in the Microsoft Ad Grant program, you can be sure that you’ll receive $3,000 in your Microsoft Ad account each month. While this may seem like a given, many traditional grant programs allocate limited grant funds to qualifying organizations based on their needs.
Knowing exactly how much money in ad spending you’ll receive from Microsoft each month, you can better plan how your organization will use the grant without wasting time wondering how much money you’ll be allotted.
Ways to Use Microsoft Ad Grants
Just as it’s important to outline your goals for a fundraiser or social media campaign, it’s good practice to determine what you want to achieve by using your Microsoft Ad Grant. Setting goals for your campaigns will ensure that you’re using your grant money efficiently.
If you’re not sure what goals you’d like to accomplish during your time in the Microsoft Ad Grant program, take a look at some of our suggestions:
Encouraging donations
Expanding your donor or subscriber base
Advocating about issues important to your organization
With your goals in mind, you’ll create campaigns with better focus and get the most out of your Microsoft Ad Grant.
Eligibility Requirements
If you’re interested in applying for the Ads for Social Impact program, you’ll need to make sure you’re eligible for the program. Microsoft has three main eligibility requirements. The first is status as a legally recognized nonprofit or non-governmental organization in your country. For United States-based organizations, that includes registering with the IRS as a tax-exempt 501(c)(3) organization.
The next requirement is operating on a not-for-profit basis and serving a specific mission. Microsoft gives mission examples such as helping the poor, preserving the environment, and protecting human rights.
Microsoft’s final requirement is that all participating organizations are inclusive of others. They prohibit any organizations with discriminatory policies or missions from joining the program.
In addition the Microsoft’s three eligibility requirements, they also list ineligible organization types, such as:
Professional and semi-professional sports organizations
Political, labor, and fraternal organizations
For a full list of eligibility requirements, check out Microsoft’s program eligibility page here.
Microsoft Ad Grant Application
After determining your organization is eligible for the program, the next step is to fill out an application. There are two main parts of the application.
First, you’ll apply to Microsoft for Nonprofits, Microsoft’s overarching program dedicated to nonprofit tools and resources. This part of the application has four steps.
Welcome & Policies. When you begin the application, you’ll be asked to fill out information for your organization’s point of contact. You’ll also confirm that you understand the Microsoft for Nonprofits program policies.
Organization Info. In this section, you’ll fill out information about your nonprofit including your organization’s name, address, website, phone number, size, budget, mission statement, and IRS EIN.
Verify Phone. Next, you’ll verify your organization’s phone number so Microsoft can communicate with you.
Create Account. Finally, you’ll be able to set up your login for your Microsoft for Nonprofits account. You should hear back about the status of your application within 24 hours.
The second part of the application process is applying for the Microsoft Ad Grant itself. You’ll provide additional information about your nonprofit and point of contact, and Microsoft will get back to you within 10 business days.
Microsoft Ad Grant Best Practices
Once Microsoft accepts your Microsoft Ad Grant application, you’ll likely want to jump right in and start setting up campaigns. To enure your campaigns are effective, we recommend following a few best practices that other nonprofits have found helpful in the past. Here are some guidelines for running your Microsoft Ad Grant account effectively:
Structure your account appropriately.
Organization is key when it comes to Microsoft Ad Grant campaigns because it allows you to ensure that each campaign has its own specific purpose. The goal of each campaign should be the conversion you’re looking to boost.
For example, let’s say your overall goals for your participation in the program are expanding your email subscriber base, recruiting more volunteers, and informing your supporters about matching gifts. Establish your campaigns’ priorities right away by setting up three separate campaigns, one for each goal. That way, you can track the metrics for each goal separately. Additionally, you can create straightforward campaigns that each focus on one aspect of your mission, making it clear to supporters what you’re asking them to do.
Write clear ad copy.
When it comes to Microsoft Ad copy, the simpler, the better. People will only spend a few seconds looking at your ad, so you want to make sure your message is very clear. Short sentences are usually best. It’s also good practice to avoid uncommon acronyms or abbreviations that may confuse people.
Choose keywords carefully.
To make sure you’re choosing effective keywords, you’ll want to think backward. What are your supporters likely searching for? Those are the words and phrases you’ll want to choose as your keywords.
It’s best to choose specific keywords. People searching for “animals” aren’t necessarily looking for an animal shelter, but those searching for “volunteering with animals” or “adopting a pet” might be.
Keep track of your campaign metrics.
Luckily, Microsoft has built-in analytics options that allow you to easily track the success of your campaigns. Analyzing this data and implementing the insights you glean from it will allow you to shape your campaigns and content to your supporters’ needs.
For example, if you see that people are going straight from your volunteer registration page to your contact information page, it might be useful to add a section with contact information on the volunteer registration page itself for easy access.
Use automatic bidding.
In order to show up in searches for certain keywords, you’ll bid for them along with other organizations. You can submit bids manually, but Microsoft has automatic bidding options that will save your team time and energy.
These bidding strategies include ones for enhancing your cost-per-click, maximizing your clicks, maximizing your conversions, and achieving your target cost per acquisition and return on ad spend.
Following these best practices will ensure that you’re managing your campaigns efficiently and effectively.
Using Microsoft Ad Grants with Other Fundraising Tools
At NXUnite, we’re passionate about connecting nonprofits with the tools and resources that will launch them toward success. While Microsoft Ad Grants are one such tool, leveraging a variety of tools and strategies will help your organization spread awareness and raise money for its cause. Take a look at how your organization can use Microsoft Ad Grants in conjunction with other valuable fundraising tools:
Google Ad Grants. While we’ve compared the Microsoft Ads for Social Impact program and the Google Ad Grant program, your organization can take advantage of both for maximum impact. You can create similar campaigns on both platforms so that people can find your organization on both Microsoft and Google search engines.
Venmo. Many people use personal Venmo accounts, but you can also set up an account for your organization. That way, people can easily donate to your nonprofit. To promote your organization’s Venmo account, create a Microsoft Ad Grant campaign linking to your donation page. Then, include Venmo as a donation option on the page.
Panels. Attending panels is a great way to learn more about nonprofit resources from experts and professionals. This wisdom you acquire from these discussions may spark inspiration for a new campaign or approach to your Microsoft Ad Grant account.
Email templates. No matter your campaign goals, you’re likely encouraging your supporters to take some sort of action on your website. To show your appreciation, it’s always a good idea to send a thank-you letter. Using a specific nonprofit email template can ensure that you thank your supporters appropriately.
Matching gifts. If you’re really looking to maximize your fundraising, you can use your Microsoft Ad Grant campaign to inform your supporters about matching gifts. Matching gifts are corporate philanthropy initiatives where employers double or even triple donations made by their employees. All your supporters have to do is notify their employers of their donation. There are plenty of tools that make that process extremely simple.
Knowing which nonprofit tools are available for you to use is important, but knowing how to use them in conjunction with each other is even more powerful.
Working with a Microsoft Ad Grant Agency
While we hope this guide will help you manage your Microsoft Ad Grant effectively, we also understand that many nonprofits have constrained time and energy to devote to new projects. That’s where digital marketing agencies come in.
There are organizations out there that are specifically dedicated to helping nonprofits manage ad grants. They know the ins and outs of different ad grant programs and how to optimize your account. These types of agencies can help with any stage of the grant management process, such as:
Determining your Microsoft Ad Grants eligibility
Applying for the program
Managing your campaigns
Optimizing your content
Reaching out to a digital marketing agency can take the burden of managing your ad grant off your team. You can feel at ease knowing that experts are taking care of your account.
More Fundraising Tools
By now, you should understand what the Microsoft Ad Grant is and how powerful of a fundraising tool it truly is. By enrolling in the Microsoft Ad Grant program, you’ll be able to work toward your organization’s fundraising goals and raise awareness for your cause.
As we mentioned, there are many other great fundraising tools out there. These articles will allow you to learn more about some of the ones we recommend:
How Google Ad Grants Can Help Your Fundraising. In this article, you’ll learn more about the Google Ad Grant program, allowing you to compare it to Microsoft’s program. Better yet, you can take advantage of both programs and the benefits they have to offer.
How Venmo for Nonprofits Can Help Organizations Raise More. Venmo is not only a personal mobile payment service, but nonprofits can also leverage the platform to collect donations. This article walks through how nonprofits can use this tool to boost their fundraising efforts.
Donor Thank-You Letters. Most likely, one of your campaign goals is to increase donations. Thank your donors for contributing to your organization using one of these templates.
https://nxunite.com/wp-content/uploads/2022/10/Microsoft-Ad-Grant_Feature.jpg370700developerhttps://nxunite.com/wp-content/uploads/2023/09/NXUnite-by-nexus-marketing-White-3.svgdeveloper2022-11-01 13:26:002022-11-10 18:57:57The Microsoft Ad Grant: An Essential Nonprofit Tool
As summer draws to a close and the curtains open on the school year, both students and staff are eager to reconnect with one another. Hosting a back to school event creates an ideal opportunity to gather everyone together and raise school funds to support another productive year.
Back to school events can come in many forms, so there is plenty of flexibility to choose the most suitable event for your goals and budget. When it comes to planning one, prioritize offering an enjoyable experience for attendees and maximizing fundraising efforts for your school.
What are back to school events?
Back to school events are social functions usually held at the beginning of a school year to celebrate students’ return from the summer break. These can be tailored to the student population, exclusive to school staff, or even open to the local community. To have everything ready by the time students start their classes, back to school events require prior planning and preparation.
There is a wide range of exciting events suitable for schools of all sizes and students of all ages. By taking the time to align your planning committee on your objectives and budget, you can narrow down the list to find a back to school fundraiser idea that works for your school.
How do I organize a back to school event?
Since back to school events tend to be larger scale and involve attendees from diverse backgrounds and interests, it’s important to think ahead to ensure you plan an engaging and successful event. By agreeing on a concrete plan, you can kick off the new school year on a positive and productive note.
Use these following steps as a guide for hosting a successful back to school event:
Establish a planning committee. There is an abundance of fundraising event ideas to wrap up the summer break and usher in the school year. To efficiently sift through these, it’s crucial to establish a planning committee dedicated to managing the event from start to finish. Gather feedback from school board members and staff to determine what options work best for your school.
Set event goals and priorities. Your committee should gather and review your school’s fundraising objectives. This information will be helpful in deciding which type of event to host. You should also keep these priorities in mind as you move forward with arrangements and planning.
Determine your resources. As you get a more solid idea of the location and type of event you’re arranging, start thinking about potential associated costs. How much time and resources can your school devote to a successful back to school event? Set a budget and use it to stay on track as you move toward your goals.
Spread the word. A significant step in preparing for any event involves making sure that people know about it. The more people you reach, the greater your attendance rate will be. Use methods such as email communications, flyers, and social media to get students, staff, parents, and community members excited about the upcoming function. This is also an opportune time to seek out any volunteers to help out on event day.
Host your event. Once everything is planned and ready to go, it’s time to host your event. Be sure to use this occasion to cultivate school spirit, connect with parents, and encourage attendees to support your school.
Hosting a successful back to school event can be beneficial for both your school and event attendees alike. All it takes is some thoughtful planning to get started.
What are popular event fundraising ideas?
With so many possibilities, it can get a little time-consuming to look into all the event ideas your school could consider. Learning more about popular back to school fundraising events can provide a helpful jumping-off point.
Offer students and parents some fun and enjoyable ways to show their school spirit with these following ideas:
Raffles
Book Fairs and Readathons
Movie Night
Game Night
Trivia Night
School Carnival
Fun Run or Walkathon
You can even incentivize attendance and participation from invited guests by organizing games and prizes at your event.
A memorable back to school event can provide an added boost of enthusiasm for students as they begin their fall semester. Ensure a positive and productive start to the school year for both your school and your students with one of these engaging ideas.
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Why is Read Across America Important? – Read Across America Week is another ideal time for raising money for students’ education and encouraging them to learn. This article will help you get started with hosting a Read-a-Thon.
Nonprofit Event Planning – Thoughtful planning is essential for providing a solid foundation for any event. Learn more about effective event planning in this guide.
https://nxunite.com/wp-content/uploads/2023/03/Read-a-Thon_NXUnite_Nonprofit-Catalog-Back-to-School-Events_Feature.png365690Sonia Xinghttps://nxunite.com/wp-content/uploads/2023/09/NXUnite-by-nexus-marketing-White-3.svgSonia Xing2022-09-09 17:34:002023-10-20 10:44:03Back to School Events – Nonprofit Catalog
Spreadsheets, paper forms, and disconnected online sign-ups can make any community member shy away from filling out another registration form. Sadly, this means that many unique community events lack the right management system to realize their full potential. Without an organized management system, even the best marketing efforts are stunted by a slow registration process.
Community software resolves the problem of chaotic registration by inviting community members to sign up via innovative software. This solution is perfect for any organization looking to implement a cleaner, more centralized sign-up process. Let’s tackle some community software basics.
What is community software?
Community software provides a painless sign-up process for individuals and families attending events and programs hosted by parks and recreation centers, aquatic centers, sports leagues, and schools. It’s a streamlined system that makes all memberships, classes, and registrations readily accessible through one account.
This means that community members only need to fill out their information once to sign up for multiple programs. For instance, if all applicable organizations are housed within the software, an individual could register for a recreational soccer league, art class, and fundraising 5K by only registering one time.
Additionally, platforms like CommunityPass offer specialized features that help your organization stay consistent with the latest community updates. Customizable reports, facility management, and simplified payment processing are a few of the tools that can help your organization enhance its online platform.
Community Software Features
When all of your organization’s registration data are stored in a centralized location, you can speed up the sign-up process while gathering new information. Here are some potential community software features to leverage:
Online Registration and Purchases. Community software conveniently allows individuals to register for multiple events from various organizations. Your organization can offer tickets and branded merchandise for community members to purchase as well.
Facility Management and Calendar. Manage your organization’s schedule with built-in systems like facility requests and recurring reservations. Delegate tasks and empower your staff by keeping a clean calendar.
Activity Management. Regulate all aspects of your planned activities from attendance to pick-ups and any changes in between. Community software keeps all activity updates in one place so that your organization can focus on running your activity smoothly the day-of.
Online Payment Methods. Offer a variety of payment methods for community members to use while observing PCI (payment card industry) regulations. Online payment processing simplifies the registration process for customers and makes it easier for organizations to manage registration funds and refund requests.
Reporting. Use pre-made report templates or use community software to create your own report to evaluate your organization. Customizable reporting can provide valuable statistics to assess factors like financial health and attendance rate.
All of these features can translate into saved money and increased attendance for your organization. In other words, faster sign-ups mean more sign-ups.
What can community software do for your organization?
Now that we’ve covered some of the perks community software provides community members, what are some more specific, organizational advantages of using community software? Your organization can use this tool to:
Free up your staff’s time. If your software is managing your incoming registration forms, you can free up your staff’s time to focus on your mission. You can use more staff to focus on big-picture campaign planning instead of the minutia of registration management.
Attract new members. Now that regular members are accounted for and enjoying their memberships, focus your organization’s time on community outreach. Discover gaps in attendance rates and create promotional opportunities to reach new members.
Target your marketing efforts. Use data and reporting to discover your target audience. Send unlimited SMS to targeted contact lists to streamline your communication efforts for faster results.
Elevate basic operations. Are there areas within your organization that could use a tune-up? Optimize your base-level operations by hiring for new positions or reconstructing existing management flows.
Increase individual donations. Community software includes a donation button in your registration form so that participants can easily become donors. Tax write-offs are also available for donors to implement.
Community software makes registration more readily accessible by transforming loose items like tickets, registrations, memberships, passes, and ID cards into trackable data. This way, your organization can reap the benefits of centralized management and community members can enjoy efficient sign-ups.
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Thank you so much for being a panelist on an upcoming NXUnite panel! We’ve compiled some guidance on navigating the NXUnite Panel streaming platform called Livestorm. If you have any questions or concerns, please reach out to your contacts on the Nexus Marketing team.
Compatible Browsers
As a panelist, we strongly recommend that you use Google Chrome. However, it is also possible to use Mozilla Firefox, Opera, Safari 12.1+, and Microsoft Edge 79+.
You can also check your Livestorm setup here beforehand.
Joining the Panel
NXUnite panels are hosted via Livestorm. Once the registration page is made live to attendees, you will receive an email inviting you to be a panelist. In case you did not receive the invitation, please email one of the Nexus team members and we will get it to you ASAP.
Please join 15 minutes early.
Click on the button that says “Participate” on the bar at the bottom of your screen, this will allow you to turn on your camera and microphone.
First, you’ll be in a “backstage” area where you will be able to see and be seen by the other panelists, the Nexus moderator, and the Nexus behind-the-scenes tech team. We’ll have everyone test their audio and cover any last-minute questions before the webinar starts.
At the time of the panel, a Nexus team member will alert you that we will be moving over to the live webinar with attendees (you will not need to do anything) and the panel will begin.
Adding a Virtual Background in Livestorm
Hit the “participate” button
Click “settings”
It will then pull up a version of your screen. Hit the button marketed with a small figure in the right of your screen.
Still having issues?
Sorry to hear that! Please reach out to your Nexus Marketing points of contact for support or Livestorm’s own support team.
If you work in the fundraising space, you know how fast-paced, challenging, and exciting it can be. On any given day, your to-do list might include reaching out to donors, planning engaging events, and promoting your organization online. Whether you work for a nonprofit, university, or other organization, you’ve likely experienced a few fundraising successes and failures and learned important lessons along the way.
Now, you might be looking for some structured resources and tips to help you approach fundraising professional development strategically. That’s probably what brought you here today!
In this guide, we’ll cover a few frequently asked questions about fundraising professional development and provide you with effective formal and informal resources you can use to grow as a fundraiser. We’ll answer the following questions:
Taking the time to improve your fundraising skills and grow your fundraising network can help you plan better fundraising campaigns and events for your organization, ultimately helping you raise more. It’s a win-win for you and the cause you’re working for!
Why is nonprofit fundraising professional development important?
Professional development has benefits both for you as a fundraiser and for your organization as a whole. Here are some specific benefits of fundraising professional development:
Avoid burnout or stagnation. Being proactive and thinking of ways to grow within your role can help reignite your passion for your position and avoid the negative impacts of burnout.
Advance in your career path. Building your professional fundraising skills may help you receive a promotion and grow as a leader within your organization. This is especially true if you take the time to earn fundraising certificates or other continuing education credits.
Learn about the latest fundraising technologies and innovations. As you expand your fundraising skill set and general knowledge, you’ll come across information about the latest fundraising software, strategies, and innovations. You can implement these insights into your organization’s strategies to take advantage of new opportunities and fundraising best practices.
Improve your leadership and mentorship skills. Making the effort to grow as a fundraising professional can also help you grow as a leader and mentor within your organization. You can provide guidance and career advice for other fundraising professionals at your organization, making your team more effective.
To approach fundraising professional development productively, set personal goals. For example, you might identify a certification you’d like to pursue or plan to set aside a specific amount of time each week to pursue professional development. Having a specific goal in mind will help you measure your progress and make tangible strides toward becoming a better fundraiser.
Where can you find fundraising professional development resources?
It can be challenging to parse through the hundreds of websites and resources online that offer fundraising development support. To help narrow down your search, here are a few common sources of fundraising professional development resources and courses:
Aggregators like NXUnite. NXUnite helps connect fundraising professionals with resources and educational opportunities such as panels and webinars.
Recommendations from your fellow nonprofit professionals. Long-time fundraising professionals at your organization or similar organizations will likely be able to point you toward resources that they’ve found to be the most helpful. Request a quick meeting with a mentor or other leader at your organization to get more information about their professional development path.
Nonprofit associations. Nonprofit associations and organizations provide fundraising courses, blog posts from industry experts, conference reminders, and more. You can even join your local chapter of a larger organization to network with other fundraising professionals in your area. We’ll discuss nonprofit associations in more detail later.
Course catalogs from universities. Higher education institutions will often offer professional development courses and seminars that anyone can attend. For example, the University of Georgia’s Center for Continuing Education offers a nonprofit fundraising essentials course. Indiana University offers fundraising courses through The Fund Raising School with topics such as developing major gifts and managing capital campaigns.
Read on for a more in-depth look at our top options for fundraising professional development resources!
What are the best fundraising resources for professional development?
You have a range of options to consider for different ways you can build your fundraising skills. These options include everything from taking an online course to attending conferences.
Specifically, here’s a closer look at some of our favorite professional development resources for fundraisers:
Webinars
A webinar is an online discussion or seminar where industry experts share their insights and opinions about specific topics. Nonprofit webinars bring together fundraising experts with individuals looking to expand their fundraising efforts or skill set to provide more value to their organizations.
Webinars are helpful if you don’t have a lot of free time on your hands to devote to fundraising professional development. Most are an hour or less, so you may even be able to join on your lunch break.
Take a look at our top two sources for nonprofit webinars:
NXUnite
NXUnite delivers a wide range of nonprofit webinars and panels with well-known nonprofit experts and influencers. Topics go beyond the fundraising basics to get to the heart of the challenges and opportunities that fundraisers currently face. Plus, these webinars offer insights for the entire mission-driven sector as a whole. That means there’s something for everyone, from nonprofit professionals to professionals working with associations, faith organizations, schools, and more.
Double the Donation is the leading industry expert on matching gift fundraising. Their webinars can help you understand how to maximize your fundraising revenue from this important but often overlooked source. But their webinars cover more than matching gifts—topics also include volunteer grants, workplace giving, integration deep dives, and general fundraising best practices. Visit the Double the Donation website for more information on live and on-demand webinars.
Online courses
Online learning has exploded in popularity in recent years, giving fundraisers a way to continue their education while working full-time jobs. If you’re looking for more in-depth fundraising training, taking an online course can be an effective way to develop your skills while working at your own pace. Plus, many online fundraising courses are completely free.
Let’s review some of our favorite online fundraising courses:
Nonprofit.Courses
Nonprofit.Courses offers thousands of online courses for nonprofit staff and board members and volunteers. Course topics include grantwriting, fundraising, start-up for small nonprofits, and more. They also offer courses to help earn a variety of certificates like a nonprofit management certification. You can also check out the free content offered by Nonprofit.Courses, which includes podcasts, videos, and documents.
NonprofitReady
NonprofitReady provides free online training courses for fundraising professionals. These courses cover common fundraising tasks and challenges, including accounting and finance, marketing and communications, and much more. They also empower fundraisers to earn free certificates in areas such as fundraising essentials and financial management essentials.
Udemy
Udemy offers a broad range of courses, not only for nonprofit professionals but also for business professionals. Their nonprofit courses run the gamut from graphic design for nonprofits to how to start a nonprofit with limited resources. Udemy also offers a nonprofit plan for 501(c)(3) organizations, granting them special pricing and access to thousands of on-demand courses.
Associations and accrediting organizations
As mentioned, associations can be a great resource for getting connected to fundraising professional development opportunities. Associations bring nonprofit professionals together to learn, make connections, and grow in their profession. Joining an association can help you find free resources and new opportunities that you might otherwise not have access to.
In addition, there are multiple accrediting organizations that set fundraising standards and offer certifications for nonprofit professionals to earn that prove their fundraising capabilities. Earning these certifications shows current and potential employers that you’ve committed to the highest standards of professionalism in the fundraising space.
Here’s a closer look at a few fundraising associations and accrediting organizations you may be interested in joining:
AFP
The Association of Fundraising Professionals (AFP) brings together individual fundraisers and nonprofit organizations to promote ethical fundraising and train professionals on fundraising best practices. AFP facilitates both in-person professional development and online learning. Check out the event calendar to learn more about and sign up for in-person engagement opportunities.
Your state’s nonprofit association or membership organization
Joining a local association within your region or state can be highly beneficial for networking with other professionals that understand the unique fundraising environment of your local area.
You can either find your local chapter of a larger association such as AFP or look for other organizations that specifically focus on your area. For example, you might join the Georgia Center for Nonprofits, the Ohio Association of Nonprofit Organizations, or CalNonprofits. A regional or local organization will host events and webinars that bring together other fundraising professionals in your area who are dealing with similar issues.
CFRE
CFRE (Certified Fund Raising Executive) International is an independent nonprofit with a mission to set standards for the philanthropic space and facilitate accreditations for fundraising professionals. To become a CFRE, nonprofit professionals must first earn continuing education points in a variety of topic areas. After reaching the point requirement, professionals can fill out an application and complete a written examination.
Receiving the CFRE certification shows employers that you have a broad knowledge base of fundraising and nonprofit management topics, that you’re invested in growing and developing as a fundraiser, and that you adhere to the highest standards of ethical fundraising. Learn more about the certification and requirements on the CFRE website.
Public speaking and presentation training
Fundraising professionals are often surprised when they realize how much of the success of their role depends on their public speaking skills. As a fundraiser, you probably engage with a variety of internal and external audiences on a regular basis, from your fellow staff members to volunteers, donors, corporate partners, and more. Communicating effectively with these different groups is critical to garnering support for your nonprofit’s fundraising efforts.
Let’s take a look at our favorite public speaking resource:
Be Brilliant Presentation Group
Be Brilliant Presentation Group is a public speaking organization that helps working professionals grow in their presentation skills and become more impactful, inspiring speakers. Individuals looking for tailored public speaking coaching can gain access to a tried-and-true presentation framework, one-on-one coaching, and interactive workshops.
Taking your unique presentation style into account, your speaking coach will work with you to help you develop your skills and create an approach that works best for you. Your coach can also help you specifically with preparations for a conference speech or presentation and even provide day-of assistance. Speak with a coach today to find out more.
Conferences
Nothing brings nonprofit professionals together quite like a conference. A conference allows fundraising professionals to discuss trends, challenges, and opportunities within the fundraising space. These experiences are invaluable for the connections that they foster and strategic partnerships they can help forge between organizations and individuals.
If you’re interested in attending a conference to brush up on the latest fundraising trends and best practices, here are a few to consider adding to your calendar:
Double the Donation’s Matching Gift Summit
Double the Donation’s Matching Gift Summit offers a chance for nonprofit professionals to come together to join in roundtable discussions and hear presentations about matching gifts. This conference will provide you with a more developed strategy for raising more funding for your organization through matching gifts.
You’ll also hear insight about how to use Double the Donation’s tools to their full potential to streamline the matching gift process as much as possible. The easier you can make the matching gift process for donors, the more funding you can earn from this source.
The exact date for this year’s matching gift summit hasn’t been announced yet, but you can check NXUnite’s nonprofit conference page for updates!
AFP ICON
Considered the world’s largest fundraising conference, AFP’s International Conference (also known as AFP Icon) is a multi-day conference that brings together nonprofit professionals from a wide array of backgrounds and organizations. The 2022 conference schedule included sessions on leveraging digital ads for fundraising success, inclusion and equity issues in fundraising, and how to advance in your fundraising career.
AFP ICON 2023 is scheduled for April 16-18 in New Orleans. Keep an eye on the website for updates.
Cause Camp
Labeled a “must-attend” nonprofit conference by Forbes, Cause Camp brings together leaders, influencers, and other movers and shakers in the fundraising world. Along with presentations and panels, Cause Camp offers breakout sessions that are geared toward facilitating training, not just discussions. Plus, attendees can earn up to five CFRE credits for attending.
Cause Camp 2023 will be held in Greater Sandusky, Ohio on September 14 and 15.
Nonprofit Technology Conference
The Nonprofit Technology Conference (otherwise known as the NTC) is an annual gathering focused on how technology works within the nonprofit sector. The conference is hosted by NTEN, an organization dedicated to bringing together nonprofit professionals to use technology for good. The NTC offers breakout sessions, networking opportunities, and other educational experiences to advance the field of nonprofit technology and use.
The next NTC will be held April 12-14, 2023, in Denver, Colorado.
What are some informal ways to pursue fundraising professional development?
Attending a conference or earning a certificate aren’t the only ways to grow as a fundraiser. You can pursue fundraising professional development in more casual settings as well. For instance, you can:
Listen to podcasts. Podcasts can be a great way to listen to diverse perspectives and learn from anywhere, whether you’re out on a run, at the grocery store, or driving to work. Seek out nonprofit-specific podcasts—there’s no shortage of them!
Find a mentor. Connect with a leader at your organization, a long-time staff member, or a fundraising professional at another organization to ask if they’d be willing to be a professional mentor. Set up a coffee shop meeting or casual lunch to meet with your mentor and ask for career advice.
Attend local networking events. Get involved in networking events hosted by local associations, nonprofits, and even business organizations. Speaking with professionals outside of the nonprofit sector can help you think of creative or outside-the-box strategies to tackle challenges or grow as a working professional.
Reach out to individuals in similar roles at other organizations. Connect with your counterparts at other organizations to ask if you can get their perspective on how they’re tackling common fundraising challenges. Also, ask them whether they’ve pursued any professional development activities and what they found to be the most helpful.
Any opportunities you have to surround yourself with fundraising knowledge and insight is another step toward developing as a fundraising professional.
Wrapping Up
Fundraising professional development should be an ongoing goal. The fundraising landscape is constantly changing, with new technologies, strategies, and best practices being introduced. Keeping up with this shifting world will allow you to advance in your career and bring more value to your organization.
For more information on fundraising professional development, check out these additional resources:
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Salesforce is one of the most popular options for nonprofits to manage donors and track programs. Specifically, Salesforce products can be especially useful for nonprofits looking for a fully customizable, scalable constituent relationship management system (CRM).
Nonprofits interested in Salesforce should assess the Salesforce Nonprofit Success Pack (NPSP). NPSP configures the base Salesforce CRM to facilitate a number of essential nonprofit tasks, giving you the ability to launch fundraisers, conduct program management, manage donors, and more.
The Salesforce platform can be customized and expanded through a variety of apps available for download on the Salesforce AppExchange. If you’re looking to run your volunteer programs through Salesforce, then explore Volunteers for Salesforce, an app that adds all the features you need to manage your volunteer program.
What is Volunteers for Salesforce?
Volunteers for Salesforce is a free open-source app that nonprofits can integrate into their Salesforce CRM. With this app, volunteer managers can manage volunteer programs by designing volunteer opportunity posts, creating schedules, and tracking key data about your volunteers.
For organizations interested in managing all of their programs, from fundraising campaigns to case management, through one unified system, Volunteers for Salesforce is an easy solution.
What are some features of Volunteers for Salesforce?
With Volunteers for Salesforce’s user-friendly tools, you can manage nearly every aspect of your volunteer program.
Sign-up management
Volunteers for Salesforce provides useful templates and systemized tools that allow nonprofits to create volunteer postings and list them on their website in a manner of minutes. Then, when volunteers apply for a position, the data they input will automatically sync with your CRM, so you can easily find everything you need to get in touch with new volunteers.
To make the most of this feature, consider integrating your website with your Salesforce CRM. You may need assistance from a Salesforce consultant to accomplish this, but doing so will allow you to better track engagement with your volunteer opportunity posts and provide real-time updates to volunteers browsing your website.
Scheduling
Volunteers for Salesforce has numerous scheduling tools that make creating recurring volunteer shifts and assignments simple and efficient.
Specifically, the volunteer shift calendar allows supporters to keep track of upcoming shifts and potentially discover other opportunities they may want to help out with. You can add relevant activities outside of regularly scheduled shifts to the calendar as well, such as scheduled training activities and appreciation events.
Communication tools
One of the most important aspects of a volunteer program is consistent and reliable communication between your nonprofit and its volunteers. Volunteers for Salesforce facilitates the process of getting in touch with supporters by creating individual volunteer records in your CRM that record their information, allowing you to send mass emails to them about new opportunities and easily get in touch with individual volunteers as necessary.
Having a detailed volunteer database to reference also allows you to segment your volunteers based on their skill sets, interests, and history with your organization. By doing so, you can create personalized messages that are relevant to the recipients, strengthening their relationships with your nonprofit.
How can I get started with Volunteers for Salesforce?
Once you’ve decided Volunteers for Salesforce is right for your nonprofit, you can download it for free off the Salesforce AppExchange. From there, if you encounter any issues implementing it or are looking to customize its features, you can partner with a Salesforce developer.
For nonprofits already familiar with and using Salesforce, implementing Volunteers for Salesforce is ultimately an easy and straightforward process. After integration, any data the app collects will flow straight into your CRM for convenient access.
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Salesforce Experience Cloud Explained: A Beginner’s Guide – Salesforce Experience Cloud opens up valuable possibilities for creating online experiences that will encourage your supporters and volunteers to stay engaged with your organization. Learn more about its features in this guide.
Raiser’s Edge vs Salesforce: 5 Reasons Why You Should Switch – If you’re currently using another CRM, such as Blackbaud’s Raiser’s Edge, you may be curious about the differences between your current software and Salesforce. This helpful article can help answer your questions.
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Why Companies Should Have Employee Giving Programs
Businesses that give back to their communities receive a number of benefits in return. From improved reputations to higher employee retention, corporate philanthropy is only increasing in importance in the for-profit sector and for good reason.
Corporate giving takes many forms, and one method in particular allows businesses to make an impact and engage employees at the same time: employee giving programs. Workplace-based giving initiatives provide employees with the opportunity to make a difference with their own two hands.
In this post, we will discuss the benefits of employee giving programs and provide examples of companies that have successfully implemented such programs. Specifically, we’ll explore:
Whether you want to update your current employee giving strategy or launch an entirely new program, this guide will provide answers to what makes employee giving so effective.
What are the benefits of employee giving programs?
Employee giving programs provide numerous benefits for both employees and the companies that implement them. Some of the key advantages of these programs include:
Improved Employee Engagement and Morale
Employees who can support causes they care about through their workplace are more likely to be engaged and motivated in their jobs. After all, they know their hard work is helping to support a good cause.
Studies have shown that employees who are engaged in their work are more productive, have higher job satisfaction, and are less likely to leave their jobs. In addition, employees who can give back to their communities through their workplace are more likely to have a positive attitude and feel a sense of purpose in their work. Let’s look at some specific statistics:
Companies with employee giving programs are also more likely to attract and retain top talent. Many job seekers today are looking for companies that align with their values and support charitable causes, and having an employee giving program can be a key differentiator in the job market.
Boosted Reputation
Companies that practice corporate social responsibility (CSR) are generally looked upon favorably by consumers and employees alike. As discussed, employees want to work for employers they know are making a positive impact in the world, and consumers also want their hard-earned dollars to support businesses making a positive impact.
All types of corporate philanthropy can lead to a positive reputation boost. For example, sponsorships, match grants, and in-kind donations can all help worthy causes. However, employee giving programs specifically give employees more control over which organizations receive funding, increasing their stake in the business’s CSR practices.
In addition to making financial contributions, employee giving programs can also provide opportunities for employees to volunteer their time and skills to support charitable organizations. This is why some law firms require lawyers to work a certain amount of pro-bono hours each year.
Although, take care in whether employees are invited to participate in employee giving or are forced to. While optional programs are likely to see less participation, required ones can lead to resentment from employees, especially if they have limited say in which causes they can give to.
For an example of how to offer freedom of choice in an employee giving program, many companies offer matching donations or volunteer grants. Within these programs, the company matches its employees’ gifts or donates based on the hours its employees spend volunteering. The employees decide which organizations they want to support, and their employer follows suit by giving to the causes they’ve signaled they care about.
Tax benefits
CSR programs allow businesses to do good in the world. Of course, businesses are also fundamentally for-profit organizations, and saving a bit of extra money due to their philanthropic actions is often a major motivator behind giving programs.
Here’s a rundown of how employee giving programs provide tax benefits for both companies and their employees:
As part of your business’s corporate giving strategy, keep careful records of your donations. Request donation receipts from your nonprofit partners if they are not already providing them, and ensure the details of sponsorships and other partnership arrangements are written down and confirmed by both your business and the nonprofits you work with.
Types of Corporate Giving Programs
Corporate giving takes many forms, some of which include employee involvement. Most businesses that are serious about CSR will have a mix of philanthropic programs to meet their communities’ needs and be responsible corporate citizens.
Let’s take a look first at corporate giving programs that have an element of employee giving:
These programs engage employees and let them have an active say in what causes are supported. Of course, there are many other worthwhile corporate giving opportunities unrelated to employees that a company might pursue. These include:
Last, there’s one type of corporate giving program that fits in the middle of this venn diagram:
Which type of corporate giving is right for your company? The answer depends on numerous factors, such as employee interest, which nonprofits are interested in working with your business, and what resources you have available to spend on philanthropy.
However, if we had to pick a favorite, we would single out matching gifts as the best type of employee giving program.
An In-Depth Look at Employee Matching Gifts
With over 26 million individuals working for companies that offer matching gift programs, employee matching gifts have the capacity to make a major impact. For your program, determine what causes you want to support through matching gifts, which of your employees are eligible, and how much you intend to give.
For instance, one company might make only full-time employees eligible for matching gifts, but they may pledge to match all gifts at a 1:1 ratio with an annual cap of $10,000. In contrast, another company might open up its matching gift program to part-time and retired employees but enforce a narrower range of gifts between $50 to $2,500 and exempt donations to educational and religious institutions.
However you decide to organize your matching gift program, you can access benefits like:
Interested in what matching gift programs look like in action? Here’s how matching gift programs have played out at a few companies whose names you might recognize:
Overall, employee matching gift programs can provide numerous benefits for companies and their employees. By offering such a program as part of their employee giving programs, companies can increase the impact of their employees’ charitable giving and enhance their reputation as socially responsible organizations.
How to Implement an Employee Giving Program
The first step in implementing any CSR program is deciding that now is the right time. You have the resources, a philanthropic mission, and you’re pretty sure that your employees will be happy to participate. Now you just need to plan your implementation.
While details vary depending on your program of choice, here are the five steps most companies will take to launch their new employee giving program:
By following these steps, you can design and implement an employee giving program that engages your employees and supports the causes that they care about. This can help your company positively impact your community and enhance your reputation as a socially responsible organization.
Additional Employee Giving Resources
Employee giving programs provide numerous benefits for both employees and the companies that implement them. These programs can increase employee engagement and morale, help companies meet their CSR goals, enhance their reputations, and provide tax savings for both the company and its employees.
Of course, the CSR world is vast, and this overview is just one perspective. To learn more about employee giving before launching your own program, read a few of our favorite resources:
An Overview of Donor Relations – Nonprofit Catalog
Donors power your nonprofit’s work. Without them, you could never deliver your mission to your beneficiaries. And yet some nonprofits make the mistake of viewing their donors as blank checks instead of people. This can be detrimental to your nonprofit’s efforts to fundraise and grow its community.
That’s why focusing on donor relations is so critical for nonprofits—strengthened donor relationships empower you to accomplish your goals and connect with other people who are passionate about your cause and can offer sustained support for your work.
What Is Donor Relations?
Donor relations consists of all the efforts that a nonprofit organization puts into building relationships with its donors and making them feel seen and valued as people.
Your efforts to cultivate lasting relationships with your donors should begin when you first connect with them, whether through prospecting or the donors’ own moves to get involved with your organization. Then, you can continue to build those relationships so that they last.
Donor Relations vs. Donor Stewardship
Often when talking about donor relations, you’ll hear the term “donor stewardship” come up. This makes sense since the two go hand in hand. But there are important differences to note:
In other words, donor relations focuses on donors themselves, while its subset, donor stewardship, focuses on donors’ gifts. Both are a critical part of a sustainable and successful fundraising strategy.
Why Should Nonprofits Focus on Donor Relations?
Focusing on donor relations requires an investment of your nonprofit’s time and resources. But doing so can pay dividends as you experience the following benefits:
In addition to these benefits, focusing on donor relations just makes logical and financial sense. Some nonprofits are misguided in thinking that skipping crucial opportunities to boost donor relations is the easy way out. In reality, constantly having to acquire new donors and supporters can be more costly and difficult than investing in your relationships with those who are already contributing to your cause.
6 Tips for Strengthening Donor Relationships
Now that you know the basics of donor relations, you’re likely ready to start strengthening the relationships you have with your donors. Here are six tips for doing so:
Donor relations is a critical focus area for nonprofits who want to pursue sustained success and future growth. Run with these tips to strengthen your relationships with your donors!
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Creating a Capital Campaign Plan: Complete Guide & Template – Donor relations gets a little more complicated with large-scale capital campaigns. Learn how to set yourself up for success by exploring this guide.
Peer-to-Peer Fundraising: Your Nonprofit’s Guide — Peer-to-peer fundraising gives donors the unique opportunity to fundraise on your behalf. Check out how it works!
Fundraising Campaign Websites – Nonprofit Catalog
Once your nonprofit has put in all the effort to plan a fundraising campaign, you should spread the word to generate support. A fundraising campaign website is one of the most effective tools in your marketing strategy for catching supporters’ interest and empowering them to give. Let’s explore the basics of campaign websites!
What Is A Fundraising Campaign Website?
A fundraising campaign website hosts all the information your supporters need to get involved with your nonprofit’s campaigns. This website will help you promote your campaign, spread awareness about your cause, and get your supporters involved, whether they’re donating, volunteering, or sharing your organization’s message.
Campaign web pages can be created on your main website, or you can create a separate microsite for each large campaign. Microsites are separate from the main website, with a different URL, so they allow you to really feature the campaign and its related details. Depending on the size of your organization and its campaigns, as well as what you know about your supporters and how they engage with your cause online, this could be a great option for you.
What Are The Elements of a Campaign Website?
For your website to be an effective tool, it will need to include certain elements that create a positive user experience for your supporters. Here are some essentials to include:
These elements can all work together to make your campaign website a powerful marketing asset. Depending on the nature of your campaign, you may want to include other features like an event registration form, an advocacy campaign explainer, or an online merchandise store.
4 Fundraising Website Design Best Practices
Including the elements discussed above in your fundraising website will allow you to set up a site that pulls your supporters in. Here are some design best practices to implement to take your site to new heights:
A well-designed fundraising campaign website that contains all the right elements and information can help your nonprofit succeed in its next fundraising endeavor. Use these tips to get started building your fundraising website today!
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Nonprofit Website Builders: The 11+ Best Providers – To make an amazing campaign website, you’ll need the help of a robust website builder. Here are some recommendations.
SEO for Nonprofits: A Complete Guide [+ Optimization Tips] – Search engine optimization (SEO) can help people find your website and campaign pages. Learn how to tap into the power of SEO by reading this guide!
5 Association Web Design Tips to Boost Member Acquisition
Did you know that it takes just 50 milliseconds for online users to form an opinion about your website, which ultimately determines whether or not they like it and if they’ll stick around? In half the time it takes most websites to even load, your online visitors have already made snap judgments about the value of your website and – by extension – your association or member organization.
Every one of those curious scrollers who winces and clicks away is a potential new member, you’ve just lost to something as easily-solvable as simple web design changes.
So, how do you start tackling poor association website design and determining which design elements will turn casual visitors into happy new members? If you’re at a loss for where to start, never fear—we’ve prepared these tried-and-true association website best practices to boost your online member acquisition:
With digital engagement on the rise, it’s more important than ever to use your website as an attractive, interactive hub to enhance the member experience and entice visitors to hit the registration button.
Optimize accessibility for any user, on any device.
First things first: your top priority is making sure that your website actually works when users click through it.
This sounds easy enough—if every site visitor were a digital native with a fiber optic internet connection and a desktop computer. Unfortunately, the reality is a lot messier, and many potential and current members aren’t going to fit that mold.
To ensure that every site visitor has the same smooth, seamless online experience no matter when, where, or how in the world they’re navigating your site, take a look at these UX best practices:
There are many small but important steps you can take to open up your website to a vast new audience of online users. However, there’s a limit to how much you’ll be able to tweak your website without some serious technical experience.
For best results, consider investing in a dedicated association website builder. A user-friendly CMS allows even the most technically-challenged association professionals to make effective changes to your website. Use drag-and-drop features, customizable templates, and member-specific design toolkits to make an association website that will blow users away—and encourage them to head straight to your membership registration page.
Use visual storytelling to capture the member experience.
Once users have successfully loaded your site, you’ll want to make the most of that precious half of a second where they’ll be judging whether to explore further or run away screaming.
This is where visual storytelling becomes your best friend. To immediately capture visitors’ attention and draw them into the narrative of your association, incorporate vibrant, professional images across your major web pages.
From Pulitzer-worthy candids of your event guest speakers in action to Instagramable snapshots of members, these snackable images instantly convey what your association stands for (and what you can offer users if they join).
Of course, pictures aren’t the only visual element to pay attention to. Don’t forget to build your membership website with:
When you bring all of these pleasing elements together, you’ll have created an irresistible feast for the eyes that not only wows new site users but also engages current members.
Tease users with sample content, previews, and perks.
Now that you’ve survived that roller coaster of the first minute visitors spend on your website, you have to continue feeding their interest to successfully attract new members.
Remember that actions speak louder than words. So, rather than writing some long-winded appeal for users to give your association a chance, give them a taste of what they’re missing out on!
Take a page from the MemberClicks guide to building a membership website and strategically organize your association website for the public (including prospective members) so that they can access and sample enticing content. In particular, you’ll want to allow anyone to view your:
You could even offer tastes of event content, downloadable resources, educational materials and other small samples of everything your association has to offer. If users want more, all they need to do is sign up.
Leverage the promotional power of your member directory.
The online member directory is probably one of the most underrated marketing tools in your association toolkit.
At first glance, your directory may just seem like a glorified list. But in reality, it can be a critical tool for member networking, digital engagement and (you guessed it!) public promotion.
Think of it as an online pamphlet that prospective members can flip through to see just how many passionate members have taken the dive to join your association. And for a small price, they, too, can access the full high-powered network of fellow professionals.
Be sure to invest in an association management system that can integrate seamlessly with your website. This will allow you to upload your directory directly into your CMS and automatically update member information as new members join and existing members tweak their profiles.
For inspiration on how to create and customize your own online member directory, check out Wild Apricot’s member directory templates.
Test, test, and test again.
When in doubt, test, test, and test again.
There’s no such thing as a perfect association website, and there will always be room for you to improve, adjust, and revamp elements of your site to maximize engagement and push individuals toward your registration page.
Use regular A/B testing to see how different versions and elements of your website perform and what steps you can take to constantly improve the online user experience.
This is especially important as web technologies continue to evolve and user expectations get higher and higher for what they want to see from your association web platform.
There are many moving parts to consider to build out a truly awe-inspiring, member-acquiring association website. To guarantee that you end up with a beautiful, functional web platform rather than Frankenstein’s monster, use these key tips and tools to guide you through the creative and technical process.
From investing in the right website builder and AMS solution to mindfully organizing your site’s visual elements, these insights should give you the confidence and power to create a membership website for the ages.
The Microsoft Ad Grant: An Essential Nonprofit Tool
If you’ve been in the fundraising world for a while, you might be familiar with the Google Ad Grant program. Google provides eligible nonprofits with $10,000 per month in ad spending to help boost their organizations’ reach online.
However, you may not know much about Microsoft’s new program, Ads for Social Impact, which functions similarly to the Google Ad Grant program. As of June 2022, Microsoft offers nonprofits $3,000 per month in ad spending for platforms such as Bing, Yahoo, AOL, Outlook, MSN, and Microsoft Edge.
Although the grant amounts differ between the two programs, both can help you spread awareness of your organization’s mission and raise money for your cause.
Our mission at NXUnite is to provide nonprofits with tools and resources that will set them up for success. We believe that the Microsoft Ad Grant is one such tool that will help organizations spread their missions and reach their fundraising goals. We’re happy to offer this guide so nonprofits can learn more about the program and how to enroll. Here are the topics we’ll cover:
We have a lot to review, so let’s get started!
Microsoft Ad Grant Basics
Microsoft’s Ads for Social Impact program serves to help eligible nonprofits drive traffic to their websites and reach their fundraising and marketing goals at no cost to these organizations. The Microsoft Ad Grant covers $3,000 per month in ad spending for ads on multiple Microsoft-owned websites.
Since Microsoft Ad Grants cover so many different platforms, it can be difficult to picture what an ad created by a participating organization would look like. We’ll walk you through an example on Yahoo so you can visualize how a Microsoft Ad for your particular organization might look.
Let’s say that someone in your community is passionate about protecting wildlife. While checking their Yahoo email, this person might do a quick search for “save the turtles.” Yahoo will return a results page with the phrase “Ads related to: save the turtles” at the top. Underneath, there will be links to websites dedicated to protecting wildlife. These organizations are using Microsoft Ads to boost their reach and spread their mission online.
Nonprofits enrolled in the Microsoft Ad Grant program receive unique benefits that distinguish Microsoft’s program from Google’s. Your organization might already leverage paid search opportunities with Google or Microsoft. For nonprofits that use Google Ads, they must create a separate account for the Google Ad Grant program. In contrast, organizations that already use Microsoft Ads can apply their Microsoft Ad Grant directly to their existing account, allowing them to keep all of their campaigns in the same place.
Another difference between the two programs is the required account restrictions. Since Google Ad Grant accounts are separate from typical Google Ad accounts, there are more restrictions put on Google Ad Grant accounts, including minimum click-through rates, minimum quality scores, and maximum cost-per-click. In Microsoft’s program, all of your Microsoft Ads are under one account with none of these restrictions. That way, you can use the grant just as you would use funds for a regular paid search campaign.
Now that we’ve covered the basics, it’s time to move on to the benefits of enrolling in Microsoft’s Ads for Social Impact program.
Benefits of Microsoft Ad Grants
Besides expanding visibility for your website, there are many benefits of leveraging Microsoft Ad Grants. Take a look at some of the main advantages of participating in the program:
More site engagement.
While creating engaging content is a great way to improve your organization’s website, your content won’t fulfill its purpose if people can’t find your website in the first place.
By producing Microsoft Ads that highlight different pages on your site, you’ll encourage people to check out the resources they’re interested in. Someone looking to volunteer for a nonprofit will search differently than someone looking to donate, and by using your Microsoft Ad Grant appropriately, you can make sure both individuals find the information they need on your website.
More conversions.
Once you get more people to engage with your site, you’re likely to see more conversions. Just as businesses and other for-profit organizations track conversions to sales, nonprofits can track different types of conversions to measure the impact of their campaigns. Some online conversions your organization might track include:
By using the Microsoft Ad Grant to show prospective supporters the pages they’re interested in, you can increase the likelihood that people will perform the intended actions associated with those pages rather than aimlessly skimming your website.
Additional communication with your supporters.
As a nonprofit, you likely already use a mix of communication tools such as email, direct mail, phone calls, text messages, and social media. Microsoft Ad Grants provide an additional opportunity to reach out to your supporters in a more understated way.
While it’s important to engage with your supporters in a variety of different ways, it’s also important not to overwhelm them with too much information and too frequent communication. With Microsoft Ad Grants, you allow current and prospective supporters to learn about your organization on their own time and at their own discretion.
Better understanding of your supporters.
When a supporter interacts with your website, their actions provide several types of data for your organization. By keeping track of this data, you can figure out how to improve your campaigns and get the most out of your Microsoft Ad Grant.
To help you analyze your website activity, Microsoft provides tools such as event tracking, campaign analytics, and traffic insights. That way, you can leverage this information and use it to your organization’s advantage to make sure your website and content are serving your supporters as they should.
Set amount of funds each month.
Once you’re enrolled in the Microsoft Ad Grant program, you can be sure that you’ll receive $3,000 in your Microsoft Ad account each month. While this may seem like a given, many traditional grant programs allocate limited grant funds to qualifying organizations based on their needs.
Knowing exactly how much money in ad spending you’ll receive from Microsoft each month, you can better plan how your organization will use the grant without wasting time wondering how much money you’ll be allotted.
Ways to Use Microsoft Ad Grants
Just as it’s important to outline your goals for a fundraiser or social media campaign, it’s good practice to determine what you want to achieve by using your Microsoft Ad Grant. Setting goals for your campaigns will ensure that you’re using your grant money efficiently.
If you’re not sure what goals you’d like to accomplish during your time in the Microsoft Ad Grant program, take a look at some of our suggestions:
With your goals in mind, you’ll create campaigns with better focus and get the most out of your Microsoft Ad Grant.
Eligibility Requirements
If you’re interested in applying for the Ads for Social Impact program, you’ll need to make sure you’re eligible for the program. Microsoft has three main eligibility requirements. The first is status as a legally recognized nonprofit or non-governmental organization in your country. For United States-based organizations, that includes registering with the IRS as a tax-exempt 501(c)(3) organization.
The next requirement is operating on a not-for-profit basis and serving a specific mission. Microsoft gives mission examples such as helping the poor, preserving the environment, and protecting human rights.
Microsoft’s final requirement is that all participating organizations are inclusive of others. They prohibit any organizations with discriminatory policies or missions from joining the program.
In addition the Microsoft’s three eligibility requirements, they also list ineligible organization types, such as:
For a full list of eligibility requirements, check out Microsoft’s program eligibility page here.
Microsoft Ad Grant Application
After determining your organization is eligible for the program, the next step is to fill out an application. There are two main parts of the application.
First, you’ll apply to Microsoft for Nonprofits, Microsoft’s overarching program dedicated to nonprofit tools and resources. This part of the application has four steps.
The second part of the application process is applying for the Microsoft Ad Grant itself. You’ll provide additional information about your nonprofit and point of contact, and Microsoft will get back to you within 10 business days.
Microsoft Ad Grant Best Practices
Once Microsoft accepts your Microsoft Ad Grant application, you’ll likely want to jump right in and start setting up campaigns. To enure your campaigns are effective, we recommend following a few best practices that other nonprofits have found helpful in the past. Here are some guidelines for running your Microsoft Ad Grant account effectively:
Structure your account appropriately.
Organization is key when it comes to Microsoft Ad Grant campaigns because it allows you to ensure that each campaign has its own specific purpose. The goal of each campaign should be the conversion you’re looking to boost.
For example, let’s say your overall goals for your participation in the program are expanding your email subscriber base, recruiting more volunteers, and informing your supporters about matching gifts. Establish your campaigns’ priorities right away by setting up three separate campaigns, one for each goal. That way, you can track the metrics for each goal separately. Additionally, you can create straightforward campaigns that each focus on one aspect of your mission, making it clear to supporters what you’re asking them to do.
Write clear ad copy.
When it comes to Microsoft Ad copy, the simpler, the better. People will only spend a few seconds looking at your ad, so you want to make sure your message is very clear. Short sentences are usually best. It’s also good practice to avoid uncommon acronyms or abbreviations that may confuse people.
Choose keywords carefully.
To make sure you’re choosing effective keywords, you’ll want to think backward. What are your supporters likely searching for? Those are the words and phrases you’ll want to choose as your keywords.
It’s best to choose specific keywords. People searching for “animals” aren’t necessarily looking for an animal shelter, but those searching for “volunteering with animals” or “adopting a pet” might be.
Keep track of your campaign metrics.
Luckily, Microsoft has built-in analytics options that allow you to easily track the success of your campaigns. Analyzing this data and implementing the insights you glean from it will allow you to shape your campaigns and content to your supporters’ needs.
For example, if you see that people are going straight from your volunteer registration page to your contact information page, it might be useful to add a section with contact information on the volunteer registration page itself for easy access.
Use automatic bidding.
In order to show up in searches for certain keywords, you’ll bid for them along with other organizations. You can submit bids manually, but Microsoft has automatic bidding options that will save your team time and energy.
These bidding strategies include ones for enhancing your cost-per-click, maximizing your clicks, maximizing your conversions, and achieving your target cost per acquisition and return on ad spend.
Following these best practices will ensure that you’re managing your campaigns efficiently and effectively.
Using Microsoft Ad Grants with Other Fundraising Tools
At NXUnite, we’re passionate about connecting nonprofits with the tools and resources that will launch them toward success. While Microsoft Ad Grants are one such tool, leveraging a variety of tools and strategies will help your organization spread awareness and raise money for its cause. Take a look at how your organization can use Microsoft Ad Grants in conjunction with other valuable fundraising tools:
Knowing which nonprofit tools are available for you to use is important, but knowing how to use them in conjunction with each other is even more powerful.
Working with a Microsoft Ad Grant Agency
While we hope this guide will help you manage your Microsoft Ad Grant effectively, we also understand that many nonprofits have constrained time and energy to devote to new projects. That’s where digital marketing agencies come in.
There are organizations out there that are specifically dedicated to helping nonprofits manage ad grants. They know the ins and outs of different ad grant programs and how to optimize your account. These types of agencies can help with any stage of the grant management process, such as:
Reaching out to a digital marketing agency can take the burden of managing your ad grant off your team. You can feel at ease knowing that experts are taking care of your account.
More Fundraising Tools
By now, you should understand what the Microsoft Ad Grant is and how powerful of a fundraising tool it truly is. By enrolling in the Microsoft Ad Grant program, you’ll be able to work toward your organization’s fundraising goals and raise awareness for your cause.
As we mentioned, there are many other great fundraising tools out there. These articles will allow you to learn more about some of the ones we recommend:
Back to School Events – Nonprofit Catalog
As summer draws to a close and the curtains open on the school year, both students and staff are eager to reconnect with one another. Hosting a back to school event creates an ideal opportunity to gather everyone together and raise school funds to support another productive year.
Back to school events can come in many forms, so there is plenty of flexibility to choose the most suitable event for your goals and budget. When it comes to planning one, prioritize offering an enjoyable experience for attendees and maximizing fundraising efforts for your school.
What are back to school events?
Back to school events are social functions usually held at the beginning of a school year to celebrate students’ return from the summer break. These can be tailored to the student population, exclusive to school staff, or even open to the local community. To have everything ready by the time students start their classes, back to school events require prior planning and preparation.
There is a wide range of exciting events suitable for schools of all sizes and students of all ages. By taking the time to align your planning committee on your objectives and budget, you can narrow down the list to find a back to school fundraiser idea that works for your school.
How do I organize a back to school event?
Since back to school events tend to be larger scale and involve attendees from diverse backgrounds and interests, it’s important to think ahead to ensure you plan an engaging and successful event. By agreeing on a concrete plan, you can kick off the new school year on a positive and productive note.
Use these following steps as a guide for hosting a successful back to school event:
Hosting a successful back to school event can be beneficial for both your school and event attendees alike. All it takes is some thoughtful planning to get started.
What are popular event fundraising ideas?
With so many possibilities, it can get a little time-consuming to look into all the event ideas your school could consider. Learning more about popular back to school fundraising events can provide a helpful jumping-off point.
Offer students and parents some fun and enjoyable ways to show their school spirit with these following ideas:
You can even incentivize attendance and participation from invited guests by organizing games and prizes at your event.
A memorable back to school event can provide an added boost of enthusiasm for students as they begin their fall semester. Ensure a positive and productive start to the school year for both your school and your students with one of these engaging ideas.
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Why is Read Across America Important? – Read Across America Week is another ideal time for raising money for students’ education and encouraging them to learn. This article will help you get started with hosting a Read-a-Thon.
Nonprofit Event Planning – Thoughtful planning is essential for providing a solid foundation for any event. Learn more about effective event planning in this guide.
Community Software — Nonprofit Catalog
Spreadsheets, paper forms, and disconnected online sign-ups can make any community member shy away from filling out another registration form. Sadly, this means that many unique community events lack the right management system to realize their full potential. Without an organized management system, even the best marketing efforts are stunted by a slow registration process.
Community software resolves the problem of chaotic registration by inviting community members to sign up via innovative software. This solution is perfect for any organization looking to implement a cleaner, more centralized sign-up process. Let’s tackle some community software basics.
What is community software?
Community software provides a painless sign-up process for individuals and families attending events and programs hosted by parks and recreation centers, aquatic centers, sports leagues, and schools. It’s a streamlined system that makes all memberships, classes, and registrations readily accessible through one account.
This means that community members only need to fill out their information once to sign up for multiple programs. For instance, if all applicable organizations are housed within the software, an individual could register for a recreational soccer league, art class, and fundraising 5K by only registering one time.
Additionally, platforms like CommunityPass offer specialized features that help your organization stay consistent with the latest community updates. Customizable reports, facility management, and simplified payment processing are a few of the tools that can help your organization enhance its online platform.
Community Software Features
When all of your organization’s registration data are stored in a centralized location, you can speed up the sign-up process while gathering new information. Here are some potential community software features to leverage:
All of these features can translate into saved money and increased attendance for your organization. In other words, faster sign-ups mean more sign-ups.
What can community software do for your organization?
Now that we’ve covered some of the perks community software provides community members, what are some more specific, organizational advantages of using community software? Your organization can use this tool to:
Community software makes registration more readily accessible by transforming loose items like tickets, registrations, memberships, passes, and ID cards into trackable data. This way, your organization can reap the benefits of centralized management and community members can enjoy efficient sign-ups.
Additional Resources
Panelist Tech FAQs
Thank you so much for being a panelist on an upcoming NXUnite panel! We’ve compiled some guidance on navigating the NXUnite Panel streaming platform called Livestorm. If you have any questions or concerns, please reach out to your contacts on the Nexus Marketing team.
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Fundraising Professional Development: Top Tips & Resources
If you work in the fundraising space, you know how fast-paced, challenging, and exciting it can be. On any given day, your to-do list might include reaching out to donors, planning engaging events, and promoting your organization online. Whether you work for a nonprofit, university, or other organization, you’ve likely experienced a few fundraising successes and failures and learned important lessons along the way.
Now, you might be looking for some structured resources and tips to help you approach fundraising professional development strategically. That’s probably what brought you here today!
In this guide, we’ll cover a few frequently asked questions about fundraising professional development and provide you with effective formal and informal resources you can use to grow as a fundraiser. We’ll answer the following questions:
Taking the time to improve your fundraising skills and grow your fundraising network can help you plan better fundraising campaigns and events for your organization, ultimately helping you raise more. It’s a win-win for you and the cause you’re working for!
Why is nonprofit fundraising professional development important?
Professional development has benefits both for you as a fundraiser and for your organization as a whole. Here are some specific benefits of fundraising professional development:
To approach fundraising professional development productively, set personal goals. For example, you might identify a certification you’d like to pursue or plan to set aside a specific amount of time each week to pursue professional development. Having a specific goal in mind will help you measure your progress and make tangible strides toward becoming a better fundraiser.
Where can you find fundraising professional development resources?
It can be challenging to parse through the hundreds of websites and resources online that offer fundraising development support. To help narrow down your search, here are a few common sources of fundraising professional development resources and courses:
Read on for a more in-depth look at our top options for fundraising professional development resources!
What are the best fundraising resources for professional development?
You have a range of options to consider for different ways you can build your fundraising skills. These options include everything from taking an online course to attending conferences.
Specifically, here’s a closer look at some of our favorite professional development resources for fundraisers:
Webinars
A webinar is an online discussion or seminar where industry experts share their insights and opinions about specific topics. Nonprofit webinars bring together fundraising experts with individuals looking to expand their fundraising efforts or skill set to provide more value to their organizations.
Webinars are helpful if you don’t have a lot of free time on your hands to devote to fundraising professional development. Most are an hour or less, so you may even be able to join on your lunch break.
Take a look at our top two sources for nonprofit webinars:
NXUnite
NXUnite delivers a wide range of nonprofit webinars and panels with well-known nonprofit experts and influencers. Topics go beyond the fundraising basics to get to the heart of the challenges and opportunities that fundraisers currently face. Plus, these webinars offer insights for the entire mission-driven sector as a whole. That means there’s something for everyone, from nonprofit professionals to professionals working with associations, faith organizations, schools, and more.
Interested in participating in or presenting at an NXUnite panel? Sign up to join the NXUnite community.
Double the Donation
Double the Donation is the leading industry expert on matching gift fundraising. Their webinars can help you understand how to maximize your fundraising revenue from this important but often overlooked source. But their webinars cover more than matching gifts—topics also include volunteer grants, workplace giving, integration deep dives, and general fundraising best practices. Visit the Double the Donation website for more information on live and on-demand webinars.
Online courses
Online learning has exploded in popularity in recent years, giving fundraisers a way to continue their education while working full-time jobs. If you’re looking for more in-depth fundraising training, taking an online course can be an effective way to develop your skills while working at your own pace. Plus, many online fundraising courses are completely free.
Let’s review some of our favorite online fundraising courses:
Nonprofit.Courses
Nonprofit.Courses offers thousands of online courses for nonprofit staff and board members and volunteers. Course topics include grantwriting, fundraising, start-up for small nonprofits, and more. They also offer courses to help earn a variety of certificates like a nonprofit management certification. You can also check out the free content offered by Nonprofit.Courses, which includes podcasts, videos, and documents.
NonprofitReady
NonprofitReady provides free online training courses for fundraising professionals. These courses cover common fundraising tasks and challenges, including accounting and finance, marketing and communications, and much more. They also empower fundraisers to earn free certificates in areas such as fundraising essentials and financial management essentials.
Udemy
Udemy offers a broad range of courses, not only for nonprofit professionals but also for business professionals. Their nonprofit courses run the gamut from graphic design for nonprofits to how to start a nonprofit with limited resources. Udemy also offers a nonprofit plan for 501(c)(3) organizations, granting them special pricing and access to thousands of on-demand courses.
Associations and accrediting organizations
As mentioned, associations can be a great resource for getting connected to fundraising professional development opportunities. Associations bring nonprofit professionals together to learn, make connections, and grow in their profession. Joining an association can help you find free resources and new opportunities that you might otherwise not have access to.
In addition, there are multiple accrediting organizations that set fundraising standards and offer certifications for nonprofit professionals to earn that prove their fundraising capabilities. Earning these certifications shows current and potential employers that you’ve committed to the highest standards of professionalism in the fundraising space.
Here’s a closer look at a few fundraising associations and accrediting organizations you may be interested in joining:
AFP
The Association of Fundraising Professionals (AFP) brings together individual fundraisers and nonprofit organizations to promote ethical fundraising and train professionals on fundraising best practices. AFP facilitates both in-person professional development and online learning. Check out the event calendar to learn more about and sign up for in-person engagement opportunities.
Their online learning opportunities include webinars, e-courses, and intensive workshops.
Your state’s nonprofit association or membership organization
Joining a local association within your region or state can be highly beneficial for networking with other professionals that understand the unique fundraising environment of your local area.
You can either find your local chapter of a larger association such as AFP or look for other organizations that specifically focus on your area. For example, you might join the Georgia Center for Nonprofits, the Ohio Association of Nonprofit Organizations, or CalNonprofits. A regional or local organization will host events and webinars that bring together other fundraising professionals in your area who are dealing with similar issues.
CFRE
CFRE (Certified Fund Raising Executive) International is an independent nonprofit with a mission to set standards for the philanthropic space and facilitate accreditations for fundraising professionals. To become a CFRE, nonprofit professionals must first earn continuing education points in a variety of topic areas. After reaching the point requirement, professionals can fill out an application and complete a written examination.
Receiving the CFRE certification shows employers that you have a broad knowledge base of fundraising and nonprofit management topics, that you’re invested in growing and developing as a fundraiser, and that you adhere to the highest standards of ethical fundraising. Learn more about the certification and requirements on the CFRE website.
Public speaking and presentation training
Fundraising professionals are often surprised when they realize how much of the success of their role depends on their public speaking skills. As a fundraiser, you probably engage with a variety of internal and external audiences on a regular basis, from your fellow staff members to volunteers, donors, corporate partners, and more. Communicating effectively with these different groups is critical to garnering support for your nonprofit’s fundraising efforts.
Let’s take a look at our favorite public speaking resource:
Be Brilliant Presentation Group
Be Brilliant Presentation Group is a public speaking organization that helps working professionals grow in their presentation skills and become more impactful, inspiring speakers. Individuals looking for tailored public speaking coaching can gain access to a tried-and-true presentation framework, one-on-one coaching, and interactive workshops.
Taking your unique presentation style into account, your speaking coach will work with you to help you develop your skills and create an approach that works best for you. Your coach can also help you specifically with preparations for a conference speech or presentation and even provide day-of assistance. Speak with a coach today to find out more.
Conferences
Nothing brings nonprofit professionals together quite like a conference. A conference allows fundraising professionals to discuss trends, challenges, and opportunities within the fundraising space. These experiences are invaluable for the connections that they foster and strategic partnerships they can help forge between organizations and individuals.
If you’re interested in attending a conference to brush up on the latest fundraising trends and best practices, here are a few to consider adding to your calendar:
Double the Donation’s Matching Gift Summit
Double the Donation’s Matching Gift Summit offers a chance for nonprofit professionals to come together to join in roundtable discussions and hear presentations about matching gifts. This conference will provide you with a more developed strategy for raising more funding for your organization through matching gifts.
You’ll also hear insight about how to use Double the Donation’s tools to their full potential to streamline the matching gift process as much as possible. The easier you can make the matching gift process for donors, the more funding you can earn from this source.
The exact date for this year’s matching gift summit hasn’t been announced yet, but you can check NXUnite’s nonprofit conference page for updates!
AFP ICON
Considered the world’s largest fundraising conference, AFP’s International Conference (also known as AFP Icon) is a multi-day conference that brings together nonprofit professionals from a wide array of backgrounds and organizations. The 2022 conference schedule included sessions on leveraging digital ads for fundraising success, inclusion and equity issues in fundraising, and how to advance in your fundraising career.
AFP ICON 2023 is scheduled for April 16-18 in New Orleans. Keep an eye on the website for updates.
Cause Camp
Labeled a “must-attend” nonprofit conference by Forbes, Cause Camp brings together leaders, influencers, and other movers and shakers in the fundraising world. Along with presentations and panels, Cause Camp offers breakout sessions that are geared toward facilitating training, not just discussions. Plus, attendees can earn up to five CFRE credits for attending.
Cause Camp 2023 will be held in Greater Sandusky, Ohio on September 14 and 15.
Nonprofit Technology Conference
The Nonprofit Technology Conference (otherwise known as the NTC) is an annual gathering focused on how technology works within the nonprofit sector. The conference is hosted by NTEN, an organization dedicated to bringing together nonprofit professionals to use technology for good. The NTC offers breakout sessions, networking opportunities, and other educational experiences to advance the field of nonprofit technology and use.
The next NTC will be held April 12-14, 2023, in Denver, Colorado.
Check out NXUnite’s roundup of the best nonprofit conferences to explore additional opportunities.
What are some informal ways to pursue fundraising professional development?
Attending a conference or earning a certificate aren’t the only ways to grow as a fundraiser. You can pursue fundraising professional development in more casual settings as well. For instance, you can:
Any opportunities you have to surround yourself with fundraising knowledge and insight is another step toward developing as a fundraising professional.
Wrapping Up
Fundraising professional development should be an ongoing goal. The fundraising landscape is constantly changing, with new technologies, strategies, and best practices being introduced. Keeping up with this shifting world will allow you to advance in your career and bring more value to your organization.
For more information on fundraising professional development, check out these additional resources:
Volunteers for Salesforce – Nonprofit Catalog
Salesforce is one of the most popular options for nonprofits to manage donors and track programs. Specifically, Salesforce products can be especially useful for nonprofits looking for a fully customizable, scalable constituent relationship management system (CRM).
Nonprofits interested in Salesforce should assess the Salesforce Nonprofit Success Pack (NPSP). NPSP configures the base Salesforce CRM to facilitate a number of essential nonprofit tasks, giving you the ability to launch fundraisers, conduct program management, manage donors, and more.
The Salesforce platform can be customized and expanded through a variety of apps available for download on the Salesforce AppExchange. If you’re looking to run your volunteer programs through Salesforce, then explore Volunteers for Salesforce, an app that adds all the features you need to manage your volunteer program.
What is Volunteers for Salesforce?
Volunteers for Salesforce is a free open-source app that nonprofits can integrate into their Salesforce CRM. With this app, volunteer managers can manage volunteer programs by designing volunteer opportunity posts, creating schedules, and tracking key data about your volunteers.
For organizations interested in managing all of their programs, from fundraising campaigns to case management, through one unified system, Volunteers for Salesforce is an easy solution.
What are some features of Volunteers for Salesforce?
With Volunteers for Salesforce’s user-friendly tools, you can manage nearly every aspect of your volunteer program.
Sign-up management
Volunteers for Salesforce provides useful templates and systemized tools that allow nonprofits to create volunteer postings and list them on their website in a manner of minutes. Then, when volunteers apply for a position, the data they input will automatically sync with your CRM, so you can easily find everything you need to get in touch with new volunteers.
To make the most of this feature, consider integrating your website with your Salesforce CRM. You may need assistance from a Salesforce consultant to accomplish this, but doing so will allow you to better track engagement with your volunteer opportunity posts and provide real-time updates to volunteers browsing your website.
Scheduling
Volunteers for Salesforce has numerous scheduling tools that make creating recurring volunteer shifts and assignments simple and efficient.
Specifically, the volunteer shift calendar allows supporters to keep track of upcoming shifts and potentially discover other opportunities they may want to help out with. You can add relevant activities outside of regularly scheduled shifts to the calendar as well, such as scheduled training activities and appreciation events.
Communication tools
One of the most important aspects of a volunteer program is consistent and reliable communication between your nonprofit and its volunteers. Volunteers for Salesforce facilitates the process of getting in touch with supporters by creating individual volunteer records in your CRM that record their information, allowing you to send mass emails to them about new opportunities and easily get in touch with individual volunteers as necessary.
Having a detailed volunteer database to reference also allows you to segment your volunteers based on their skill sets, interests, and history with your organization. By doing so, you can create personalized messages that are relevant to the recipients, strengthening their relationships with your nonprofit.
How can I get started with Volunteers for Salesforce?
Once you’ve decided Volunteers for Salesforce is right for your nonprofit, you can download it for free off the Salesforce AppExchange. From there, if you encounter any issues implementing it or are looking to customize its features, you can partner with a Salesforce developer.
For nonprofits already familiar with and using Salesforce, implementing Volunteers for Salesforce is ultimately an easy and straightforward process. After integration, any data the app collects will flow straight into your CRM for convenient access.
Additional Resources
Nonprofit Catalog – Read up on more nonprofit essentials by exploring our Nonprofit Catalog.
Salesforce Experience Cloud Explained: A Beginner’s Guide – Salesforce Experience Cloud opens up valuable possibilities for creating online experiences that will encourage your supporters and volunteers to stay engaged with your organization. Learn more about its features in this guide.
Raiser’s Edge vs Salesforce: 5 Reasons Why You Should Switch – If you’re currently using another CRM, such as Blackbaud’s Raiser’s Edge, you may be curious about the differences between your current software and Salesforce. This helpful article can help answer your questions.