A little care after the gift goes a long way. Retention has been sliding, even as total dollars rise, which makes simple, consistent stewardship more important than ever. Nonprofit sector data shows overall retention inching down in 2025, and first-time donor retention often hovers around one in five. The plan we're sharing below keeps things human and doable. Who this is for First-time donors from year-end and donors who reactivated after a lapse. You can run the same flow i

You have a lot on your plate. A quick, kind sweep of your donor records this week will save hours in January and make year-end acknowledgments smoother. This close to the holidays (and year end!(, we'll keep it simple and practical. Hour 1: tidy the data that powers your thank yous Merge obvious duplicate donor records so each person has one clean history. Your CRM likely has a duplicate finder or merge tool ready to go. Bloomerang, for example, flags possible matches and let

Year-end giving is picking up for our clients. As we've seen over the years, the fastest way to build trust and avoid headaches is to send clean, timely acknowledgments that hit the must-have elements and still sound human. Below is a simple checklist you can drop into your CRM template today. The “musts” are drawn from IRS guidance, but this is not tax advice. It is good nonprofit practice. What every acknowledgment for gifts of 250 dollars or more must include Your organiza