Ninety two percent (92%) of college-aged individuals are on social media. At the same time, a 2023 Council for Advancement and Support of Education (CASE) study found that institutions with structured alumni engagement see up to 40% higher donor participation. With soaring social media use and an opportunity for strategic engagement, your higher education institution is uniquely positioned to leverage these tools and engage young donors in building a lifelong connection to their alma mater.

According to research from CASE, colleges that prioritize alumni engagement can see a strong return—earning an average of $5.60 for every $1 invested. Social platforms like Instagram and LinkedIn are especially effective for bringing alumni-student connections to life, helping younger donors feel recognized, valued, and motivated to contribute. To increase giving from students and newer alumni, consider building social media strategies that spotlight real connections, especially those between alumni and current students.

Social media is one of the most powerful tools for engaging young alumni philanthropically. It meets them where they are, turns giving into a shared experience, and makes impact visible in real time. It’s not just about raising funds but about building a lasting community around shared values and stories, all while using data-driven insights to continually refine and strengthen engagement strategies.

Melissa Rothberg, Executive Vice President, CCS Fundraising

Why Engaging Young Alumni Through Social Media Matters

As new alumni transition from college to career, their connection with their alma mater is still fresh. This is a pivotal opportunity to foster long-term relationships. However, traditional outreach methods, such as mass emails or alumni events without follow-up or clear calls to action, often fall short. The 2025 Giving by Generation report found that all generations except for Boomers strongly prefer online giving over other options. Moreover, “the younger the donor, the more likely it is that social media will play a role in their giving.”

Higher education institutions must meet young alumni where they spend most of their time. Compare how young users engage across social platforms.

PLATFORM% OF 18-29-YEAR-OLDS WHO USE IT
YouTube93%
Instagram76%
Facebook68%
Snapchat65%
TikTok59%
Reddit46%
Pinterest43%
LinkedIn40%
X (formerly Twitter)38%
WhatsApp30%
BeReal10%

Source: Pew Research Center Social Media Fact Sheet

Social media platforms help colleges highlight genuine relationships between alumni and current students by telling alumni stories that resonate. Sharing updates, milestones, and accomplishments adds depth to the connection and shows the lasting impact of the alumni community. When done effectively, social media posts can demonstrate mentorship, community-building, and shared school pride, turning passive followers into inspired young donors.

Tailor your Alumni Engagement to Platform and Audience

Not all content is created equal, and not every message belongs on every platform. Successful outreach depends on customizing tone, visuals, and content format to match the audience’s expectations.

Instagram

Instagram is a powerful tool to reach young donors. It is ideal for personal, short-form emotional storytelling and visual moments. For example, consider posting a video of a graduating class, or a student’s first job offer with special thanks to an alumnus. Use Instagram to demonstrate your college or university’s culture and spirit, allowing young alumni to connect on an informal and deeper level.

LinkedIn

LinkedIn, on the other hand, is a professional network. Use this platform to share detailed student and alumni success stories or career milestones. This is a space to show your higher education institutions’ long-term impact on careers and networks.

YouTube

Youtube is an effective platform that helps show in-depth student or alumni profiles, behind the scenes campus experiences, or day in the life videos that highlight an institution’s unique values. With its strong search capabilities and wide reach, YouTube also serves as a powerful tool to allow prospective donors and young alumni to discover your message at any time. The platform supports both professional and authentic content, making it a flexible space to deepen alumni engagement and tell a story over time.

To truly reach a younger audience, posts should be simple, clear, and emotionally resonant. Ideally, a single post should easily showcase how alumni-driven philanthropic investment is making a difference for students and your university’s community.

understand Gen Z and Millennial Donor Behavior

Younger generations are rethinking philanthropy, which means advancement departments need to stay agile to evolving donor behavior, including in their social media campaigns.

Gen Z and Millennials are more likely to engage with alma maters that:

  • Offer user-friendly digital experiences
  • Share compelling stories
  • Demonstrate measurable outcomes
  • Reflect values in branding, diversity, and tone

According to the 2025 CCS Philanthropy Pulse, 63% of organizations use digital campaigns to engage next-gen philanthropists, and for good reason; younger donors are interested in transparency, authenticity, and impact more than obligation. Social media and digital engagement ensure accessible, personalized, original, mission-driven outreach.

Nurture a Long-Term, Donor-centric Culture through young alumni engagement

Higher education institutions must view alumni engagement strategies as long-term investments rather than one-off solicitations. Repeatedly engaged donors are far more valuable over time. Donor retention (cultivating long-term relationships) significantly outperforms one-time solicitations; in 2023, the average donor retention rate was about 45%, but the retention rate for donors who had given two or more consecutive years was over 60%. This shows that it can take five to 10 years of consistent engagement before a donor makes their first major gift. It is essential for more reliable, long-term revenue to build donor relationships early and intentionally.

Universities are moving beyond one-day fundraising events and embracing more integrated, year-round advancement strategies, weaving them into the student experience. Today’s engagement efforts focus on building authentic relationships early by highlighting student involvement, shared values, and visible impact. Newer generations want to give because they feel personally connected to their cause and see how those gifts make a difference.

Newer generations cherish involvement and want to see first-hand how their efforts make a difference. Students want to see what benefits of staying connected, and alumni hope to understand how their involvement is shaping the future generations.

Measure your young alumni social media efforts

You can and should track the efficacy of your social media efforts through clickthrough rates. With a nonprofit industry benchmark of 1-3% for social media posts, clickthrough rates matters because they measure how people engage with the content.

Connect With young alumni where they are 

Current student and young alumni engagement is more than raising funds—rather, effective engagement is about creating a sense of belonging, shared purpose, and pride. To engage a growing base of constituents with minimal friction, consider meeting young donors where they are: on social media. By employing social media platforms intentionally to drive a more dynamic digital environment, your college or university will strategically enhance both its footprint and toolkit.

When young graduates feel that their stories matter and their contributions count, they become lifelong givers and advocates for your institution.

More Insights

Video

Perspectives on Philanthropy | Giving USA 2025

June 24, 2025

Explore this on-demand video presented by CCS Fundraising in partnership with the Indiana University Lilly Family School of Philanthropy, which reveals and discusses the key findings from Giving USA 2025: The Annual Report on Philanthropy.

Article

Nonprofit Communications Strategy: A Generational Guide

June 6, 2025

Leverage the latest research on donor communication preferences to support your personalized nonprofit communications strategy.

In this recording of Perspectives on Philanthropy | Giving USA 2025, keynote speaker Dr. Una Osili shares the latest data on American giving. Dr. Osili is the Associate Dean for Research and International Programs at the IU Lilly Family School of Philanthropy and one of the nation’s leading experts on giving and social innovation. She oversees the research and publication of Giving USA and brings more than two decades of experience in philanthropy, economics, and public policy.

According to the new data released by Giving USA, individuals, bequests, foundations and corporations gave an estimated $592.50 billion to U.S. charities in 2024. Total giving grew 6.3% in current dollars, reaching a new high by that measure (3.3% when adjusted for inflation). A strong stock market and GDP growth helped fuel the increase in total giving, which was led by individual and corporate giving. All recipient subsectors saw donations increase in current dollars. When adjusted for inflation, giving to seven of the nine categories rose, while giving to foundations remained relatively flat and giving to religion decreased slightly.

Explore expert analysis of these trends and what they mean for the future of philanthropy during the panel conversation at the end of the Perspectives on Philanthropy video, moderated by Polly Breit, Executive Vice President at CCS Fundraising.

PRESENTED BY

Dr. Una Osili

Dr. Una Osili

Associate Dean for Research

IU Lilly Family School of Philanthropy
Emily Church

Emily Church

Chief Impact Officer

Meadows Mental Health Policy Institute
Tim McMahon

Tim McMahon

Vice President, University Advancement

Marquette University
Eric Javier

Eric Javier

Principal & Managing Director

Polly Breit

Polly Breit

Executive Vice President

Frequently Asked Questions (FAQs)

giving usa report DEFINITIONS

Where does giving usa count Donor Advised Funds?

On the sources side, grants from DAFs are counted at their original source (which is almost always an individual, though corporate DAFs do exist).

On the uses side, DAFs are included in almost every subsector. National, or commercial, DAFs are counted as public-society benefit organizations. DAFs at Community Foundations are included under TO Foundations. Other DAFs focus on a single organization or issue, and those can be found among the subsectors (e.g., a university DAF would be under education).

It is important to note that Giving USA counts only the net of DAF grants in minus DAF grants out among recipients. This is to avoid double-counting, as the grants OUT of DAFs are counted at their final destination. DAF grants from community foundations are subtracted out of our FROM foundations value.

How does Giving usa define foundation giving?

Foundation giving is defined by the longstanding list of foundations used by the Foundation Center, now a part of Candid. These include private foundations as well as community foundations. Additionally, Giving USA calculates its estimates by counting corporate foundations under corporate giving.

How does giving usa define individual giving?

Individual giving is defined as giving done by US individuals to tax-deductible charitable organizations. Most giving vehicles allow for a deduction by the individual for the amount given either to or from the vehicle, depending on the vehicle in question (e.g., a donation to a DAF is counted at the moment it enters the DAF, a donation from the LLC can be counted by the owner when it is donated to a tax-deductible organization). Gifts to community foundations are included as gifts from individuals; gifts out of DAFs held by community foundations are sourced as coming from the individual, not the community foundation, as Giving USA considers these pass-through donations.

How does Giving USA define its subsectors?

Most of Giving USA’s subsector definitions come from the NTEE codes given to organizations. These codes are available on some tax documentation, and are often used by other organizations as a quick reference, such as Candid. Religious organizations are those 501c(3)s that are assumed or have been granted religious exemption from filing. Giving USA’s list of foundations is developed and maintained by Candid.

How does Giving USA define corporate giving?

Corporate giving is defined as donations made by corporations that are then deducted on their tax returns. These donations are then adjusted for contributions made to and from their corporate foundations. Because political contributions are not tax deductible, political contributions made by corporations are not included in corporate giving. Corporate giving does not include donations made by employees either, as those gifts are counted under individual giving.  However, matching gifts made by corporations are included in corporate giving. Giving USA also does not include sponsorships, ticket purchases, or other contributions to nonprofit organizations that corporations allocate to marketing expenses on their tax returns.

where does Giving USA count donations by entrepreneurs, small businesses, and LLCS?

If a business is legally organized as a for-profit C-corporation, any donations made by the corporation that are deducted on the corporate tax return are included in corporate giving. If a business is legally structured as an S-corporation, a Limited Liability Company (LLC), a partnership, a sole proprietorship or some other legal structure for which the organization’s tax liability is passed through to the owner’s personal tax return, the giving by that business is counted under individual giving.

where does giving usa count political donations?

Giving USA counts only gifts to tax-deductible 501c(3) organizations; this does not include gifts to 501c(4) lobbying groups, political action committees (PACs), etc.

Some organizations that work in the fields of advocacy or civil rights are legally recognized as 501c(3) organizations by the IRS (e.g., ACLU, Lambda Legal), and are counted in Giving USA under public-society benefit organizations.

How does Giving USA define mega giving?

Mega-giving is an adjustment Giving USA does to giving estimates to account for particularly large gifts that would have a significant influence on the estimates. The report defines this as 0.1% of total giving, rounded to the nearest $50 million. For 2024, the threshold was $600 million.

Does Giving USA include donations from outside the US?

No, Giving USA does not generally include donations from outside the U.S.

However, although the report’s total giving figure is based on the sum of sources, and the source data exclusively encompasses US giving, its uses data includes all private gifts and grants to an organization. The figure for all private gifts and grants to an organization will occasionally include donations from foreign individuals. Historically this value appears to be fairly small, but it is something Giving USA seek additional data on to verify.

How does Giving USA define trust-based philanthropy?

Giving USA does not specifically measure trust-based philanthropy and therefore has not created a definition for the term. Definitions of the term can vary somewhat within the philanthropic sector, but trust-based giving is generally recognized as grantmaking or philanthropic giving that has few, if any, reporting requirements or restrictions that the beneficiary is obligated to abide by.

How long has Giving USA reported on the environment/animals subsector for?

Giving USA has data on the environment/animals subsector from 1987 to 2024.

giving usa report Methodology

Does the 2025 Giving USA report include subsector data breakdowns?

Giving USA includes total giving estimates to nine subsectors in the U.S., including religion, education, human services, foundations, health, public-society benefit, arts, culture & humanities, international affairs, and environment/animals. Beyond total giving to each of these subsectors, Giving USA does not have additional subsector data.

Does Giving USA provide a breakdown of individual giving by giving vehicle?

No.

Does GUSA track non-charity giving (e.g., crowdfunding for medical expense)?

Giving USA estimates include only giving to tax-deductible charitable organizations. This does not include crowdfunding for specific individuals or businesses, or other forms of direct support. The chapters do include information on this and other trends, collected from other sources.

Does giving to health include giving to international health organizations?

Organizations included in the data are organizations filing as US-based 501c(3)s. These organizations may have an international presence, but are US-based.

How does Giving USA calculate the numbers for religious giving?

There are two components to the religious estimate. A baseline value is periodically generated based on a largescale, high quality, representative survey of congregations and faith organizations in the US that asks detailed questions about charitable revenue. A growth rate is calculated annually based on aggregate datasets of specific faith network or denomination charitable revenue. For the most recent edition of Giving USA, $36 billion, or about 25%, was directly tracked in this method.

Giving USA 2025 Report data

What percentage of Americans give?

Giving USA does not track the percentage of US households that give.

What was the average individual gift and mode donation amount in 2024?

Giving USA does not track gifts at a per-gift level and so cannot answer this.

How much did individuals give in 2024 when bequests, family foundations, and DAFs are included?

DAFs are already included at the source of their giving. Giving USA does not separately estimate family foundations, though there is a heuristic that they are around 64% of Giving USA’s independent foundation value. Summed together, these would represent 83% of giving in the most recent estimable year, though this is not a value Giving USA estimates.

What percentage of foundation giving is from family foundations?

Giving USA does not estimate a separate value for this. Occasionally in the past, Giving USA has seen family foundations represent approximately 64% of independent foundation giving. For 2023, the most recent year available for this data, they represented approximately 50% of foundation giving.

How much of the growth in public-society benefit has been a result of MacKenzie Scott’s giving?

For 2024, Giving USA estimated approximately $817 million of MacKenzie Scott’s giving went to public-society benefit organizations. While this is an increase from her estimated $235 million in 2023, this accounts for about 5% of the $10.9 billion increase seen in public-society benefit in 2024.

Does Giving USA have any data about the impact of tax cuts on charitable behavior?

No, though Giving USA’s data has been used in research regarding the effect of tax legislation on charitable giving, Giving USA does not directly estimate any legislative impact.

Is the uptick in giving to education equal across all types of educational institutions?

Giving USA does not disaggregate education giving at this level.

latest trends on american charitable giving

What are the trends in online giving?

Giving USA does not track online giving. However, more information on online giving from other sources can be found within the chapters of the report.

what have the trends in philanthropy been in the first half of 2025?

Giving USA 2025 estimates giving that occurred in 2024, so it does not have an estimate for the first 6 months of 2025. It is worth noting, though, that historically speaking a larger percentage of giving is done in the latter portion of the year, so the trend of the first six months may not be reflective of the year in total.

How might federal funding cutbacks impact philanthropy in 2025?

The relationship between government grants and charitable donations is unclear, though it is an important topic in regards to giving in 2025.

Are the number of donors continuing to decrease?

Giving USA does not track the percentage of US households that give. Recent data on the topic from other sources suggests that the trend has likely continued in recent years.

What is driving the trends in corporate giving?

Corporate pre-tax profits have seen a rise alongside corporate giving, with corporate giving shifting only from 0.8% to 1.1% of these profits. Additionally, Giving USA has noted a surge in in-kind assistance being done by patient assistance programs, which are typically made through corporate foundations (this total is tracked in the “Giving TO individuals” estimate). However, at present Giving USA doesn’t know if these are causally related or simply correlated with each other.

What are the trends in corporate giving to racial justice organizations and broader DEI initiatives?

Giving USA is not able to track the purposes or destination of gifts by source, and so cannot answer.

How are the dynamics of workplace giving shifting over time?

Giving USA does not separately estimate workplace giving. However, the chapters on individual and corporate giving may include information on workplace giving that is drawn from external sources.

How is AI changing the fundraising landscape?

Giving USA does not have any estimates in regards to AI. However, information from other sources on how AI is impacting philanthropy, fundraising and nonprofit organizations is included in the chapters of the report. Explore CCS Fundraising’s AI in Fundraising paper and the 2025 CCS Philanthropy Pulse Report‘s Donor Data, AI, & Innovation chapter.

What are the trends in individual giving among specific demographics?

Giving USA does not look at giving on a demographic basis.

What has the trend in bequests been over the past 10 years?

Bequests have seen 3.8% annualized growth over the last ten years, the lowest of any of Giving USA’s four sources.

Did the 2024 election cycle with record-setting political fundraising impact charitable giving?

Giving USA does not specifically analyze the impact of political fundraising on charitable fundraising. Historically speaking though, presidential election cycles rarely have a sizable impact on giving. There are now multiple pieces of evidence suggesting that political giving does not have a significant negative effect on charitable giving. Learn more about giving during presidential elections.

What are the trends in cryptocurrency donations to nonprofits?

While there has been a noted increase in cryptocurrency donations, Giving USA does not separately estimate methods of giving.

Any insight into the slight increase in giving to Environmental organizations in 2024?

Environmental giving has seen fairly solid growth in recent years, with the fourth highest 5-year annualized growth rate among the uses (third when excluding giving TO individuals). While 2024 was the second smallest increase in this five-year span for environment, it still represented the 5th largest growth rate among uses this year, not dissimilar from its recent history.

More Insights

Article

CCS Philanthropy Pulse: Arts and Culture Spotlight

February 2025

This Arts and Culture Sector Spotlight is adapted from CCS’s 2025 Philanthropy Pulse report to provide an in-depth look at the data provided by 104 survey respondents from that sector.

Article

CCS Philanthropy Pulse: Faith Spotlight

February 2025

This Faith Sector Spotlight is adapted from CCS’s 2025 Philanthropy Pulse report to provide an in-depth look at the data provided by 38 survey respondents from that sector.

As organizations look to deepen relationships with their supporters and drive transformational change, one truth has become clear: a nonprofit communications strategy is no longer just about reaching donors. It’s about reaching the right donor, with the right message, at the right time, through the right channel. This is important now more than ever; as Baby Boomers age, an estimated $84.4 trillion in assets is expected to transfer to Millennials and Generation Z by 2045, with $72.6 trillion passing directly to Boomer heirs.

New findings from the 2024 Giving by Generation report, combined with CCS’s on-the-ground experience supporting fundraising leaders, highlight how donor communication preferences vary widely across age groups, and why nonprofits must embrace more personalized, multi-channel strategies to connect effectively.

The Modern Donor Expects More, and Less

Donors today want to feel known, not targeted, through personalized engagement rather than broad appeals. At the same time, they’re more selective in the messages they welcome and the causes they support. Research from the suggests that nonprofits that tailor outreach based on donor behavior and values outperform those that rely on one-size-fits-all campaigns.

According to Giving USA’s report, 65% of Millennial donors and 58% of Gen Z donors believe charities are doing a good or excellent job at executing on their mission—a promising sentiment. But with that optimism comes higher expectations. These donors want transparency, measurable impact, and alignment with their personal values, particularly around DEI and social justice.

Generational Insights: One Nonprofit Communications Strategy Doesn’t Fit All 

Donor preferences differ across age groups, and engagement strategies should be responsive to these differences. The below breaks down key generational communication trends from the report: 

  • Gen Z is highly connected, checking their phones more than 200 times per day. While they prefer digital-first experiences, they are also surprisingly open to traditional channels. Eighty percent (80%) are open to monthly mailings, and 81% would accept monthly emails after giving.
  • Millennials are the most responsive generation overall, scoring highest across nearly every channel, including email (3.9/5) and direct mail (3.5/5). They are also the most likely to use smartphones (54%) and QR codes (54%) to donate.
  • Gen X continues to bridge the digital and analogue worlds. While their likelihood to respond to texts or social media is lower than younger generations, 45% have used a desktop to give—more than in 2022.
  • Boomers, while less responsive to digital outreach, still represent a powerful philanthropic force. Eighty-eight percent (88%) have donated in response to direct mail, and 28% say that a mailed appeal led them to give online.

How do these preferences actually play out across generations? Here’s what the data shows:

Integrate Data and Digital in your Nonprofit Communications Strategy

With over 41% of all donors now using smartphones to make gifts—and more than half of younger donors open to QR-code-activated giving—nonprofits must adopt a mobile-first strategy. Websites should be intuitive, fast-loading, and optimized for small screens. Calls to action need to be prominent, and donation forms must be clean, minimal, and fast to complete.

Beyond interface design, data is becoming the backbone of modern fundraising communication. As CCS has seen in campaigns across healthcare, higher education, and human services, the most effective organizations use behavioral data to test timing, channel mix, and messaging strategy in real time. But while automation enables scale-ability, the experience must still feel personal.

Matching Gifts, Storytelling, and Peer Influence Still Win

Beyond channel preferences, matching gift campaigns remain a powerful motivator, especially for younger donors. According to the Giving by Generation report, seventy-two percent (72%) of Millennials and 71% of Gen Z say matching gifts increase their likelihood to give.

Similarly, peer-led messaging outperforms branded messaging on social media. While overall influence from social platforms is softening, younger donors remain significantly more likely to respond to a personal request shared by a friend or family member than to a traditional organizational post.

Nonprofits should equip supporters with compelling, shareable content, especially during time-sensitive campaigns like GivingTuesday or year-end appeals.

Bridge Traditional and Digital Channels

What’s perhaps most surprising and encouraging is that younger donors still engage with traditional channels. Direct mail, email, and even phone calls are welcome when paired with digital follow-ups, clear impact updates, and options to respond online. In fact, among Millennials, 53% prefer to give online in response to a mailed appeal. This data offers a reminder that integration is better than isolation when it comes to communication approach.

CCS recommends that for greatest success, organizations pursue layered, integrated campaigns that allow donors to interact in the channel they prefer, at the cadence they find comfortable. CCS’s own fieldwork has shown this layered approach works particularly well in campaigns that combine physical and digital touchpoints. For instance, pairing a direct mail invitation with a QR code or personalized short URL can drive conversion especially when followed by an email reminder or text prompt.

Looking Ahead for an Effective Nonprofit Communications Strategy

As we enter the next chapter of nonprofit communications, the mandate is clear: don’t just communicate, connect. Understanding your donor’s generational preferences, motivations, and values is no longer optional, it’s essential.

Now more than ever, it’s not just about what you say. It’s about how, and to whom, you say it.

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Alumni Engagement Meets Social Media: Path to Young Donor Acquisition 

July 9, 2025

Learn how to leverage social media to engage your young alumni, positioning your higher education institution for long-term success.

Article

Association Foundation Fundraising: Eight Fundamental Tips

March 11, 2025

Discover how your association foundation can effectively engage and mobilize its members.

Leveraging data analytics to strengthen your nonprofit’s donor portfolio is increasingly important in a competitive fundraising market. Once you have established good donor data hygiene and optimized your CRM, you are in prime position to elevate your fundraising. With the right combination of expert guidance and emerging technologies, you can turn your raw data into smarter strategies, stronger portfolios, and more sustainable growth.

Start With clean, Structured Data to Transform Your Donor Portfolio

At its best, data can be transformational. When your CRM is clean, structured, and aligned with your fundraising strategy, the donor portfolio insights you glean through data analytics are powerful. Your team gains the power to:

  • Identify previously overlooked donor prospects
  • Segment donors for personalized outreach
  • Create individualized donor journeys
  • Predict giving behaviors to refine portfolio management

Strong data isn’t just a backend function—it’s what allows fundraisers to focus on building real relationships. When the information is reliable and easy to access, we can spend less time digging and more time performing the work that drives results.

Jessica Roberts, Vice President of Data Analytics, CCS Fundraising

harness AI for efficiency and deeper insight into your donor portfolio

The next frontier in nonprofit data analytics lies in artificial intelligence (AI). AI can expand your team’s capacity, enhance personalization, and anticipate donor behavior. It typically takes two forms:

Predictive AI leverages historical data to forecast future outcomes.

It can help you:

Generative AI, meanwhile, creates content based on existing donor data.

Especially when you use Custom GPTs, one of its notable features, Generative AI enables your team to:

  • Draft customized solicitation emails at scale
  • Generate personalized impact reports
  • Automate donor communications while preserving authenticity

Together, predictive and generative AI offer fundraising teams a powerful toolkit for more efficient—and more human—donor engagement.

Enlist a Subject Matter Expert to turn donor portfolio insight into action

Technology alone can’t drive your data strategy. Behind every effective system is a person, or team, with deep expertise in both fundraising and data management.

A Subject Matter Expert (SME) ensures that:

  • Data collection and structure align with your development goals
  • CRM usage is consistent across departments and teams
  • Fundraisers understand how to interpret and act on data insights
  • Teams are trained in best practices, from data entry to analysis

Whether you invest in staff training, a new hire, or a consulting team like the one at CCS, SMEs help bridge the gap between information on your donor portfolio and action, making sure your data informs real-time strategy, not just reports.

The data analytics [CCS Fundraising] offered really boosted our results and provided us the guidance we needed to be perpetual fundraisers post-campaign.

Dr. Ashley Whaley, Senior Director of College Advancement, Hagerstown Community College

Learn more about our work with Hagerstown Community College.

Refine your donor Portfolio with data analytics

Once your SME has analyzed your CRM data, they can refine your donor portfolio. Portfolio management is where data meets execution. A well-structured portfolio allows fundraisers to focus their time on the most promising relationships. Additionally, it ensures that each prospect is assigned to the right segmentation strategy, streamlining workloads and increasing yield.

A data-informed portfolio typically includes:

  • Top Performers: High-capacity donors actively engaged in cultivation
  • Re-engagement Candidates: Donors with capacity who have disengaged but may show signs of renewed interest
  • Further Research Needed: Prospects flagged by AI or CRM insights, pending qualification
  • Annual Fund Candidates: Lower-capacity donors more suited to mass appeals or digital engagement

identify early-stage signals to build smarter donor journeys

Too often, organizations concentrate solely on existing major donors. But many of today’s mid-level or even first-time donors have the potential to become transformational givers if you engage them early and meaningfully.

Consider that some donors take 20 years to make a major gift. Others take less than five years often because they were asked sooner and stewarded more intentionally.

The variation in how long it takes a donor to give a major gift often comes down to three factors:

  • Timing of the First Ask: Many donors capable of giving more are simply never asked early. Organizations that delay asking miss critical moments of connection.
  • Relationship Depth & Stewardship: Donors who feel known and valued—through consistent, personalized stewardship—tend to move faster in their giving journey.
  • Data-Informed Prioritization: Organizations that identify capacity and engagement early can prioritize the right prospects sooner, leading to shorter cultivation timelines.

By analyzing historical data, your team can identify early-stage signals—recurring gifts, increased engagement, volunteer involvement—that predict future giving potential. With that knowledge, you can build donor journeys that are personalized, strategic, and built for long-term growth.

The sooner a potential major donor is identified, the more intentional we can be with every interaction. That’s how a 20-year journey becomes a 1-year story.

Dr. nick huron, data scientist, ccs fundraising

Refresh Your Donor Portfolio With The “Onion” Approach to Donor Discovery

Strengthening your donor portfolio is an ongoing process that requires repeated data analysis. Think of uncovering donor potential as a layered process. Your CRM is the onion—and with each layer you peel back, new opportunities emerge:

  1. Top-tier prospects actively in cultivation.
  2. Mid-level donors who are ripe for upgrade.
  3. High-capacity donors giving below potential.
  4. Lapsed or disengaged donors showing signs of interest.

This onion of opportunity is a continuous process—new data is constantly coming in, so the pipeline should be regularly refreshed with new data insights. This systematic approach creates a steady stream of qualified prospects and ensures your fundraising strategy remains proactive, not reactive.

  • Tiers 1-4: Total constituents in CRM
  • Tiers 1-3: Top affiliated households to be wealth screened
  • Tiers 1-2: Top Scorers with a gift capacity rating of $100K+
  • Tier 1: Top Scorers with a high gift capacity and have a five-year giving of $500+
  • Focus: Top tier prospects actively in cultivation

Nonprofit Data Analytics: Putting Thoughts Into Action

Effectively strengthening your nonprofit’s donor portfolio doesn’t require a complete technology overhaul—it requires thoughtful strategy, trained staff, and intentional execution. When paired with expert insight and emerging technologies, your data becomes a force multiplier across your entire development program.

The future of fundraising belongs to organizations that not only collect data but listen to the stories that it’s telling them.

More Insights

Article

How to Analyze CRM Data: The Hidden Power of Your Database

April 30, 2025

Unlock the potential of your organization’s CRM and data management techniques to secure long-term fundraising success.

Article

Nonprofit Data Management: How to Turn Messy Data into Quality Insights

March 31, 2025

Learn simple steps you can take to manage your nonprofit’s data no matter where you are in your data health journey.

New York, NY – Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 New York Award. An independent panel of judges selected Jon Kane, President and Chief Executive Officer of CCS Fundraising, among 34 finalists for his entrepreneurial spirit, purpose, growth and lasting impact in building long-term value.

“I’m deeply honored to be named a finalist for the Entrepreneur Of The Year® 2025 New York Award,” said Kane. “This recognition is a reflection of the extraordinary team I’m privileged to work with every day, and the nonprofit partners who entrust us with their missions to create lasting change. At CCS, we believe that transformational impact begins with bold ideas and deep collaboration, and this acknowledgment is truly shared with all those who inspire and challenge us to do our best work.”

About CCS Fundraising

CCS Fundraising is a strategic consulting firm that has partnered with nonprofits for transformational change for nearly 80 years. CCS provides various services to support and strengthen nonprofit fundraising programs, including campaign management, strategic planning, data analytics, gift planning, systems and change management, and major gift strategy. The firm’s expert consultants, skilled in campaign and development strategy, work closely with organizations of all sizes across nonprofit sectors and geographies.

Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities. The program honors bold entrepreneurs whose innovations shape the future and pave the way for a thriving economy and a hopeful tomorrow. The New York program celebrates entrepreneurs from New York and Connecticut.

Entrepreneur Of The Year honors business leaders for their ingenuity, courage and entrepreneurial spirit. The program celebrates original founders who bootstrapped their business from inception or who raised outside capital to grow their company; transformational CEOs who infused innovation into an existing organization to catapult its trajectory; and multigenerational family business leaders who reimagined a legacy business model to strengthen it for the future.

Regional award winners will be announced on June 17th during a special celebration in Manhattan, New York and will become lifetime members of an esteemed community of Entrepreneur Of The Year alumni from around the world. The winners will then be considered by the National judges for the Entrepreneur Of The Year National Awards, which will be presented in November at the annual Strategic Growth Forum®, one of the nation’s most prestigious gatherings of high-growth, market-leading companies.

Sponsors

Founded and produced by Ernst & Young LLP, the Entrepreneur Of The Year Awards include presenting sponsors PNC Bank, Cresa, LLC, Marsh USA, and SAP. In New York, sponsors also include regional Platinum sponsor Donnelley Financial Solutions (DFIN), and regional Gold sponsors, ADP and DLA Piper.

About Entrepreneur Of The Year

Founded in 1986, Entrepreneur Of The Year has celebrated more than 11,000 ambitious visionaries who are leading successful, dynamic businesses in the US, and it has since expanded to nearly 60 countries globally.

The US program consists of 17 regional programs whose panels of independent judges select the regional award winners every June. Those winners compete for national recognition at the Strategic Growth Forum® in November where National finalists and award winners are announced. The overall National winner represents the US at the EY World Entrepreneur Of The Year™ competition. Visit ey.com/us/eoy.

About EY

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy. EY member firms do not practice law where prohibited by local laws. For more information about our organization, please visit ey.com.

In today’s evolving fundraising landscape, clean, reliable data is more than a backend necessity—it’s a strategic asset. However, according to the 2025 CCS Philanthropy Pulse report, 54% of nonprofits identify incomplete or inaccurate data as a major obstacle to maximizing donor information. By assessing your data’s health, understanding how to analyze CRM data, and making full use of donor insights, you can unlock the potential of nonprofit data analytics to fuel long-term fundraising success.

Why CRM Management Matters

A well-managed CRM is more than just a repository of information, it serves as the foundation of a successful fundraising program. You will know that your CRM is effective if you can:

  • Track donor interactions in real time
  • Segment donor groups based on giving history, engagement, and capacity
  • Personalize outreach to strengthen donor retention and increase giving

Common Pitfalls When Trying to analyze cRM data

Even the most proficient fundraising teams encounter challenges in data management. Common issues often include:

  • Data silos: Isolated data pockets that prevent a holistic view of donor relationships.​
  • Inaccurate or incomplete donor profiles: Gaps and errors that can misinform strategy and outreach efforts.​
  • Poor integration between different platforms and historical records: Fragmented data that hinders comprehensive analysis and decision-making.​

These challenges often lead to inconsistent data entry within CRM systems. When data lacks standardization—whether due to variation across records or between teams—it becomes difficult to generate accurate insights. Conversely, clean, consistently coded data enables organizations to identify donor trends more easily and develop targeted, strategic fundraising efforts.​

Curious about how healthy data looks? Check out detailed example data entries in this article.

Transforming Data Challenges into Strategic Advantages

Addressing these data challenges requires a proactive and structured approach, based on the following priorities:

  1. Implement Strong Data Governance Policies: Establish clear guidelines and standards for data entry, maintenance, and usage to ensure consistency and accuracy.​
  2. Conduct Regular Data Audits and Cleanup: Periodically review and cleanse your data to maintain its integrity and relevance. Sometimes a data audit uncovers bigger issues that prompt revision or even rebuilding data guidelines. Regular checks ensure that data governance policies adapt to meet your needs while remaining evergreen.
  3. Develop Well-Structured Dashboards and Visualizations: Utilize intuitive tools to translate complex data into actionable insights, facilitating informed decision-making.​

how to analyze cRM data in Three Key Steps

To avoid common pitfalls and harness the full potential of your CRM, consider the following steps:

One: Empower Your Team with Training and Best Practices

Only 16% of nonprofits say that their fundraising staff is completely knowledgeable about CRM database use. Technology alone cannot resolve data challenges; your team must be equipped with the right training and tools. Standardizing data entry processes and ensuring staff understand CRM best practices can significantly improve data quality. A well-trained team can leverage your CRM’s full potential, turning raw data into actionable fundraising insights.

To learn more about how to develop a staff training program for fundraising, check out this article.

Two: Align Your CRM with Fundraising Goals

Your CRM should be a strategic tool tailored to your organization’s fundraising objectives. Reflect on the following:​

  • Are you tracking the right data points? Ensure CRM fields align with your pipeline and stewardship strategies.​
  • Are your workflows efficient? Streamline processes to reduce administrative burdens and enhance donor engagement.​
  • Are you using data to inform strategy? Utilize your CRM to guide decisions, from donor stewardship to major gift prospecting.​

An optimized CRM supports and amplifies your fundraising efforts, ensuring that technology serves your mission effectively.​

Three: Incorporate Relevant Data to Enhance Your Strategy

Effective CRM use involves not only maintaining existing data but also enriching it to guide strategic decisions. Consider these key actions:​

  • Disqualification: Remove unsuitable prospects to focus efforts on high-potential donors.​
  • Annual Fund and Leadership Portfolios: Assign mid-level donors to appropriate portfolios for cultivation.​
  • Major Gift Portfolios: Prioritize high-capacity prospects for deeper relationship-building.​
  • Re-engagement: Develop targeted strategies to re-engage underperforming or lapsed donors.​

When reviewing your top prospects, categorize them as follows:​

  • 1 Rating: Ready for immediate assignment.​
  • 2 Rating: Requires further research.​
  • 3 Rating: Not a fit at this time.​

This systematic approach ensures that your fundraising team focuses its efforts on the right prospects, optimizing outcomes and efficiency.​

Harnessing the Power of Nonprofit Data Analytics

A well-managed CRM unlocks more than just organized data—it empowers your team to cultivate meaningful donor relationships, drive strategic decisions, and achieve your fundraising potential. By learning how to analyze CRM data, you lay the foundation for sustained success.​

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Nonprofit Data Management: How to Turn Messy Data into Quality Insights

March 31, 2025

Learn simple steps you can take to manage your nonprofit’s data no matter where you are in your data health journey.

Most (93%) organizations say their fundraising teams understand how to use data for decision-making and are familiar with CRM systems, as reported in the 2025 CCS Philanthropy Pulse report. However, many still struggle with data accuracy and completeness. Over half (54%) of organizations identify incomplete or inaccurate data as a major obstacle to maximizing donor information. Similarly, 55% find it difficult to decide which analyses to run or lack the necessary training to do so. In this article, we explore nonprofit data management through actionable steps to improve your data quality by focusing on consistency, accuracy, and implementation. You’ll explore real-life examples of common data hygiene challenges, giving you practical insights to help bring your data to its healthiest, most reliable state.

Why Nonprofit Data Management Matters

For nonprofits, data is one of the most valuable assets. Strong data health—defined by accuracy, completeness, and consistency—ensures that information is a reliable driver of decision-making and operational efficiency. Well-maintained data saves time, reduces errors, and strengthens donor relationships. Clean and well-communicated fundraising data can also inspire meaningful action towards your mission.

Conversely, poor data health leads to inefficiencies, weakens engagement, and increases the risk of costly mistakes. By improving data quality, nonprofits can streamline operations, eliminate redundancies, and enable their teams to focus on what truly matters—their mission.

Questions to Ask About Your Data

  • Is your database a reliable resource or a constant challenge?
  • Are donor relationships effectively tracked through moves management?
  • Do you have clear and consistent constituent codes, and are they applied uniformly?
  • Is your biographical data, including prefixes, suffixes, and addresses entered in a standard format, such as consistently using “Apt.” for apartment?
  • Are donor records accurate, complete, and regularly updated?

Common Challenges Observed in Nonprofit Data Management

We often hear nonprofits share that their data feels chaotic or inconsistent. Data in CRMs can be messy for many reasons: lack of clear standards, incomplete fields, or outdated information. Here are a few common issues:

  • Abbreviations and Acronyms: Different users may enter “Street” as “St.,” “St,” or “Str.”
  • Name Variations: “John Smith” entered as “John M. Smith” or “Smith, John.”
  • Address Formats: State names entered as “CA” or “California.”
  • Duplicate Records: Same donors being entered multiple times.
  • Invalid Records: Rather than marking a record as inaccurate, the terms “Delete,” “Deceased,” or “Invalid Address” are added in front of the existing address.
  • Unlinked Household Records: Donors from the same household with incomplete spouse fields or no clear primary contact/head of household indicator.
  • Notes: Free form notes often lack structure, making it difficult to track key details.

Addressing these challenges requires clear policies, constant training, and regular audits to catch errors before they become problems.

What Characterizes Healthy Nonprofit Data Management?

Healthy data is a reliable foundation for decision-making, ensuring efficiency and stronger donor relationships.

Healthy Data Is:

  • Accurate: Error-free and precise
  • Complete: All key fields are filled in
  • Uniform: Data is entered regularly and consistently in standardized formats
  • Actionable: Data provides clear insights for decision-making

Notice how those characteristics are present in the below example of a healthy dataset:

Click on the three ellipses and then the desktop symbol to expand the table.

Steps to Get There:

  • Conduct regular data audits to identify gaps or discrepancies
  • Host ongoing team training on standardized processes
  • Establish data cleaning routines to remove duplicates and correct errors
  • Codify and update clear data management policies, such as a defined data dictionary, to ensure uniformity

Your development or advancement office may find it useful to implement a project management or Gantt chart, like the one below, to ensure clear coordination among key stakeholders. This includes the data manager, director of development, CRM administrator, development coordinator, development manager, executive director, and any external data consultants.

Click on the three ellipses and then the desktop symbol to expand the table.

Immediate Nonprofit Data Management Steps You Can Take

No matter where you are in your data health journey, there are actionable steps to strengthen and refine your approach.

Here are three common stages and the strategies to move forward:

  • Stage One | The Aspirant: Beginning to address data health
    • Clean up duplicates and standardize key fields
    • Establish a simple, clear policy for uniform data entry
  • Stage Two | The Architect: Being aware of data issues but struggling with consistency
    • Implement regular audits and train staff on standardized processes
    • Use dropdowns for entry of commonly repeated fields (e.g., states, prefixes) to reduce errors
  • Stage Three | The Artificer: Looking to refine already-strong data practices
    • Automate processes like deduplication and data validation
    • Enhance donor tracking with more advanced moves management and constituent coding

By identifying your current stage and taking targeted steps, you can build a data system that supports efficiency, accuracy, and stronger donor relationships.

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Nearly two out of every three (63%) organizations anticipated increased major gifts fundraising results in 2025. Indeed, major gifts fundraising is a cornerstone of financial sustainability for nonprofits. However, only 17% of organizations report that their staff is “completely knowledgeable” about major gift fundraising. This article discusses how to get your staff up to speed with three capacity-building tactics to support your major gifts fundraising training program.

Many organizations invest in one-off workshops or intensive courses, only to see fundraising skills fade over time without sustained practice. Instead, fundraising professionals need continued support, practical application, and structured reinforcement to translate their learning into results.

At CCS, we’ve worked with nonprofits of all sizes to integrate staff training into real-world practice through three high-impact strategies:

  1. Communities of Fundraising Professionals to establish peer networks and shared learning.
  2. Sustained Skill Reinforcement to ensure ongoing knowledge retention.
  3. Adaptive Resources to streamline implementation and make training actionable.

By implementing these capacity-building tactics, organizations can extend the impact of fundraising training, nurture confident fundraising professionals, and unlock significant untapped potential in donor programs.

What Is a Community of Fundraising Professionals?

A community of fundraising professionals is a specific community of practice; it is a peer-driven network where fundraisers regularly share insights, troubleshoot challenges, and reinforce their learning beyond initial training. Unlike a one-time cohort, a community of fundraising professionals continues to evolve, helping participants apply concepts in real-world scenarios while offering ongoing support and accountability.

How to Build and Nurture a Community of Fundraising Professionals:

  • Define the Purpose: Clearly articulate the goal of the community, such as “sharing strategies for donor cultivation” or “troubleshooting portfolio management challenges.”
  • Make It Easy to Participate: Keep meetings short (e.g., 60-minute maximum virtual meetups), provide structured agendas, and assign rotating facilitators to keep the workload manageable.
  • Create a Communication Hub: Use a simple platform, like a shared Slack channel, email group, or Teams space for quick questions and knowledge-sharing.
  • Encourage Leadership Involvement: Leaders can reinforce participation by setting mutually-agreed-upon expectations and periodically engaging with the group.
  • Offer a Starting Framework: Provide toolkits on structuring meetings, defining shared goals, and tracking progress.

Making Major Gifts fundraising Manageable

A community of fundraising professionals doesn’t have to be time-consuming. Successful communities typically involve:

  • One-hour virtual meetups (monthly or bi-monthly)
  • Minimal prep time (agendas shared in advance)
  • Peer-led facilitation (rotating responsibilities)

When and How CCS Can Help Elevate Your Major Gifts fundraising Training Program

CCS helps organizations design, launch, and sustain communities of fundraising professionals by:

  • Embedding collaborative exercises in training sessions to lay the groundwork.
  • Providing toolkits and templates for easy startup and maintenance.
  • Offering coaching to maintain momentum in the first 3-6 months.

Provide Sustained Skill Reinforcement

Training sessions alone aren’t enough to establish long-term skills. Like all learners, fundraising professionals need structured reinforcement to retain key concepts and build confidence over time.

What Is Sustained Skill Reinforcement?

Sustained skill reinforcement includes ongoing coaching, refreshers, and microlearning to reinforce skills at regular intervals post-training.

How to Implement It:

  • Set a Reinforcement Timeline: Training reinforcement should span at least 6-12 months post-course.
  • Offer Periodic Coaching: Bi-monthly coaching calls are encouraged to keep learners accountable and provide space for troubleshooting.
  • Deliver Microlearning Modules: Short, 5-10 minute refresher videos or interactive exercises can help keep critical skills top of mind.
  • Use Data for Continuous Improvement: Monitor metrics like donor engagement rates and portfolio health to track improvement.

When and How CCS Can Help Elevate Your Major Gifts fundraising Training Program

CCS helps nonprofits design structured reinforcement programs by:

  • Facilitating follow-up coaching calls to support fundraisers as they apply new skills.
  • Developing custom microlearning content based on an organization’s needs.
  • Implementing progress-tracking tools to measure outcomes over time.

Fundraisers need practical tools to make implementation easy. Adaptive resources—such as customizable templates, donor engagement guides, and pre-built outreach materials—allow teams to apply best practices efficiently.

How to Develop Adaptive Resources:

  • Identify Repetitive Tasks: Look at common fundraising challenges (e.g., portfolio reviews, donor outreach, stewardship tracking) and create pre-built tools to simplify them.
  • Make Resources Customizable: Provide editable templates for donor communications, prospect scoring, and meeting agendas.
  • Offer On-Demand Support: Record key training sessions and compile troubleshooting guides to create a knowledge repository.

Examples of Effective Adaptive Resources:

  • Customizable Donor Profile Templates: Save time on manual document creating while ensuring fundraisers have key insights at their fingertips.
  • Engagement Action Plans: Provide clear next steps for donor interactions and relationship-building.
  • Pre-Written Email Scripts: Speed up donor outreach efforts.

When and How CCS Can Help Elevate Your Major Gifts FUNDRAISING Training Program

CCS collaborates with nonprofits to:

  • Identify time-saving resources that align with their fundraising workflows.
  • Develop customized templates and toolkits for immediate use.
  • Create on-demand learning content, such as recorded sessions and FAQs, for easy reference.

Why These Tactics Matter

By integrating communities of fundraising professionals, sustained skill reinforcement, and adaptive resources, nonprofits can scale major gifts fundraising more effectively—without requiring heavy ongoing investments.

These strategies extend the shelf life of training efforts, reduce implementation barriers, and build a culture of continuous learning.

At CCS Fundraising, we partner with organizations to embed these tactics in a way that is practical, scalable, and impactful.

Ready to Unlock Your Nonprofit’s Major Gifts Potential?

Explore our Systems and Change Management services and insights or connect with us to build a training program that delivers lasting results.

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Association foundations serve as the philanthropic arm of professional membership organizations, such as national engineering associations or medical specialty societies. They advance their fields by funding research, education, technical specialization, and member-led initiatives, while some also contribute to external charitable causes. Unlike other nonprofits, association foundations have direct access to members who can be both donors and beneficiaries. This engaged, mission-aligned network presents a strong fundraising opportunity that association foundations can maximize by strategically leveraging their membership base. In this article, we offer eight fundamental fundraising tips for your association foundation to effectively engage and mobilize its members.

1. Demonstrate the Need for Philanthropic Support at Your Association Foundation

Most professional associations charge membership fees to cover operational costs and member benefits. However, many members mistakenly believe these fees fund the foundation, eliminating the need for philanthropic support. In some cases, they may not even realize the foundation operates as a separate entity with distinct goals and programs.

For example, the Oncology Nursing Society (ONS) provides several resources to create a community for oncology nurses to help them thrive. This association’s membership benefits include access to educational resources, an online forum, a helpdesk to solve clinical questions, and professional awards. However, ONS’s philanthropic arm, The Oncology Nursing Foundation, focuses on promoting oncology nursing excellence by providing educational scholarships, career development opportunities, awards, and research grants.

An association foundation provides an award to a member.

To build trust, ensure transparency, and convert members into donors, association foundations must clearly communicate the difference between membership fees and charitable donations. Emphasizing the foundation’s independent mission and initiatives is essential for effective engagement.

2. Tap into Members’ Emotional Connection with Their Profession

Association foundations should appeal to the pride that members feel in their profession and their emotional connection to their associations to encourage donations. An important message to convey is that charitable support to the foundation is an investment in the future of the profession because it will fund initiatives to support the next generation of professional leaders.

Since association foundations are identity-related organizations, they can appeal to members to donate to their philanthropic endeavors similarly to how they would support their alma maters or places of worship. Continuing the example of the Oncology Nursing Foundation, a good way to convene support from members is to make the case for investing in the future of the profession by supporting younger oncology nurses. By investing in the Foundation, members help fund education, nurse-led research, and leadership development opportunities for the new generation of oncology nurses.

Oncology nurses take notes during a workshop funded by an association foundation.

3. Utilize Association Publications and Events to Increase Awareness

Given the close relationship between an association and its foundation, there should be strong symbiosis in communication efforts. All important association communication channels, such as social media, newsletters, journals, and other publications, should include information about the foundation. Similarly, the foundation should have a strong presence at association-organized events. These strategies will help build a recognizable brand among members and set the stage for successful future fundraising appeals.

By sharing information about the foundation’s programs, success stories, future plans, and campaign updates, association members will gain visibility into the charitable arm of the association. This constant communication and collaboration will help build momentum among the member base and inspire participation.

4. Collaborate with Association Local Chapters

Partnering with local association chapters is crucial for the success of foundations, as chapters maintain robust relationships with their members. By leveraging these local networks, foundations can effectively raise awareness about their programs, showcase their positive impact, and garner philanthropic support. Many local chapters contribute to their parent association’s foundation, setting an example for individual members and demonstrating their commitment to the foundation’s mission. Creating friendly competition among chapters to boost contributions and publicly recognizing the most generous chapters or those with higher participation rates can further enhance this effort.

To enhance collaboration with chapters, association foundations can appoint ambassadors within each chapter to act as liaisons. Foundation staff can conduct presentations at chapter meetings, request chapter leaders to forward information about the foundation and fundraising campaigns to their members, and invite chapter members to participate as foundation volunteers. Chapters can also play a significant role in organizing local fundraising events, which not only raises money but also engages members meaningfully, increases the visibility of the foundation’s impact, and strengthens members’ connection to the foundation’s mission.

5. Offer Value Through Educational Opportunities

For association members, opportunities to continue their education and connect with other professionals are highly valuable. Association foundations can tap into this interest by hosting webinars, workshops, conferences, networking sessions, and other events that provide value to members. These events should incorporate high-visibility opportunities for the foundation to share its work, connect with prospective donors, and make fundraising appeals. Additionally, foundations can charge fees for these events, with proceeds supporting the foundation’s initiatives, or use the events as platforms for launching specific campaigns.

A speaker presents to a room of association members as part of an education event hosted by the association foundation.

6. Engage Inspirational Leaders In The Association Foundation

Within every professional community linked to an association, there are influential leaders who members highly respect. These leaders can be historical trailblazers, publicly recognized professionals, inspirational figures who embody the values of the profession, internal “celebrities,” and award-winning specialists. Association foundations should identify and engage these leaders to champion fundraising efforts, as they can effectively capture the attention of other members.

Recognized leaders can serve as campaign volunteers or contribute by sharing information about the importance of philanthropic support. Their active involvement with the association foundation is likely to inspire others and add credibility and visibility to fundraising initiatives.

7. Empower Members to Fundraise

Another way to engage members meaningfully is to invite those who have made significant contributions to participate in fundraising efforts. This can include inviting them to be campaign volunteers, making introductions to possible donors, or launching their own small campaigns among their networks on behalf of the foundation. Member-led campaigns offer the advantages of peer-to-peer fundraising and allow the foundation to expand its reach. These campaigns can help communicate the foundation’s message to people in the lives of members who are not, themselves, association members.

When coordinating member-led campaigns, association foundations should implement best practices to guide volunteers effectively:

  • Schedule regular check-in meetings
  • Assign a dedicated contact person at the foundation
  • Provide draft language for social media and email outreach
  • Create a campaign FAQ one-sheet
  • Offer comprehensive training and support

8. Promote Planned Giving at Your Association Foundation

Legacy gifts are typically given to organizations with which donors have long-term relationships. Given the nature of professional associations and the lifelong commitment many members have to their association, association foundations are excellent prospects for planned gifts. Foundations should regularly promote planned giving options in communications with members and actively solicit donors for this gift. The framing of this opportunity should emphasize the possibility for donors to provide a lasting legacy and honor their professional lives and contributions to the association field.

Membership Engagement is the Key to Success at Your Association Foundation

Association foundations have a unique opportunity to leverage their membership bases to enhance their fundraising efforts. By clearly explaining the need for philanthropic support, tapping into members’ emotional connections, and utilizing association publications and events, foundations can build strong relationships with their members. Additional strategies include closely collaborating with local chapters, offering educational opportunities, engaging inspirational leaders, empowering members to fundraise, and promoting planned giving.

To unlock the full potential of their fundraising efforts, association foundations should adopt these strategies and continuously seek ways to engage and inspire their members. By doing so, they can ensure the sustainability and growth of their initiatives, ultimately contributing to advancing their respective fields and broader societal goals.

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Fundraising professionals in 2025 are navigating a complex philanthropic landscape, where rising inflation, a new presidential administration, and social challenges often highlight campaign needs, but impact campaign execution. With many organizations competing for donor attention, it can be difficult to stand out. In this article, we discuss how organizations can reinvigorate a stalled fundraising campaign with intentional strategies that reignite donor engagement and reposition their efforts for success.

Whether funding renovations, endowments, new programming, or something else, extraordinary campaign fundraising is essential for securing immediate resources and sustaining long-term impact. With countless organizations in active campaign mode, differentiation is key. As we enter a new year filled with fresh opportunities, now is the time to adopt targeted approaches that keep campaigns engaging, meaningful, and top of mind for constituents.

As key champions and advocates, your campaign leadership committee should set the tone and pace of campaign activity. They can energize, inspire, and recruit, which drives meaningful activity to influence the success and timeline of a campaign goal. Is the current campaign leadership fatigued? Has prospect engagement activity stalled? Use a “reset” moment to re-assess the profile of your role campaign leadership and consider some additional tips to keep the committee strong and productive.

Top Tips to engage leadership during a Stalled Fundraising Campaign:

  1. Consider revitalizing or growing the committee; recruit additional campaign volunteers to support the increased pace of activity that is needed. While philanthropic support is vital, the committee should include more than just your largest donors. Consider diversifying the profile of your leadership committee with new members who are energized and willing to leverage their networks, make outreach on the organizations behalf, and participate in regular meetings.
  1. Provide clear, updated goals and a refreshed roadmap for success to align leadership and stakeholders on priorities.
  1. Re-position the campaign as central to the institution’s mission and vision, reinforcing its importance at every level. Ensure campaign messaging is current, compelling and included across marketing materials, website, appeals, and physical signage.

Experienced fundraisers understand the value of a strong donor stewardship program and prioritize ongoing, targeted efforts at both individual and departmental levels. The same applies to campaign donors—effective stewardship ensures they feel appreciated and see the impact of their generosity. To enhance and maintain stewardship as a development priority we recommend the below tips:

Top Tips to enhance donor stewardship protocol

  1. Implement robust, personalized stewardship strategies that demonstrate appreciation and ongoing impact.
  1. Utilize tailored communications—such as donor impact reports, videos, or “behind-the-scenes” tours—to maintain engagement, ensuring the mission remains central in all messaging.
  1. Build a stewardship plan with monthly or quarterly touchpoints, integrating them into team and individual KPIs for accountability and execution.
  1. Development department heads should conduct regular benchmarking meetings with frontline fundraisers to review stewardship calendars and touchpoints. Set time-bound goals for first or repeat solicitations that are meaningful and informed by data and donor relationships. For repeat campaign donors, express gratitude, highlight their impact, and offer meaningful ways to recognize their cumulative giving.

Example: Your organization is ready to cut the ribbon and open a newly-renovated area that has yet to be named by a donor. Invite a highly-curated group of a few top prospects that have been vetted as potential donors to name the space for a behind-the-scenes tour of the opening. Offer this as an exclusive first look and consider giving a preview of other areas set to open in the campaign. Giving prospects the exclusive access will elevate the opportunity and create a sense of urgency.

A picture of a fundraiser giving donors a private tour of a new building to reinvigorate a stalled fundraising campaign.

Developing a strong case for support is a critical early step before launching a campaign. It should immediately capture prospects’ attention and inspire them to participate. As the campaign progresses, refreshing the case to reflect milestones and evolving goals is essential to maintaining momentum.

Keeping campaign materials innovative, inspiring, and outcome-driven sustains donor interest and encourages new or increased giving. Organizations should be aspirational and creative in offering diverse giving opportunities, including updating naming options and expanding ways to contribute.

Top Tips to Refresh Your Case for Support During a Stalled Fundraising Campaign

  1. Refresh campaign messaging to highlight recent successes, celebrate major gifts, and emphasize urgent needs. Integrate campaign messaging into other appeals, such as direct mail or year-end giving.
  1. Incorporate new visuals—including images, renderings, and infographics—to showcase progress and maintain engagement.
  1. Refine the philanthropic value proposition to ensure it remains compelling and aligned with donor priorities.
  1. Leverage early and board gifts to inspire additional support and encourage increased giving in the campaign’s later phases.

Active prospecting is essential throughout a campaign to identify both new and past donors. Frontline fundraisers, campaign leadership, and designated prospect researchers should collaborate closely to routinely evaluate and refine prospect lists, ensuring a steady pipeline of potential supporters.

Top Tips for robust prospect research:

  1. Regularly reassess the prospect pipeline and maintain an annotated table of gifts to guide solicitation planning. Consistently updating this table helps identify gaps and determine where new prospects are needed.
  1. Expand prospecting beyond donor databases by exploring other organizational networks, such as memberships, client or patient databases, and alumni groups. Conduct screenings to uncover potential donors within these communities.
  1. Use data-driven research to identify new prospects with untapped giving capacity, leveraging various entry points and constituent groups.
  1. Develop targeted engagement strategies that align with donor motivations and interests, ensuring meaningful connections and long-term support.

Recommendation: Assign a metric to each frontline fundraiser and portfolio holder to bring one to two new prospects either from their portfolio or other research points. Have a metric tied to prospecting and keep folks accountable by offering a new prospect as a standing agenda item during regular meetings such a development team meetings, moves management discussions, or 1:1 meetings with supervisors. Each should come prepared with a few data points such as giving history, capacity, affinity, and other philanthropic indicators.

Stalling campaigns offer an opportunity for reinvention and renewed energy around fundraising.

By applying the above strategies, organizations can position their campaigns for success in 2025. Keeping donors engaged and connected in an increasingly competitive philanthropic landscape is paramount for development staff, frontline fundraisers, and campaign leadership.

A well-executed plan to reignite your campaign not only meets fundraising goals but also strengthens relationships, builds a foundation for future support, and elevates awareness and reputation in an ever-growing sector.

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CCS Philanthropy Pulse

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Uncover the latest fundraising trends in the 2025 CCS Philanthropy Pulse report! Packed with data-rich insights from 600+ nonprofit organizations across diverse nonprofit sectors, this free report will help you plan for success in 2025.

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Making the Case for Endowment at Your Independent School

May 9, 2024

The COVID-19 pandemic and the fluctuating economy in the years since revealed how critical endowments are for the growth and sustainability of independent schools. Learn how to make the case for an endowment at your school with our concrete tactics.

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