Segmenting Annual Fund Appeals for Pipeline Growth

Key Takeaways:

  • Reimagining Donor Engagement:

    • Shift from traditional donor pyramids to engagement funnels, focusing on personalized interactions and affinity to the organization.

  • Benefits of Donor Segmentation:

    1. Personalization: Customized communications increase response rates, reengage lapsed donors (LYBUNTS & SYBUNTS), and build personal connections.

    2. Retention: Tailored messaging nurtures relationships, enhances loyalty, and aligns with donor interests.

    3. Data-Driven Decisions: Analyzing historical giving patterns, engagement levels, and event participation provides insights for targeted appeals.

  • Strategies for Maximizing ROI:

    • Customize gift suggestions based on past donations (e.g., upgrading prior contributions to join exclusive donor circles).

    • Leverage matching gift programs to motivate donors and maximize their impact.

    • Follow up with event attendees to deepen relationships and solicit feedback.

Jake Lyons, CFRE, CNP

Jake is a full-time philanthropy professional, educator, and speaker. Jake manages fundraising campaigns, fund development assessments, audits, and feasibility studies. He also creates all subject matter and curriculum for the CFRE accredited conference series, the PRIDE Development Institute.

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How to Recognize Donations at Every Level

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Keys to Engaging the Next Generation in Philanthropy