These 5 tips can help you increase donations from existing donors and improve donor loyalty.

1. Five Tips to Getting More from
Your Existing Donors
wealthengine.com
wealthengine.com 1

2. Getting More from Existing Donors
1 Understand Current Donors and Fill Information Gaps
2 Giving History – How Often, How Much and When
3 Ask for the Right Amount
4 Refresh Your Message
5 Use a Personal Touch
wealthengine.com
2

3. 1a. Understanding Your Donors
Do you have complete, up-to-date
information?
Full name, contact information (required)
Age, gender and other demographic
information (required)
Contact preferences (required)
Family, business and organizational
relationships (need to have)
Other interests (bonus)
wealthengine.com
3

4. 1b. Filling the Information Gaps
Data Cleansing
Standard formatting
Correct missing or outdated information
Data Appending
Incorporate new or missing information
Change of address
Wealth data
Family or business data
Other interests
wealthengine.com
4

5. 2. Giving History
Giving history should include:
Amount of last gift
Total amount of all gifts
How frequently they donate
Date of their last gift
Regular or repeat donors should get
special attention
Does their giving history align to their
wealth profile?
Maybe you should ask for more?
wealthengine.com
5

6. 3. Ask for the Right Amount
Analyze donor data to determine the best
ask amount
Prior donor behavior
Wealth and giving capacity
Consider giving tiers – even for small gifts
If the only gift option you have is $25, then
that’s all someone will give
wealthengine.com
6

7. 4. Refresh Your Message
Make your message all about them – put the
donor first
Have multiple versions of fundraising
communications
Test to see which resonate and with which
audience
Vary your message
One-time donors, lapsed donors and repeat
donors should get different messages
Change the ask based on the audience
wealthengine.com
7

8. 5. Use a Personal Touch
Personalize your communications
Find out what they want to hear – and
how they want to hear it
Not every communication should be an ask
Try a newsletter or blog
Solicit on their schedule
Someone who gives quarterly may be annoyed
by a monthly solicitation
Consider loyalty programs for donors – and
cultivation for higher level gifts
wealthengine.com
8

9. WealthEngine Can Help You Get More
Data Appends – Wealth, demographic and lifestyle
attributes
Circle of Friends – Uncover family, business and
organization connections
Analytics – Detailed insight into donors and prospects
Segmentation
Profiling
Feasibility Studies
Ask Amount
Gift Models
Campaign Services – Deliver your fundraising
campaigns with precision
wealthengine.com
9

10. To learn more about WealthEngine’s services and
our free screening offer, contact us at:
info@wealthengine.com or 1-800-933-4446
wealthengine.com
10