Elevate your small business marketing strategy with these tips.

4 Marketing Tips to Help Your Small Business Stand Out

It can be difficult for small businesses with limited resources and reach to stand out from the competition. That’s why developing a robust marketing plan is essential to building your brand, growing your business, and ensuring that your services are made available to as many customers as possible.

Whether you own a pet store, dance studio, or flower shop, these four tips will help you market your mission and raise meaningful support for your small business.

1. Invest in marketing software

Chances are you already use software to complete transactions, manage payroll, and store customer data. By adding marketing software to your tech stack, you can optimize campaigns, tap into your target markets, and convert more leads into sales.

To ensure a positive return on investment, Gingr recommends a marketing solution that allows you to:

  • Track customer engagement. Invest in a solution that provides built-in tools for tracking and analyzing how customers interact with your deliverables. These insights will help you improve future outreach.
  • Segment customers into unique groups. By categorizing customers into groups based on shared characteristics, such as demographics, level of loyalty, or geographic location, you can be sure you’re sending relevant information to the right people.
  • Use custom templates to streamline outreach. Custom marketing templates allow you to send important updates directly to customers without having to write the copy from scratch.

With software dedicated to supporting your marketing strategy, you can spend less time worrying about outreach and more time building meaningful relationships with your customers.

2.  Get to know your audience

Identifying a target audience helps your small business focus its marketing efforts and dollars on the people who are most likely to invest in your products or services. Employ these strategies to ensure that your marketing materials appeal to the unique needs and interests of your ideal customers:

  • Analyze competitors. Research similar businesses in the area, and evaluate who their customers are. Depending on if these businesses are more established in the area than yours, you may want to consider tailoring your offerings and marketing to a different customer base than your competitors. While there may be some overlap, this exercise will help you stand out. For example, if you’re running a massage business, you can set yourself apart by focusing on aromatherapy if nearby practices don’t offer this service.
  • Perform prospect research. Prospecting is the process of using your customer relationship management system (CRM) to identify potential customers who have the financial ability and interest to support your business. If your database is updated and organized, you should be able to quickly scan through it to find important information about your target audience.
  • Create customer personas. Once you better understand who your target audience is, create customer personas to represent the different types of clients who walk through your door. For instance, if you’re a dog trainer, you might create customer personas for your experienced dog owner audience and your new dog owner audience. Then, you can tailor your communications according to their preferences and interests.

Now that you have a target audience in mind, you can make informed decisions about which marketing channels, messaging, and branding to use to solicit their support. Carefully consider the kind of advertisements that would most appeal to this niche, and create marketing materials that reflect your customers’ interests.

3. Leverage multichannel marketing

If you want to effectively promote your small business, consider adopting a multichannel approach to marketing. Multichannel marketing uses several different touchpoints to reach your target audience on their preferred platforms and attract the attention of as many supporters as possible.

Your organization’s website should be central to your outreach efforts. Create web pages dedicated to the various aspects of your business, such as an “About Us” page that summarizes your vision and an e-commerce store that offers integrated payment processing. Then, link back to these resources across your other communication channels, which may include:

  • Email: Consider sending out a monthly email newsletter with important updates, information, and reviews on your products and services. Encourage recipients to open your message with a short, eye-catching subject line like “A quick update from our company: What’s new?”
  • Direct mail: Sending event invitations, informational flyers, and customer appreciation letters through the mail can result in high response rates when given a personalized touch. Address supporters by name and include relevant information about their connection to your small business. Then, include a QR code that recipients can scan to access your website, sign up for your email newsletter, or follow your social media accounts.
  • Social media: If you want to expand your social media presence across Instagram, Twitter, Facebook, and TikTok, NXUnite suggests reaching out to industry leaders who already have a large following and asking if they’d be willing to share your content with their own networks.

One channel isn’t enough to market your small business. By maximizing your reach, you’ll remain at the top of your current and potential customers’ minds.

4. Launch a referral program

A referral program encourages current customers to refer their friends, family members, and peers to your business in exchange for a reward. These programs are relatively low-cost and effective, as 64% of marketers agree that word of mouth is the most effective form of marketing. After all, people trust the opinions of family and friends when buying a new product or considering a new service more than they would trust paid advertising.

When designing a referral program, you should:

  • Establish clear rules. Create criteria for entering the referral program, and plan for potential contingencies to ensure your referral program is mutually beneficial for your business and customers. For example, you may set a maximum number of referrals per year to conserve the time, money, and resources you spend on rewards.
  • Offer enticing rewards. Your rewards should excite customers and motivate them to promote your brand. Consider providing branded merchandise, discounts, free services, or package add-ons. Aside from incentivizing your customers to participate in the program, these gifts are also a great way to show your appreciation for their referrals.
  • Market your referral program. Create a memorable slogan or tagline to describe your referral program and encapsulate your brand, such as “Refer a friend to our pet grooming business and earn 10% off your pet’s next haircut.” Then, share it with your customers, and encourage them to spread the word to their peers.

If managed properly, a referral program should engage existing customers while broadening your supporter base. Be sure to promote your referral program on your business’s website and checkout page so your customers can easily learn about this opportunity.

Work with your entire team to ensure that these marketing strategies align with your larger goals, budget, and vision. Whether you’re looking to market an upcoming event or raise brand awareness in the community, investing in a robust marketing plan will help your small business succeed in an increasingly competitive landscape.


Author: Casey Dorman

Hi, I’m Casey! I’m the Sales Manager at Gingr software.  Originally from Indianapolis, I now live in Colorado with my wife and dog, Dexter.  Our hobbies include hiking, skiing, and visiting local breweries.

Want to learn how to leverage digital fundraising for nonprofit success? Learn more with this guide.

Digital Fundraising for Nonprofits: 6 Key Strategies

Optimizing your digital fundraising and marketing strategies now helps cement your future fundraising success. But, with so many nonprofits competing for visibility online, it can be difficult to stand out. By investing in the right digital tools, using social media, leveraging the Google algorithm, and organizing your data, your nonprofit can boost your online reach far beyond your existing community. 

1. Use online fundraising software                  

It’s only fitting to manage your digital fundraising campaigns online. Digital fundraising software can help your nonprofit:

  • Record and store donor-specific information
  • Launch online donation forms
  • Send automated gift acknowledgments
  • Manage online event registrations
  • Report your fundraising metrics
  • Create and send email blasts 

No matter your nonprofit’s size or focus, a well-rounded fundraising software solution can streamline all of your operations. Your nonprofit should choose fundraising software that automatically syncs any donor-specific information with your CRM so your information is always up-to-date. 

Getting started with a fundraising software solution is simple. First, research and demo the different options on the market and choose which one is the best for you. Then, work with your onboarding specialist to learn how to use the software and tailor it to your specific fundraising needs. Once you’re comfortable with the system, remember to consistently flag any additional problems you run into so you can best leverage the software.

2. Include remote options for your fundraising event

Virtual and hybrid events naturally complement your digital fundraising strategies. For instance, you can easily send the link to your online donation page in the chat of an event hosted via video call. Plus, hosting remote or hybrid events is easier than ever due to the affordability and user-friendliness of digital fundraising software solutions. Consider adding a remote component to these traditionally in-person fundraising ideas:

  • Silent auction
  • 5K walk/run
  • Gala
  • Dinner party
  • Movie watch party
  • Meet-and-greet with beneficiaries
  • Networking event
  • Webinars and panels with nonprofit experts
  • Q&A sessions with the executive director or board president
  • Giving Days

A simple way to add a remote element to your event is to gather attendees on a video call. Video conferencing software is widely available, so it’s likely that your attendees could easily make an account and participate. Also, some platforms even have nonprofit discounts, helping to save your nonprofit valuable operating costs.  

3. Try a peer-to-peer format

Another way to boost your digital fundraising event’s revenue is to use a peer-to-peer structure in which participants run their own mini-campaigns and use marketing techniques to promote your larger fundraiser. This structure complements digital fundraising because, with peer-to-peer software, you can automate the fundraising process for your nonprofit, your fundraising participants, and their mini-campaign supporters.

Peer-to-peer fundraising software allows your nonprofit to set up a digital hub for your fundraising campaign. From this landing page, your participants can sign up to host a mini-campaign. Then, they’ll receive their own landing page that they can customize with their own fundraising appeals. Once they send their personal link to their network of supporters, they can conveniently donate to the campaign directly from the website. You can also allow participants to join a fundraising team and assign roles with special privileges, such as team captain, through the software. Your peer-to-peer fundraiser will be more shareable and engaging than ever before in a digital setting!      

4. Align your fundraising website with SEO

Boost your fundraising website’s visibility by updating it according to search engine optimization (SEO) best practices. SEO is the process of changing your website’s content to complement the algorithm that orders the search engine results page (SERP). In other words, it ensures that your digital fundraiser’s website ranks highly on Google and that your campaign gets more exposure.

If you aren’t tech-savvy and don’t have much room in your planned marketing budget, don’t worry – updating your website to align with SEO best practices is free and there are many resources to help you get started. According to Google, these elements determine your SERP ranking:

  • Website security
  • Mobile accessibility
  • Speedy load times
  • Quality of on-site content 
  • On-page organization of content
  • Accessibility to visitors of all abilities 

Use your CMS or website builder to gauge your status in these areas. Once you’ve located any weaknesses on your digital fundraiser’s website, determine the scope of your desired changes. For instance, you’ll need to budget more time to completely rewrite your blog content than you’ll need to add alt text to your images. Then, train your team on how to implement the changes and delegate tasks. Note that you won’t see results right away, as it takes Google time to read and rank websites on the SERP.   

5. Apply for the Google Ad Grants program

Your nonprofit can guarantee a desirable spot on the SERP by applying for the Google Ad Grants program. This program awards nonprofits up to $10,000 of prime advertising space on the SERP for free every month. To get started, all you need to do is:

  • Sign up for a Google for Nonprofits account
  • Verify your 501(c)(3) status
  • Apply for the Google Ad Grants program

Once you’re approved, determine which pages you want to promote and which keywords to target. Your nonprofit can then use the $10,000 to bid on relevant keywords against other nonprofits, so target the keywords that are specific to your mission. 

6. Keep your data organized

Any strong digital fundraising strategy is data-driven. But, to properly leverage your data, you need to keep it organized so you can access it when needed. You can clean your CRM by:

  • Identifying and removing duplicate data points
  • Sending a survey to supporters to update contact information and preferences
  • Standardizing processes for maintaining data

With accurate and organized data, your nonprofit can pinpoint which areas of your digital fundraising strategy need further attention and which efforts were successful.

Wrapping Up

Ultimately, your online fundraising success depends on how you leverage digital platforms, such as fundraising management and peer-to-peer software. To launch your new digital fundraising tactics, establish attainable, data-driven, and specific goals with your team. Then, pick the software solutions and strategies that allow you to achieve these objectives. Throughout the process, ensure you’re maintaining constant digital communication with your prospects because you can cultivate a deep relationship with them, even through a screen.

Person giving a presentation

Capital Campaigns 101: How to Train Your Entire Team

Capital campaigns transform organizations – often from top to bottom. And it’s all too easy to get so swept up in the work of fundraising that no one develops a plan for training the staff and volunteers.

But these are all-hands-on-deck undertakings! Everyone at your organization will need to understand the campaign and why it’s so important for your mission. Many members of your team will need to take on important tasks for the first time, like prospect research, managing complex outreach projects, asking for major gifts, and securing new sponsorships.

Training is critical for the success of a capital campaign, and it ensures your staff and volunteers will learn valuable skills to carry forward into the future.

In this post, you’ll learn who needs to be trained, when they need to be trained, and what they need to learn.

Understanding the Larger Context of Capital Campaigns

Capital campaigns are unlike other, more frequent fundraising campaigns you might conduct for your nonprofit. Their unique characteristics will impact the scope and shape of your training process.

Remember these three ideas as you develop a training plan for your capital campaign:

  • Most organizations only conduct a capital campaign every ten to twenty years. That means that very few staff and board members have likely ever been through a campaign from start to finish. They may have played small roles in pieces of campaigns with other organizations, but it’s safe to assume that they have only a limited understanding of capital campaign fundraising.
  • Capital campaigns rely on gifts that are much larger than most organizations ask for in their regular annual fundraising. While some organizations have well-developed major gift programs and are comfortable asking for large gifts, most are not! This will need to be a central part of your training process for individuals who will be directly involved in fundraising during the campaign.
  • In most organizations, the program staff is tangential to capital campaigns, while the development staff and board are much more actively involved. But since program staff members are often the front line of contact with the community the organization serves, training them is perhaps less obvious but still important.

The Standard Campaign Training Process

Most campaigns incorporate two basic training tracks into their planning process. They conduct training about the campaign for their board, and they conduct solicitation training for those people who will be asking for gifts.

Training Your Board

Your board should be trained early in the campaign process so they understand how a campaign works and what their roles and responsibilities will be. Board training sessions are often 2-3 hours long and can be conducted in person or virtually.

Board members should be trained to articulate the case for support in their own words. They should understand the phases and timing of the campaign. And they should be clear about the roles of the board as a whole and what will be expected of them as individuals serving on the board.

Training Your Fundraisers

Solicitation training should be a regular and ongoing part of any campaign. You might conduct an extensive training series with all the people who will be soliciting gifts during the campaign’s quiet phase, most likely including board members. But you should combine that with shorter brush-up sessions for solicitors before they ask for gifts.

Both of these trainings are important. But that’s not all the training you should do—look to other parts of your organization to ensure everyone is on the same page and ready to support the campaign as needed.

Training Your Organization’s Leaders

In addition to board training and solicitation training, you should train the executive team so that they understand how a campaign functions and can plan for the ways in which the campaign will affect their aspect of the organization.

The CFO, for example, should understand that campaign gifts are often pledged over several years and many of them are complex gifts that may involve securities, real property, and planned gifts. The CFO should know that during the campaign, they will have to find a way to reconcile the books and the campaign accounting. Making adjustments will be easier if the CFO understands how campaigns work, so early training is essential.

Training Your Program Staff

Often overlooked in campaigns is the training of the program staff. Those people often have front-line contact with the public, so it’s very important that they know that the organization is in a campaign and what it is about.

Program staff should know what the campaign is raising money for. They should understand how the results of the campaign will make a difference in the way the organization carries out its services.

Program staff should know what to say if someone asks them about the campaign. The receptionist, for example, shouldn’t be caught off guard if someone walks in and asks how they might make a campaign gift. And people who carry out the work should be able to talk comfortably about the coming improvements. Those small conversations with people in the course of daily service add up and create a sense of enthusiasm and excitement.

But if the program staff isn’t informed they might feel poorly prepared to answer questions and left out of the brewing campaign excitement.

Key Takeaways

As you begin your campaign, outline a training program that covers the entire organization. By all means, make sure your board and solicitors are well-trained—but don’t stop there. Develop a plan that will prepare your executive and program staff for the campaign too.

When everyone understands the campaign’s purpose, its impact, and how their role fits into its success, you’ll set your organization up for a successful campaign that will energize the community and transform how you work.


Capital Campaign Readiness Assessment

Is your organization ready for a capital campaign? This simple assessment tool will help you find out. You’ll assess six key areas of your organization. Take this free assessment now and find out if you’re truly ready for a campaign.


About the Authors

Photo of Andrea KihlstedtPhoto of Amy Eisenstein

 

 

 

 

 

 

 

 

 

Amy Eisenstein, ACFRE, and Andrea Kihlstedt are co-founders of the Capital Campaign Toolkit, a virtual support system for nonprofit leaders running successful campaigns. The Toolkit provides all the tools, templates, and guidance you need — without breaking the bank.

Marketing a Nonprofit Event Tips

Marketing a Virtual Nonprofit Event: 3 Essential Tips

Virtual nonprofit events can be a fundamental part of your organization’s fundraising strategy. With a strong virtual event, your nonprofit can easily grow its reach, build relationships with supporters, and boost donor acquisition and retention.

With these benefits in mind, it’s clear that your nonprofit needs to add virtual fundraising to its development toolkit. While less traditional than in-person events, virtual fundraisers can be equally effective at engaging donors and encouraging them to give from anywhere. However, your nonprofit will have to be intentional to keep supporters excited and engaged.

This is where a robust marketing strategy comes into play. Your virtual event needs to be marketed effectively to get as many people as possible to participate and increase awareness for your cause. Use these essential marketing tips to plan and promote your next virtual event:

By incorporating these essential strategies, your nonprofit can maximize its virtual fundraising. Let’s begin. 

Ambassadors are well-connected individuals that can help boost awareness for your nonprofit. 

1. Recruit ambassadors to help spread the word. 

Whether you’re hosting a peer-to-peer fundraising campaign or a virtual auction, you’ll need the support of your most-connected supporters to get the word out. By encouraging supporters to tap into their personal networks and share your fundraising campaign, you’ll be able to reach new audiences. 

Think of it as creating a fundraising army, whose built-in social and professional networks allow you to engage and funnel new volunteers, donors, and activists to your cause. But for it to be successful, you need to choose the right ambassadors for your cause.

Good places to look for ambassadors include:

  •  Board members: Board members are natural ambassadors. They are already committed and dedicated to the success of your nonprofit. They often have large professional networks, making them perfect social fundraisers. Engage them at a new level and watch their contacts turn into participants for your event.
  • Event committee: The people working on the event itself are passionate about the outcome! Tap the most dedicated committee members to become your ambassadors.
  • Volunteers: Volunteers are another reliable source for ambassadors, since they are deeply involved with your cause. They are used to giving their time and talent to your efforts. Target your most active and generous volunteers and ask them to join your ambassador campaign.
  • Micro-influencers: This is a great place to look if you’re just starting your ambassador program. Look for local nonprofit influencers with a large network and an active social media presence.
  • Sponsor connections: Ask your sponsors and long-time community partners if they know of potential ambassadors. 
  • Honorees at your signature event: Honorees are well-respected members of the community, which makes them the perfect supporters to raise donations before the gala.

Once you find the right ambassadors, the next step is to set them up for success! Outline clear goals, provide the right marketing assets, and let your ambassadors loose. Watch as their new network brings new attendees and donations to your virtual event.

Email segments can help your organization create a personalized, one-on-one communication experience. 

2. Segment your email lists. 

Understanding your donors is the key to unlocking your virtual event marketing potential. It allows you to engage better with different audiences and grow at scale (while still being personalized). By targeting your marketing messages to specific donor segments, you can boost engagement and registrations for your online fundraising event

How you decide to segment your donors depends on the needs of your organization. Let’s take a look at a few ways that you can create email segments to reach donors more effectively: 

  • How your donors were acquired
  • Size of gift
  • First-time versus returning donor
  • One-time gift versus recurring donations
  • Age/demographics
  • Donor interest

You can even target the way your donors have engaged with your events. For example:

  • New donors who haven’t attended an event before
  • Loyal donors who used to attend events but haven’t attended lately
  • Lapsed donors who haven’t donated in a while but need to be re-engaged

After figuring out how you’re going to segment your donors, the next step is to create marketing messages tailored to their particular motivators. For example, donors who haven’t yet attended virtual events should be clearly shown how your virtual event will work. 

If your nonprofit has a number of supporters who you don’t have email addresses from, consider investing in an email append service. Email appending services use identifying information about your supporters, such as their name and phone number, to find their current email addresses. Using an append is a quick way to fill in missing or incomplete information in your donor database and improve your ability to get in touch with supporters. 

Promoting your event across multiple platforms will help your nonprofit reach more people.

3. Promote your event across multiple channels. 

While email is a highly effective tool, your nonprofit should also spread the word about your virtual event across other popular channels. According to the OneCause guide to virtual fundraising, a multi-channel marketing approach gives your event the highest chance of reaching diverse audiences, including people that haven’t heard about your organization before. 

To raise awareness for your event, consider using marketing channels such as:

  • Social media. Leverage social media’s virality by sharing engaging photos, videos, or graphic designs related to your event and pairing it with a catchy hashtag. Make sure to highlight all the basic details of your event, like when it’s happening, how to access it, and how the funds raised will be used. You can include a mobile-friendly registration link in your social media bio to streamline the sign-up process. 
  • Direct mail. According to NXUnite, direct mail marketing gives your supporters something that’s tangible and can help them feel more connected to your organization. Incorporate storytelling into your direct mail outreach to demonstrate the impact of your organization’s work and why supporters should contribute to your fundraiser. You’ll also want to feature impactful images to get people excited about your event. 
  • Your nonprofit’s website. Create an event landing page that removes the mystery from your event and breaks down exactly what’s going to take place. This page should be visually appealing and informative to grab users’ attention and motivate them to sign up. You can embed your registration form directly into the event landing page for an easy sign-up. 

A tactful multi-channel strategy is key to attaining maximum engagement with your event. But don’t try to do it all at once! Choose 2-3 tactics that work best for your team and your mission and focus your attention there.


In order to cultivate better relationships with your supporters, your organization should be consistent in its outreach, communications, and engagement. A strong marketing strategy for your virtual event will give you what you need to grab and maintain donors’ attention from a distance. Use these essential strategies to maximize support and push your organization closer to achieving its fundraising goals. Good luck!

This guide explores how you can make the most out of Microsoft Ad Grants for nonprofits.

Microsoft Ad Grants: The Complete Guide for Nonprofits

Microsoft Advertising empowers nonprofits to enhance their digital marketing presence with its Ad Grant program. Similar to Google Grants, Microsoft Ad Grants offer approved organizations a monthly grant to advertise their web content across Microsoft’s network.

With $3,000 in their advertising budget from Microsoft’s Ad Grant, participating nonprofits can create ads that target mission-relevant keywords their supporters are searching for online. 

While Microsoft is currently pausing its pilot program, the ad grant is still an exciting new opportunity for nonprofits to get in touch with new supporters. 

To help you create a foolproof Microsoft Grant management strategy, we’ll explore these core topics:

Here at Getting Attention, we specialize in Google Ad Grant and Microsoft Grant management. As Microsoft gets ready to launch the next phase of its grant program, we’re staying on top of each development to help interested nonprofits make the most of this marketing opportunity. 

If you’re ready to learn more, let’s dive in!

Curious if the Microsoft Ad Grant is right for you? Get a consultation with digital marketing experts. Request a free consultation.
What are Microsoft Ad Grants?

Through the Microsoft Ad Grant program, approved nonprofits are given $3,000 a month to spend on ads on Microsoft’s digital search and native advertising platforms, including Bing, Yahoo!, AOL, outlook.com, MSN, and Microsoft Edge.

To participate, nonprofits must complete Microsoft’s application process. Any organization that’s approved can then create ads that target mission-centric keywords and drive users to get involved in their cause. For example, take a look at this ad:

This screenshot shows what an ad funded by Microsoft Ad Grants looks like.

This ad from BrightFocus Foundation appears on the top of Yahoo! search results for the keyword “alzheimer’s research.” Searchers interested in learning more about Alzheimer’s will then be driven to BrightFocus’s website where they can learn about the foundation’s commitment to Alzheimer’s research and potentially decide to make a donation. 

This is just one example of how the Microsoft Ad Grant empowers nonprofits to drive meaningful conversions. You can also use the ad to urge supporters to take actions like: 

While only available to U.S.-based nonprofits, Microsoft is planning to extend the program to other areas like Australia, Canada, France, Israel, the Netherlands, and the United Kingdom in the future.

How Do Microsoft Grants Differ from Google Grants?

While similar to Google Grants, there are key differences between Google’s program and Microsoft Ad Grants. Your end goal for each organization’s ad grant may be the same (e.g. you want to increase donations, secure more sponsors, or boost event registrations). However, the two programs can help you achieve these goals in different ways.

Before getting started, make sure you understand these core differences between the two programs:

This chart compares the Microsoft and Google Ad Grants, with the details explored below.

Budget and competition

The Microsoft Ad Grant is $3,000 per month, while the Google Ad Grant is $10,000.

Unlike the Google Ad Grant program, Microsoft provides real money rather than ad credits through its corporate giving program. Of course, the funds still must be spent on Microsoft ads as the monthly grant allocation is applied to the nonprofit’s existing paid account. 

While the grant amount is notably lower, competition for Microsoft’s search engines is also much lower, which makes $3,000 valuable for nonprofits that craft their campaigns carefully.

How ads are displayed

Google marks ads with bold text that says “Ad” alongside the title, while Microsoft marks ads with non-bold text in the meta description. 

The image compares how Microsoft and Google ads are displayed with a screenshot of a Microsoft ad next to a screenshot of a Google ad.

Audience

Users within Google and Microsoft’s search networks tend to vary slightly. For starters, Microsoft can help you connect with 44 million searchers who

While Google Search’s popularity is undisputed, Microsoft can help you connect with 44 million searchers who aren’t on Google. Beyond this, there are a few key differences between the two networks.

According to research on Microsoft’s network, people in their U.S. search network tend to be:

  • Wealthier. 41% of Microsoft users have a household income in the top 25%.
  • Older. 71% of users are 35 or older, skewing the average age higher than Google’s users.
  • Bigger spenders. People within the Microsoft Search Network spend more money online than the average searcher by 32%. 
  • College graduates. 48% of users in the Microsoft Search Network have a college degree.
  • In committed relationships. Half of Microsoft’s users are married.

The image shows a profile of a potential Microsoft search user, including the details listed above.

What this means for nonprofits is that Microsoft’s users are likely to have more generous spending habits than Google’s users, making them more likely to give to charity. By understanding who is using Microsoft’s search platforms, your nonprofit can better tailor its ads to the audience present.

Restrictions

Google restricts Ad Grant accounts by placing their ads below paid ads and requires them to meet ongoing eligibility requirements.

In contrast, Microsoft has few restrictions and no limitations on impression share since ad credits given to nonprofits are on the same level as paid ads. This makes it easier for nonprofit advertisers to reach more users and target terms for-profit businesses and large organizations might also create ads for.

Targeting features

Microsoft allows advertisers to target specific audiences with granular targeting strategies. For instance, you can target users based on device type and opt not to display campaign ads on desktops.

Takeaway: Both Google and Microsoft’s ad programs can be incredibly beneficial to your cause. As we’ll explore later, your best bet for maximizing your marketing potential is to participate in both programs. To take advantage of each program’s unique quirks, your approach will need to differ, however.

How to Apply for the Microsoft Ad Grant Program

Currently, the Microsoft Ad Grant is not accepting new applications. 

However, during their pilot program, to get started with Microsoft Ad Grants, nonprofits would undergo a vetting process before being given access to the program and an arsenal of other Microsoft products. The process is simple and will look familiar to people who have previously applied for the Google Grant.

To apply for the program, you’ll need to follow these basic steps:

The graphic outlines the four steps for applying for the Microsoft Ad Grant, listed below.

1. Meet the eligibility criteria.

Microsoft limits which organizations are eligible for the program to ensure that everyone who participates will actually benefit from the program.

The initial pilot program was only available to U.S. organizations. However, Microsoft is looking to open up the program to Australia, Canada, France, Israel, Netherlands, and the United Kingdom in the future.

Beyond location, here are the criteria participating organizations must meet:

  • Type of organization: Organizations must be nonprofit or non-governmental organizations with recognized legal status in their country. For instance, U.S. organizations must be registered as 501(c)(3) organizations with the IRS. Microsoft also allows participation for public libraries that don’t charge residents and public museums that conserve and exhibit tangible objects.
  • Mission: Organizations must operate on a not-for-profit basis and have a mission to benefit the local community. For example, they might work to provide social welfare, preserve culture, or promote human rights.
  • Non-discrimination: Any participating organizations must not have a discriminatory mission or policies. This is intended to uphold Microsoft’s commitment to diversity and inclusivity. Examples of discriminatory policies could include discrimination in hiring, compensation, training, promotion, termination, retirement, programs, activities, or services.
  • Website content: Applicants must have a functional nonprofit website that provides adequate details about the organization and its mission. In the case of Microsoft Ad Grants, this helps them determine whether an organization has content that’s valuable enough to be promoted through the program.

One of the main benefits of Microsoft’s program is its lack of restrictions when compared to Google Ad Grants. Once organizations meet these initial eligibility requirements, there’s little more they need to do to stay compliant with the program.

2. Apply for Microsoft for Nonprofits.

The image is a screenshot of the Microsoft for Nonprofits application page.

Once your organization’s eligibility is determined, you could sign up for Microsoft for Nonprofits. Note that the individual completing the registration form must be an employee or strategic volunteer at the nonprofit.

In the form, you provide details about your role and organization, agree to the nonprofit discount and donation policies, and verify your contact information.

Completing this step should only take around 10 minutes. Plus, while Microsoft states their registration review may take up to seven days, Microsoft For Nonprofits typically gets back to applicants via email within about 24 hours.

3. Complete the Microsoft Ad Grants application.

The image is a screenshot of the Microsoft Ad Grant program from when they were running their pilot program.

During the Microsoft Ad Grant pilot program, once an organization was approved for the Microsoft for Nonprofits program, they’d gain access to a variety of free and discounted Microsoft products and programs, including the Ad Grants application.

The previous application process for Microsoft Ad Grants was incredibly straightforward. Your organization would just need to visit the Microsoft Nonprofit Hub to access the application. Then, the person completing the form would fill out additional information about your organization and their role at your nonprofit.

After submitting your application, you would receive an email confirming acceptance into the program within 10 business days. This timeframe could vary based on your nonprofit’s responsiveness to requests for additional documentation.

4. Set up your first campaign with a Microsoft representative.

In its ad grant pilot program, Microsoft has a few ground rules for getting started to make sure nonprofits start off on the right foot. Instead of leaving you to fend for yourself, they required nonprofits to set up a time with one of their representatives to get started.

They took a hands-on approach to working with nonprofits for their first campaigns, ensuring ads and keywords were set up correctly. From here, nonprofits were free to start creating ads on their own, using their initial campaign as a reference point.

Tips for Effective Microsoft Grant Management

While the program is fairly new, there are some emerging best practices you can follow to make the most of the program once it launches its next phasee. Some of these will take a bit of practice to leverage effectively, but you’ll soon start to see better results for your campaigns.

Leverage action-based conversion extensions.

Similar to ad extensions for Google Ads, Microsoft Ads allows you to expand your ads with extensions. You can combine ad extensions, giving readers multiple options to choose from.

This graphic explains the different types of Microsoft Ad Grant extensions.

For instance, callout extensions allow you to add a snippet of text that highlights key points about your organization. Sitelink extensions enable you to link to additional pages on your site, giving readers more ways to engage with your cause.

Another valuable extension is Action Extensions. Action Extensions act as CTAs for your ads. Essentially, they tell the readers exactly what next steps to take to get involved and further their supporter journey.

Any Action Extensions you use will be clickable and appear next to your ad’s description. You can choose from a list of 62 different options, including (but not limited to):

  • Donate
  • Apply now
  • Learn more
  • Subscribe

Using extensions can drastically increase your CTR and conversion rates. They tell readers exactly what to do next once they’re inspired by your ad!

Set up Universal Event Tracking.

Universal Event Tracking (UET) is a powerful tool that monitors what your visitors do on your website. You simply create your UET tag, place it on your website, and let Microsoft Advertising do the rest to track visitors’ behavior.

By setting up UET, you can unlock features that help you better understand your audience and what drives them to interact with your cause. In turn, you can level up your ads and make them more targeted. For instance, you can enable:

  • Conversion tracking. Track a variety of custom conversion goals, such as donations, event registrations, the number of people that visit a specific section on your site, and more. By closely monitoring the effectiveness of your ads, you can make tweaks and determine what drives more conversions over time.
  • Audience targeting. Set up criteria for who can and can’t see your ad. This makes it so your ad will only be shown to the users you’ve determined are most likely to act on them. For instance, use Microsoft Advertising’s in-market audiences feature to target customers who have shown purchase intent signals relevant to your nonprofit, or use remarketing lists to target users who have previously interacted with your site. You can also combine multiple targeting strategies to reach the most qualified potential supporters.
  • Automated bidding strategies. Tap into Microsoft’s automated bidding strategies to reduce the manual labor required to maintain your account and maximize your ad spend. Choose from Microsoft’s bidding options for each of your keywords. For instance, the maximize clicks bidding strategy will help you increase ad clicks. You can also use target ROAS, which sets your bids to achieve your target return on ad spend (ROAS).

UET unlocks additional tools for your ads that you won’t want to overlook. While they may seem complicated at first glance, you can always turn to a Microsoft Grants professional to manage your account and leverage these features for you!

Want to learn more about the Microsoft Grant and the Google Grant? Get help from the experts at Getting Attention. Request a consultation.

Create separate strategies for Microsoft Grants and Google Grants.

While similar, Microsoft Ad Grants and Google Grants do have their differences. It can be tempting to target the same keywords and replicate the same ads. However, you’ll likely see better results by varying the campaigns you create on the two platforms.

Optimizing a Google Grant account looks a bit different from optimizing a Microsoft Ad Grant account. Here are a couple of ways you can vary your campaigns:

  • Target high-volume, top-of-the-sales-funnel keywords with Google. Microsoft has a higher impression share and cheaper costs per clicks (CPCs), making it easier to target specific buying terms that are low in the sales funnel.
  • Create ads targeted toward different audiences. Based on your mission, you might take different angles to appeal to different groups through your ads. Determine how your cause would appeal to the audiences within the Microsoft Search Network compared to Google. Remember, users within the Microsoft Search Network tend to be older, big spenders, wealthy, college graduates, and in committed relationships.

Both programs are incredibly valuable, and your organization should take advantage of free funding. Create strategies that play to each advertising platform’s strengths, and you’ll drive more value through your ads!

How to Work with a Microsoft Grants Expert

There’s no doubt that Microsoft Ad Grants are an incredible asset to your nonprofit’s marketing strategy. However, many nonprofits simply don’t have the time to spare for conducting keyword research, crafting well-written ads, or monitoring campaign success.

That’s why when the Microsoft Ad Grant starts back up again, we recommend outsourcing the work to a dedicated Microsoft Grant agency, like Getting Attention. Our team of digital marketing professionals can guide you through everything from your application to ongoing account maintenance, reducing the labor required by your team.

Some of our core services include:

Our Microsoft Ad Grant professionals offer these services, listed below.

  • Eligibility Check: We’ll compare your organization against Microsoft’s eligibility requirements. That way, you can get approved for the program the first time.
  • Application: Upon eligibility verification, we’ll walk you through the application process. Note that Microsoft currently requires nonprofit staff and volunteers to apply on behalf of the nonprofit, but we’ll make sure you have everything you need to breeze through the process.
  • Keyword Research: We’ll conduct thorough keyword research, ensuring that you’re targeting the most valuable search terms for your cause.
  • Landing Page Optimizations: High-quality content is essential for effective ads. We’ll help relaunch the landing pages you want to promote using your Microsoft Ad Grant.
  • Ad Creation: Get help writing compelling ad copy and assistance in enabling action extensions that drive more users to get involved.
  • Campaign Performance Tracking: We’ll monitor the results of your campaigns and continue tweaking your ads to generate better results based on your goals.

If you need support in areas not mentioned on our website, we’re happy to chat about our experience with any additional services you may need. Reach out to learn how Getting Attention’s Microsoft Ad Grant services can help take your digital marketing to the next level!

Additional Resources

The Microsoft Ads for Social Impact program is a powerful opportunity for any organization that’s looking to strengthen its digital marketing strategy. Once it begins taking applications again, your nonprofit should consider getting in line to get approved. 

In the meantime, if you want to continue your research or are curious about how to market your mission more effectively online through other methods, check out these additional resources:

Take charge of your Microsoft Grants management with a free consultation with Getting Attention.

3 Methods for Measuring Your Nonprofit’s Investment Success

Is your nonprofit’s investment strategy paying off? Understanding your investment portfolio’s performance is critical to establishing a healthy budget, determining future fundraising strategies, and providing a meaningful snapshot to stakeholders.

When evaluating your nonprofit investment performance, it’s essential to consider the following factors:

  1. Return on Investment (ROI)
  2. Risk
  3. Liquidity

By combining these methods, you’ll be able to take a holistic view of your investment approach and make the best possible decisions for the success of your organization and community at large. Let’s dive in!

1. Return on Investment (ROI)

According to NPOInfo, return on investment (ROI) represents the total revenue your organization gains over the total investment cost, including the principal amount and ongoing fees.

When looking at your nonprofit’s investment success, return on investment is the most important measurement to consider. For nonprofits, we recommend looking at your ROI through two different lenses: ROI over a period of time and ROI compared to the market.

ROI Over a Period of Time

ROI over a period of time considers both capital gains and dividends and can be used to analyze the overall performance of a nonprofit’s investment portfolio.

To calculate ROI over a period of time, simply divide your investment return (current value minus investment cost) by the cost of your initial investment. 

ROI = (Investment Return / Investment Cost) × 100%

For example, if you invested $100,000 in a mutual fund and it gained 10% over the course of a year, your ROI would be 10%.

ROI Compared to the Market

ROI compared to the market is a way to measure how well your investments performed compared to a benchmark index. In this sense, it focuses on the difference between the return you earned and the return you could have earned by investing in a low-cost, passive benchmark index.

For example, if the S&P 500 gained 10% over a year, and your investment earned 13%, your ROI compared to the market would be 3%. 

Additionally, as inflation rates rise, you should compare your ROI against current rates. If inflation is at 9%, but your investment account returns 8%, your fund is actively losing its value, and you should reconsider your investment strategy.

2. Risk

In addition to ROI, you should consider the riskiness of your investments when evaluating your investment performance. A successful high-risk investment strategy can quickly become a very unsuccessful one.

While measuring the risk of your investment strategy is a complex process, for nonprofits, we recommend you begin by evaluating it in two forms: volatility and drawdowns.

Volatility

Volatility is a calculation of how much your investments fluctuate in value over time. Measuring volatility can help your organization understand the predictability of an investment fund’s growth. For example, a fund that gained 10% one year, lost 12% the following year, and gained 16% in a third year would be considered an unpredictable and thus volatile investment. 

Volatility is particularly important to consider with short-term, time-bound investments where you can’t wait for the value to swing upward before removing the funds. However, in general, the higher the volatility, the higher the risk. 

Drawdowns

A drawdown tells you how much an investment or fund has lost in value over a specific period of time. Drawdowns are important to consider in your performance analysis because they provide historical insight into how much your investments can lose. Much like volatility, the higher the drawdown, the higher the risk.

Generally, a diversified portfolio, alongside ongoing fundraising activities, such as events, donations, and matching gifts, will help your nonprofit reduce the potential risk in your investment portfolio and perform better long-term. For example, if you have a portfolio diversified across multiple asset classes, such as stocks, bonds, and cash, your overall investment is less likely to suffer if one of those assets performs poorly.

3. Liquidity

As an investment performance metric, liquidity tells you how easily you can convert your investment into cash and access your money in an emergency. While not all your funds will be liquid, nonprofits should aim to have an easily-accessible reserve fund of nine to twelve months of their operating budget in a conservative and diversified portfolio.

Endowment funds, for instance, often carry restrictions that regulate the amount your organization can withdraw each year and where that money can go. Similarly, if you have a portfolio that is composed of only stocks, you may have a difficult time quickly converting your investments into cash in the case of an emergency. On the other hand, if you have a portfolio composed of cash and bonds, you will likely have an easier time converting your investments into cash.

To measure liquidity, consider the percentage of your investment portfolio that is composed of cash and cash equivalents. For example, if you have a portfolio consisting of 50% cash and 50% stocks, your portfolio would be considered 50% liquid.

The Bottom Line

By measuring return on investment, risk, and liquidity, you will be able to get a clearer picture of how your nonprofit’s investments are performing.

However, for many nonprofits with limited resources, this information can often be challenging to find, share, and act on. To improve transparency and accessibility as well as increase your investing success, it’s important to consider the investment tools you use. Infinite Giving’s guide to nonprofit reserve funds recommends that you ask the following questions of providers when considering where to invest your funds:

  • How will you support my nonprofit’s goals?
  • What are the associated service and investment fees? 
  • How do I access, deposit, and withdraw funds?
  • What security features do you offer?
  • What investment portfolio options do you offer?
  • Can I generate and share custom reports with my stakeholders?
  • Do you offer accessible customer service and expert advice?

With the right investment tools and measurement strategies, you can better engage key stakeholders and donors, make financially sound investment decisions, generate more income for your organization, and make a greater impact in your community.

This article will cover the top corporate giving events teams of any size can host.

5 Corporate Giving Events That Teams of Any Size Can Host

Corporate social responsibility (CSR) is the concept that corporations are responsible for addressing social and environmental concerns to make the world a better place. Corporate giving, which falls under the umbrella of corporate social responsibility, allows businesses to contribute to organizations that promote social good (usually nonprofit organizations). Typically, companies organize events encouraging employee giving to maximize their contribution and impact.

Corporate giving directly benefits the nonprofit partner’s worthwhile causes, and these programs can also help your business. For example, after a corporate giving event, your business might enjoy positive publicity from participating in philanthropic activities. This is known as cause marketing and can improve your business’s reputation in your community.

These five corporate giving event ideas can help your business promote social good and take advantage of the benefits of CSR:

  1. Athletic Shoe Drive Fundraiser
  2. In-Kind Donation Drives
  3. Auction Fundraiser
  4. Fun Run
  5. Group Volunteer Day

Giving back to your community doesn’t have to be costly or require a large team of volunteers. There are impactful corporate giving events that any team can take part in, no matter what size they are. Let’s dive in!

1. Athletic Shoe Drive Fundraiser

By participating in a Sneakers4Good program, your running store or gym collects gently worn, used and new running shoes to raise money. Encourage your employees to bring in their athletic shoes, and place collection materials in your store or gym to collect sneakers from customers as well.

These fundraisers are very simple. According to Sneakers4Funds’ guide to donating running shoes, you can breakdown the process into four steps:

  • Step 1: Collect gently worn, used and new running shoes from your customers and community.
  • Step 2: Fill shipping bags with the shoes you collect.
  • Step 3: Take the shoe bags to your nearest UPS store to ship to your fundraising coordinator.
  • Step 4: Receive a check in the mail after your shoes are processed and donate the funds to your nonprofit partner.

The Sneakers4Good program is quick and easy to put together, especially if your business works with a facilitator like Sneakers4Funds. Because these fundraisers don’t require a significant investment of time or money, smaller running stores and gyms can still raise money to donate to a worthy cause.

2. In-Kind Donation Drives

In-kind donations are non-financial contributions that businesses or individuals make to mission-driven organizations. These donations usually include supplies or goods the organization needs to further its mission. Here are a few common ways to make in-kind donations:

  • Donating school supplies to a local school
  • Contributing canned goods to a food bank
  • Giving toys to children’s nonprofits during the holiday season
  • Donating running shoes to a sneaker recycling program

Businesses often donate their own products or services to nonprofits and other mission-driven organizations. To increase your business’s impact, market the opportunity to donate items to a mission-driven organization to your customers and employees.

3. Auction Fundraiser

Auctions are a popular corporate giving event. The suspense, fast-paced action, and competition of these events make them one of the most exciting ways to drive employee giving. To make the experience even better for participants, you can add a creative twist to a traditional auction fundraiser.

For example, consider trying one of these innovative ways to host an auction:

  • Silent auction. During a silent auction, guests place bids on items by writing them down on paper or submitting them through the event’s online auction website. According to Handbid’s guide to silent auctions, using an auction website or software to facilitate bidding helps eliminate common issues with paper biddings like illegible handwriting or lost bids. You can pair the auction with another event, like a gala, to make the auction even more exciting.
  • Virtual auction. Virtual auctions take place entirely online, which makes ironing out logistical details much more manageable. You can choose to host the auction over a single night on a synchronous video call with participants or allow participants to bid on the items on your auction site over a few days or weeks.
  • Holiday auction. Take advantage of the “season of giving” during the holidays by creating a holiday-themed auction. Decorate your location with ribbons, bows, and tinsel, and create holiday-themed gift baskets for participants to bid on at the auction. You can even pair this with other holiday activities like cookie decorating or gift swaps to boost the holiday fun.

Many factors go into making an auction successful, including your bidding solution, auction items, and, most importantly, the guests who will bid on the items. Market the event to your employees and customers to drive attendance at your auction.

4. Fun Run

Fun runs are a great way to raise money for a good cause and encourage participants to be active. These events are fairly simple, and all you need is the space to host the run and willing participants. The “fun” element of these runs adds a fun, customizable twist on the traditional 5K race.

If you decide to organize a fun run, consider these tips when planning your event:

  • Stay organized. While simple, this event still has several moving parts you need to track. To ensure nothing slips through the cracks, use a platform like Google’s G Suite to organize your work and share documents, spreadsheets, and presentations with team members and vendors.
  • Choose an engaging theme. The best part of a fun run is that the “fun” element can be anything. For example, you might schedule the race for October and encourage runners to wear Halloween costumes. Make sure to choose a theme your staff, customers, and other attendees will enjoy.
  • Give your participants fundraising tips. Give participants tips and pointers about the best ways to fundraise for your cause, like leveraging social media to reach members of their social networks who want to give. This can help your participants generate more funds to power your corporate giving program so you can maximize your business’s impact.
  • Invite additional guests. Remind participants to invite other guests (like their friends and family members) to cheer them on as they run. Provide opportunities for these guests to contribute to your cause by adding donation collection tables so you can generate additional revenue outside of your staff and customers’ contributions.

In addition to inviting guests to watch the event, you can also connect with other groups in your community. For example, you could ask your local running club to get involved to boost participation in your event.

5. Group Volunteer Day

To fully immerse you and your team members in the giving spirit, consider hosting a group volunteer day event! This event is fairly self-explanatory—essentially, you schedule a date or time with a nonprofit for your team to volunteer.

When scheduling your corporate volunteer day, keep the following considerations in mind:

  • Team member availability. Depending on the size of your team, it may be difficult to plan a group volunteer event that everyone can attend. However, that shouldn’t stop you from maximizing the amount of potential participants. Survey your coworkers or employees to find a date when the majority of them are available.
  • Nonprofit cause. Pique the interest of your team members by picking a nonprofit with a cause that they’re interested in or that is related to your work somehow. For example, if many of your coworkers have expressed interest in environmental conservation and sustainability, you may consider volunteering at a local environmental-focused nonprofit.
  • Accessibility and inclusivity. Make your event accessible to all your team members by thoughtfully choosing the volunteer day’s location and activities. Ideally, the venue should be easy to reach for all employees. You might even arrange for transportation to make it even more convenient. Additionally, be sure to partner with nonprofits that offer a variety of activities for volunteers of all abilities.

A group volunteer day allows your company’s team members to bond with each other while doing meaningful work for social good. Plus, it can serve as a gateway to other corporate giving opportunities such as volunteer grants or matching gifts.


Corporate giving events are a great opportunity to bring your business and community together to collect donations that will go to a good cause. Whether you host a shoe drive fundraiser to collect running shoes or organize a fun run, you can make corporate giving events engaging for your staff, customers, and other supporters.


About the Author: Wayne Elsey, Founder and CEO of Sneakers4Funds

Photo of Wayne Elsey Wayne Elsey is the founder and CEO of Elsey Enterprises (EE) and a member of the Forbes Business Development Council. Among his various independent brands, he is also the founder and CEO of Sneakers4Funds, which is a social enterprise that helps schools, churches, nonprofits, individuals and other organizations raise funds while helping to support micro-enterprise (small business) opportunities in developing nations.

Data Hygiene: Keeping Your Donor Database Clean

Data Hygiene: Keeping Your Donor Database Clean

Imagine a monthly donor contributes to your organization’s latest campaign. When they signed up for your monthly giving program, they listed their address as “123 Smith Street.” However, when they gave their additional contribution, they listed their address as “123 Smith St.” 

At first, this may not seem like a very big deal. Both addresses are technically correct, so what’s the harm? The issue is that when this information is entered into your CRM, your system may create a new profile. If your CRM doesn’t alert you to duplicates, this may go unnoticed.

The result? You could forget to thank the supporter or accidentally solicit another donation at an inappropriate time. This can lead to upset or insulted donors, hurting your organization’s donor retention and reputation. 

Unclean data is unusable data. Keep your donor database clean and organized to ensure you’re reaching out to the right people at the right time to build stronger relationships. 

This means you’ll need to re-examine your data at regular intervals. In this guide, we’ve laid out the activities you should complete to ensure your data is up to date and the timelines on which you should complete these activities. All of these insights are taken from Bloomerang’s donor management ebook and are designed to help nonprofits do more with the information they collect. 

Maintain the information you collect on a daily or weekly basis.

On a daily or weekly basis, your nonprofit needs to maintain the information you collect and save in your donor database. We recommend setting a dedicated time on your calendar either daily or weekly to conduct the updates that need to be done on a regular basis. 

Some of these regular maintenance activities include: 

  • Entering new data. You should record new information gained from interactions with donors, notes from meetings, and data from surveys and other engagement metrics in your CRM as soon as possible. 
  • Updating existing data. Your donors’ lives change on a regular basis. If you encounter these changes, go ahead and update your database to reflect them! For example, your donors might get married, change their names, move homes, get new jobs, etc. Updating records that are pulled by your billing software for recurring payments is particularly important to keep transactions running smoothly.
  • Backing up your database. Some donor database software automatically updates your organization’s data to the cloud or a hard drive. However, they don’t all do so! To avoid losing important information about your supporters and fundraising efforts in the event of a crash, be sure you back up this information as frequently as possible.

If you have integrated systems, some of these input and information updates will occur automatically. For example, if your donation forms integrate with your donor database, the information collected as people contribute to your cause will be automatically uploaded into your database. If not, you’ll need to manually pull files from your donation system and upload them to your CRM. 

Perform monthly maintenance activities. 

You may not perform other maintenance activities on a daily or weekly basis, but you should keep up with them frequently to keep the data in your database clean. Performing monthly data hygiene activities not only helps keep your information clean, but it also keeps your staff members updated with the latest information about your organization and its campaigns. 

Complete the following activities on a monthly basis: 

  • Identify and merge duplicate records. Remember the example we cited earlier on about a donor writing “St” instead of “Street” in their address? Simply formatting information in a different way or having a typo in a form can lead to an accidental duplication of a record in your CRM system. Regularly identify and merge these duplicate records to be sure all supporter information is kept in a single location, allowing you to reach out to them and build relationships based on the most accurate data. 
  • Run reports to update your team members. You keep more than donor data in your nonprofit CRM. Consider which metrics are most important to your organization, your supporters, and your team members. Generally, these are the metrics most directly tied to your organization’s goals. Pull reports regarding your progress and share them with your team members so they know if they’re achieving their goals.
  • Review fundraising campaign activity. Some of your more specific goals for your organization may involve your various fundraising campaigns and activities. Whether you’re hosting a capital campaign, monthly recurring gift campaign, peer-to-peer fundraising campaign, or a one-time event, keep your staff members informed about the progress of your various initiatives by reviewing your activity. This keeps them motivated and determined to reach those specific goals. 
  • Review your LYBUNT and SYBUNT lists. LYBUNT and SYBUNT stand for “last year but unfortunately not this” and “some year but unfortunately not this,” referring to when donors contributed to your organization. These are the supporters you’re trying to re-engage now instead of later. Because the recapture rate for lapsed donors rests around 4%, these lists should be kept up to date to prevent losing supporters to begin with. 

Performing monthly check-ins is not only important for your donor data hygiene, but it’s also the key to keeping your team updated with the latest information regarding your goals and initiatives. Block off a time on your calendar each month to report on necessary metrics and check in on your donor data. 

Revisit your strategic plan every three to six months.

Revisit your strategic plan. Don’t wait until the end of the year to determine if you’re hitting your goals. If you’re not performing to your expectations, you can make tweaks or changes to ensure that your campaign is a success by year’s end.

Every quarter or biannually at your nonprofit, there are several large-scale updates that you should make to ensure your fundraising team is working with the most accurate and descriptive information possible and that this information is being leveraged to its fullest potential to help your nonprofit achieve its goals. For example, donor data can help inform how much your development director should be raising

Invest in advanced data services to build out the information in your donor database and create more complete pictures of your supporters. 

According to NPOInfo’s guide, there are three main types of appending services that you can use to get a more comprehensive picture of your supporters: 

  • Forward services add new information about your supporters based on what you already know. For example, from someone’s full name and address, you can find information such as their birthday or their phone number. 
  • Reverse services allow you to fill in the gaps in your current information based on what you have. For example, if you have a phone number for a supporter, you can reverse append information such as their full name and email address. 
  • Fractional appending allows your nonprofit to sort data to find the specific information you need and add it to your database. For instance, if you have a supporter’s email address and name, you can use that to compile a number of data points about that supporter, and choose what you need to add— such as their birthday. 

Gathering information is one of the most useful tools that you can use to reach your supporters and show them you care. You can further personalize communications with them to craft the most applicable messages and engage them further. 

Next, revisit your strategic plan to be sure you’re on track to hit your annual goals.

Make sure you’re on track to hit your nonprofit’s goals. If you wait until the end of the year to check out how well you kept to your strategic plan, it’s more challenging to identify where your campaigns and activities may have fallen short of expectations.

However, if you check in on a regular basis, you’ll be able to determine where your team is off track and adjust your plans accordingly. This will help you make sure you achieve and hopefully exceed all of your goals by the end of the year. 

Update your database frequently.

On a frequent basis, you’ll need to update your database with some of the important changes that occur on a less frequent basis. For example, conduct updates such as: 

  • Run an NCOA update. On average, 10% of Americans move each year. This means you’ll need to update address information for an average of 10% of your donor database on an annual basis. Use the National Change of Address database to be sure you have the latest address information for your supporters.
    • Run a deceased suppression. If a donor hasn’t given in the last two years, the chances that they will return to your organization to give again is around 2.2%. Therefore, instead of using your energy to recapture these lost donors, focus on retaining the supporters you still have! Purge your donor list of those who haven’t donated to (or engaged with) your cause in more than three years, except for those who have volunteered or those who are board members. According to one study, 16% of donors lapsed because they passed away. A deceased suppression will alert you to anyone in your database that has passed away. Removing deceased individuals from your mailing list can save you the embarrassment of appearing insensitive to a surviving spouse or household member who is receiving mail addressed to their deceased loved one. 
  • Update business partner information. While businesses don’t generally move or change quite as frequently as individuals, you should still make sure you have the updated information for each of your for-profit partners. Update your contact information and revisit their social responsibility policies to see if you can strengthen the partnership, providing and deriving additional value for both parties. 

On an annual basis, you should also review and update your organization’s policies for data management. Standardize the way that you enter information and abbreviate words (Street vs. St.), and assign who is responsible for making what updates. Then, train your staff members so they can make these updates. This reduces the potential for human error and ensures data is being used effectively. 


Data is only valuable for your nonprofit if it’s clean and tidy. Then, you can leverage it for segmentation, personalization, and to build relationships with donors. Use these best practices on the suggested timeline above to be sure your organization is effectively sorting, organizing, and updating the information you store about supporters. 

Three people talking as one works on a computer

6 Common Challenges with Marketing and How To Solve Them

Finding new ways to reach and engage donors is a continual challenge for nonprofit marketing professionals. Effective marketing requires being creative, staying aware of ongoing trends, and navigating obstacles efficiently. Of course, there are still several common challenges that most nonprofits’ marketing strategies will encounter.

Facing challenges is a normal part of the marketing process, and what matters most is how your nonprofit responds to them. Do you first devote more time and resources to the problem? Attempt to minimize its impacts? Hold a meeting to reevaluate your nonprofit’s strategy?

Each of these approaches can be the correct solution depending on the specific challenge and the resources your team has to invest in resolving it at that time. Of course, the first step to overcoming many common challenges is to conduct research and determine if an equally common solution already exists. To help your nonprofit with that research, this article will explore six common marketing challenges:

  1. Lack of a Defined Audience
  2. Unclear Lead Sources
  3. Unready Website
  4. Data Silos
  5. Poor Follow-Up
  6. Attaining Board Buy-In

For most nonprofits, the most common marketing challenges will be related to their digital strategy. This article will explore specific strategies for overcoming these problems, though keep in mind that often the most effective approach to technology-related issues will be reassessing how your nonprofit uses software and potentially investing in a new solution.

1. Lack of Defined Audience

Who is your nonprofit marketing to? While your marketing team may be aiming to attract a wide variety of audiences, creating materials that are too broad can inadvertently limit the number of supporters who will take interest in your nonprofit.

To define your audience, first assess your current supporters. Identify their shared characteristics, such as demographics, engagement trends, and interests. Use this information to divide your audience into several unique groups with similar goals, problems, and motivations. By defining multiple audiences, you will be able to better tailor your messages to each group, increasing the likelihood they will engage with your content.

Additionally, try varying your marketing strategies depending on the group you are targeting. Remember, not every supporter needs to be invited to every event, participate in every fundraiser, or read every article your nonprofit creates. For example, you may hold a gala specifically for your older major donors, as well as a 5K targeting younger, more active supporters.

2. Unclear Lead Sources

A marketing campaign is effective if it earns your nonprofit new leads who later become donors or volunteers. If your nonprofit lacks an established framework for tracking leads, it can be difficult to determine if your marketing campaigns were successful.

Use lead-tracking methods and resources such as:

  • Tracking links
  • Analytics tools
  • Donor survey questions
  • Referrals

Track clickthrough rates and popular landing pages to discover which links are resulting in supporters visiting your website and which of your pages are the most successful at attracting supporters.

Other marketing materials may require taking a more indirect tracking approach. For example, perhaps your nonprofit creates a matching gift video promoting corporate giving opportunities and includes it on your website homepage. Some donors who immediately apply for a matching gift may have been influenced by your video, while others may have done so independently.

To determine the video’s effectiveness, nonprofits could compare the overall volume of matching gift applications before and after posting the video to check if there was a notable increase. Alternatively, the nonprofit could create a follow up survey specifically for completed matching gift applications with a question asking how they learned about the matching gift process.

3. Unready Website

Your website is one of your strongest marketing tools, providing donors with key information about your nonprofit and leading them towards converting. A website that looks unprofessional, is difficult to navigate, or is generally unengaging can negatively impact the extensive work put into your external marketing materials.

If your website has a high bounce rate, session times, or low conversions, you may need to update it. To leverage your website as a marketing tool, ensure that it is:

  • User-friendly. Your website’s navigation should be as intuitive as possible. Improving your website’s interface often requires an outside perspective to understand how new visitors are most likely to interpret your navigation. To create a more user-friendly interface, gather a group of volunteers and run tests such as card-sorting. Ask volunteers to reach a certain page and narrate their thought process aloud, providing insight into the decisions and assumptions a person may make while navigating your website.
  • Optimized for mobile. Optimizing your website for mobile ensures your audience will be able to use your website no matter what device they are using. Most CMSs will automatically create mobile-friendly versions of your webpages. However, it can be worthwhile to take the time to adjust the mobile version of your pages further to reduce load times, streamline navigation, and minimize scrolling.
  • SEO ready. You can increase organic traffic to your website by improving your search engine optimization (SEO) strategy. SEO best practices can increase the chances that your content will appear on the search results page for keywords related to your nonprofit. You can improve your SEO by creating content, such as blog articles, that are optimized for keywords your supporters are likely to search. For example, an animal shelter might write an article for their blog that’s optimized for the keyword “local no-kill shelters.”

If your nonprofit is in need of a new website, DNL OmniMedia’s nonprofit website design guide recommends partnering with a consultant.

A nonprofit marketing and website design consulting service can create a new website designed to your nonprofit’s specifications that also makes use of marketing best practices. For example, consultants will have insight into where to strategically place calls to action, what images best inspire action, and how you can create campaign pages that will be shared across social media.

4. Data Silos

Your nonprofit collects data from a variety of sources and sends messages to numerous staff members to take action on that data. However, nonprofits are often slowed down or experience outright interruptions in their work due to data not moving as it should and instead getting siloed in specific databases or systems.

Data silos are a common occurrence and can be particularly challenging if they occur during a marketing campaign. As your outreach efforts require receiving and sending an extensive amount of messages, it is essential that internal feedback, donor messages, and engagement data all flows to your marketing team as quickly as possible.

You can prevent data silos by integrating your various software solutions. This ensures information in one database will be automatically updated in another system, rather than requiring a manual migration. Some platforms, such as Salesforce NPSP, can integrate with a wide variety of native and third-party applications, making it easier to synchronize your software and eliminate data silos.

5. Poor Follow-Up

Once your marketing campaign attracts a new donor, what steps does your nonprofit take afterwards? Nonprofits that only focus on the initial conversion and have limited follow-up are unlikely to significantly grow their donors’ value or make long-term connections necessary for cultivating major gifts.

For each of your marketing strategies, ensure you have a follow-up procedure in place. This can be as straightforward as sending automatic thank you messages to donors who give under a specific amount and flagging donors who give over that threshold for additional follow up, such as a thank you card or phone call.

This applies to fundraisers and events, as well. After participating in an advocacy campaign, peer-to-peer fundraiser, virtual gala, silent auction, or any other activity your nonprofit hosted, reach out to donors to thank them for their participation and provide next steps to continuing their involvement with your nonprofit.

You can improve your follow-up by using an email authoring tool. These tools allow you to construct follow up emails and welcome series for each event or campaign you host. You can also create separate emails for those who didn’t participate, invoking a sense of FOMO that will provide another call to action to attend your next opportunity.

6. Attaining Board Buy-In

When planning a new marketing campaign, ensure that one of your strongest assets, your board, is being leveraged to improve your campaigns rather than acting as an obstacle. When launching a new marketing campaign, include your board in your stakeholders to consider to help attain their buy-in early on.

While planning your marketing campaign, consider strategies for getting your board involved and how you can pitch these strategies to your board members. Some board members will naturally be more ready to help with your fundraising campaigns than others, but there are several steps you can take to make your board more fundraising-friendly overall. These include:

  • Setting expectations. Does your board already think of fundraising as one of their responsibilities? If not, consider how you can reset expectations to get them more involved in your marketing strategy. In your board members’ job descriptions, ensure you include specific details about how you expect them to contribute to fundraising. Then, when presenting a new campaign, write out a description for how you would like board members to get involved and have specific roles in mind that you can delegate to each member.
  • Addressing common concerns. Board members often hesitate to take part in fundraisers due to common concerns and misconceptions about marketing. For example, a board member may express that they wouldn’t know what to say when conducting outreach. You could address this concern by providing board members with fundraising scripts, conducting orientation sessions, and walking them through the details of your marketing plan.
  • Providing resources. Marketing and fundraising are ultimately skills, and you can help your board attain them by providing necessary resources. These can include basic tools all of your board members will likely appreciate, such as message templates and scripts, and more intensive solutions for specific members, such as training courses. NXUnite’s guide to fundraising training suggests looking for workshops tailored specifically to board members, which can help them manage their board responsibilities and fundraising work, as well.

Making your board a part of your outreach strategy can lend your marketing campaigns additional credibility and access to new networks. Work with board members to tailor your marketing approach to specific donors they have a connection with, improving your ability to steward major giving prospects.


Marketing is often resource-intensive, requiring a significant amount of your budget and time to acquire new donors. To ensure your marketing efforts lead to a high return on your investment, have strategies in place to overcome common challenges, from defining your audience and ensuring you have internal buy-in to preparing your software for your next campaign.


Carl Diesing Author Photo

Author: Carl Diesing, Managing Director

Carl co-founded DNL OmniMedia in 2006 and has grown the team to accommodate clients with on-going web development projects. Together DNL OmniMedia has worked with over 100 organizations to assist them with accomplishing their online goals. As Managing Director of DNL OmniMedia, Carl works with nonprofits and their technology to foster fundraising, create awareness, cure disease, and solve social issues. Carl lives in the Hudson Valley with his wife Sarah and their two children Charlie and Evelyn.

Nonprofit Website Design Made Easy: A Digital Guide

Your nonprofit’s website is a powerful tool to expand your reach. With more and more people spending time online, your website can help you gain supporters from all over the world and make people more passionate about your cause. However, if your website doesn’t stand out from the crowd, it’ll be much more difficult for your organization to prove that it’s worthy of people’s support.

A tried and true way to improve your website’s digital presence is through designing an engaging website. With a well-designed website, you can maximize support and increase revenue, helping your organization better reach its goals.

Web design can be an easy process for anyone, even for people without previous design or technical experience. In this guide, we’ll walk through how to streamline the entire website development process. Use these key tips to create a well-designed website:

With a strong website, your organization can effectively market itself and turn casual site visitors into loyal supporters. Let’s begin.

Choose a nonprofit website builder.

A content management system (CMS), or a nonprofit website builder, can streamline the design process so your nonprofit can focus on creating great content. The right website builder will offer nonprofit-specific features that enhance the user’s experience and offer all the tools you’ll need to engage supporters effectively.

To support your programming and fundraising efforts (and grow your supporter base), choose a nonprofit website builder with the following features:

  • Embedded forms. Your nonprofit will need forms for a variety of purposes, such as facilitating event sign-ups, collecting donations and contact information, and more. Rather than sending your supporters to an external website, your nonprofit website builder should allow you to easily create forms directly on your website.
  • Social media integration. Social media integrations can help your nonprofit easily advertise fundraisers and programs so current supporters can stay in-the-know and new supporters can learn about your organization.
  • Customizable templates. Coming up with a website theme on your own can be difficult, which is why a website builder with built-in templates is a must-have in order to simplify the process. The right website builder will allow you to use their templates and adjust them to match your nonprofit’s unique style, allowing your nonprofit to stand out online.
  • User-friendly interface. If your site has a slow loading speed and is hard to navigate, you might face a significant drop in support. Your website builder should come with accessibility features—like a straightforward layout and accessibility widget—that promote a positive user experience and encourage users to interact with your site’s content.
  • Blog. To engage supporters and keep them informed, you should actively maintain a blog on your website. Here, you can post new projects your nonprofit is working on, spotlight volunteers or people who have been positively impacted by your nonprofit, and upload educational guides to help people learn about your mission. Choose a website builder that allows you to create and customize a blog roll.

Getting started with all these tools might take time and require additional support. Your nonprofit website builder should offer training on how to use its system as well as live support from web developers. This way, you can use these features as efficiently as possible and reduce your stress.

Brand your website.

By customizing your website to be unique to your nonprofit, you’ll be able to build brand recognition and help supporters feel more connected to your organization. With added brand awareness, site visitors will start to see your organization as credible and will be more likely to turn into loyal supporters.

Include the following features to boost your branding strategy and create a professional-looking website:

  • Color scheme. Pick colors that work well together and use them throughout your website. This will create a consistent feel that ties your website together. Your colors should make your website visually appealing and help users feel more engaged with your content. If possible, choose colors that relate to your organization’s values. For example, if you’re an environmental organization, colors like brown and green give an earthy feel, which will help supporters feel more connected to your cause.
  • Font. Use the same one or two fonts throughout your website to create a seamless reading experience. For instance, you can use one font for all the headers and another font for the body text. Choose fonts that are legible and have a clean, professional look.
  • Layout. Each page on your website should have the same general layout to create a unified appearance. Use your website builder to create a custom layout that will automatically apply to each webpage.
  • Logo. Create a simple yet effective design that conveys your organization’s values and allows someone to easily recognize that this logo belongs to your nonprofit. Once you have a well-designed logo, display this prominently at the top of your website to help build brand visibility and strengthen relationships with supporters.

Remember that the key to developing your brand is simplicity. If you make your web design complicated or distracting, users will be more likely to click away from your website. Create a clean design that intrigues users but allows them to focus on your website’s content.

Create event landing pages.

Your nonprofit will likely host events and fundraisers to help advance your mission. In order to effectively market your event, you’ll need well-designed event landing pages. An event landing page is a designated page that gives supporters a complete overview of your event. This way, existing and new supporters can easily learn about your event and sign up.

To make your event landing pages visually appealing and informative, include:

  • Time and place. Put this information boldly on your event landing page and include a countdown clock, so supporters know exactly when and where your event is taking place. If you’re hosting a virtual event, be sure to include details on how to access it, such as a Zoom conferencing link and password if needed.
  • Topic of event. Let supporters know the general details of your event and why it’s taking place. Be sure to emphasize how the funds raised from this event will benefit the community.
  • Branding. Your event landing page should feature the same branding style as the rest of your website. Include consistent font, color scheme, and page layout so donors recognize that this event is being run by your organization.
  • Registration form. Help donors sign up easily for your event by embedding a registration form onto the event landing page. This streamlines the process and makes it more likely supporters will fill out each prompt. Make it clear if your event requires an entrance fee, then include a billing information prompt in your registration form.

Your event landing page should motivate people to sign up, so get creative and point out all the highlights of your event. Tailor your event landing page to your audience so you can appeal to their interests and compel them to want to join in on the fun.

Optimize your website for mobile devices.

By extending your website’s reach to mobile users, you’ll be able to get more people to learn about your nonprofit and bring in more donations. After all, people are spending more time on their phones than ever. Why not prioritize your audience’s convenience so they can engage with your website right from the palm of their hand?

According to Morweb, the best nonprofit websites include the following mobile-friendly features:

  • Appropriately sized text and visuals. No matter what size screen your users are on, they should be able to clearly see your website’s content. This means that all images and text should automatically resize to fit smaller screens and maintain the website’s readability.
  • Easy-to-complete forms. All forms—especially your donation page—should be accessible and quick to fill out for mobile users. People using mobile devices shouldn’t have to do too much pinching or scrolling to fill out their information.
  • Clickable buttons and links. All buttons and links should work for mobile users and take them to the appropriate place on your website.

Not sure how to optimize your website for mobile devices? No sweat! The right website builder will automatically optimize your website for mobile devices so all users can engage with your content.

Create a strong donation page.

In order to develop an effective online fundraising strategy, you’ll need a well-designed donation page. A donation page that is accessible and visually appealing will attract more donations and help your nonprofit boost its revenue. Plus, donors who have a positive experience on your page will be more likely to give again,

Your donation page should include the following to maximize support:

  • Visuals. Include photos of volunteers, staff, or people your nonprofit has positively impacted. This helps build credibility for your organization and humanizes it so donors can better connect with your nonprofit. Plus, providing a photo or video of someone directly benefiting from your nonprofit lets donors see how their funds will be used. Under these visuals, write a few sentences telling this person’s story to help your supporters emotionally connect with your cause.
  • Limited number of prompts. Your donors should be able to quickly fill out your donation page. Stick to the most important information, like name, phone number or email, and billing information. You can always ask for more information once you’ve retained people as loyal supporters.
  • Matching gifts tool. Did you know there’s an easy way to double (or triple) your donations? By adding a matching gifts tool to your donation page, donors can easily search if their employer has a matching gifts program and whether they’re eligible. If they’re eligible, donors’ contributions will be matched by their company, increasing their impact and the revenue your nonprofit will receive. According to 360MatchPro’s fundraising statistics, an estimated $2 to $3 billion is donated through matching gift programs annually. This is a great opportunity for your nonprofit to strengthen its fundraising strategy and give donors a more rewarding donation experience.
  • Payment processor. In order to safely transfer donors’ funds to your nonprofit, you’ll need a nonprofit payment processor. A payment processor protects donors’ billing information so they can feel confident giving to your organization. Plus, you can feel confident knowing that you’ll receive all donated funds.

As with all of your nonprofit’s webpages, make sure to use consistent branding on your donation page. Branding builds credibility and will help drive more site visitors to your page so you can increase revenue. As a result, your nonprofit will be able to better reach its goals.

The Gist

Nonprofit website design doesn’t have to be complicated! The right nonprofit website builder will streamline the process and make it easy to build a beautiful website. With a strong digital presence, your nonprofit can reach more people and take its digital fundraising strategy to the next level. Good luck!