The Importance of CRM Address Hygiene Upkeep

We, as marketers, are very reliant on our CRMs. Our fundraising strategy, campaign performance, and donor analytics are only as reliable as our trusted CRM data. The upkeep of this data is time-consuming and requires staffing resources and ongoing investment. However, forgoing the proper maintenance will cause long-term detriment to the entire marketing program and be a costly investment to correct. One of the most important yet simple upkeep items is keeping constituent address information up-to-date.

On average, 9.8% of people move each year and 31 million people moved in 2019. While many data vendors and mailshops can perform National Change of Address (NCOA) on your file prior to it being mailed, there is a limit on how long this remains sustainable if the data is never updated in the CRM. For instance, the USPS offers two types of NCOA products: 18-month and 48-month. Depending on which type of product the vendor has access to (most common is 18-month), determines how far back they can capture address changes.

Now, let’s assume the CRM isn’t updated with address changes, the vendor uses 18-month NCOA and the campaign mails at Marketing Mail rates (previously known as Standard Bulk Mail). If the address change was within 18-months, it will be captured by the vendor; if it is after 18-months, the vendor won’t capture the change and the USPS will deliver the piece to the address at which the constituent no longer lives. 

This can cause long-term compounded issues:
  • In all likelihood, this constituent will continue to be mailed at an incorrect address in Appeals/Renewals for the next 6-18 months. This is not only a front-end expense (print, production, and postage), but also a loss in donor engagement and further giving opportunity.
  • If this constituent is pulled into a Lapsed or Deep-Lapsed segmentation then the same issues will occur as in Appeals/Renewals (above) and that could go on for several more years.
    • This will also cause lower reactivation performance.
  • Donor analytics won’t necessarily be reliable as constituents may have only stopped giving because they were no longer receiving solicitations. Meaning, analysis numbers, such as donor retention, could be artificially lower than they should be.
  • Acquisition lists could overlap with active/lapsed donors because the active donor address is stale while Acquisition list data is consistently updated.
    • i.e.: If the same donor gives to an Acquisition campaign then the constituent will be added to the CRM which will cause duplicates (one record with a wrong address and one record with a valid address).
There are several proactive measures to keep the CRM address data up-to-date, all of which are ongoing maintenance options:
  • If your organization runs a quarterly Acquisition Program then it is likely that you are supplying the merge vendor with active, lapsed, and deep-lapsed donors to match against the outside lists. The merge vendor can return the house NCOA updates which can then be updated in the CRM.
  • An outside data vendor can run NCOA on the entire universe or a subset of the universe (active, lapsed, deep-lapsed) which can then be updated in the CRM. It is important to schedule these updates at least four times a year.
  • Some CRMs offer add-on address hygiene and change of address tools to keep addresses valid.
If the CRM is already out of date, there are several options to validate existing addresses and update those that have changed. This is a necessary step before the transition to one of the maintenance options listed above:
  • If the CRM universe has been NCOA’d in the past 48 months then using an outside data vendor to run NCOA 48-month will capture constituents who have moved within that window.
  • If the CRM universe has not been NCOA’d in the past 48 months then there are providers that offer a Proprietary Change of Address (PCOA) service. PCOA consists of address changes from outside sources such as: Utility Companies, Magazine Subscriptions, Credit Bureaus, Credit Card Companies, etc. Each provider has its own proprietary list and its retention-offering can range from 5-35 years. Most PCOA providers will also process NCOA 48-month at the same time.
    • PCOA can be an expensive service, mainly depending on total file quantity.
Once the CRM addresses have been updated then it is best to work towards isolating and merging duplicate constituents as there is a high chance duplicates have been created over time.

There are many other CRM data upkeep items that are just as important. Chapman Cubine Allen + Hussey will continue this series in 2021 to include items such as: deceased data appends, apartment appends, telephone appends, ECOA/eAppends, and demographic appends. If you would like help with your data processing needs, reach out to work with us. 

A difficult yet rewarding year.

$401,324,272.25.

That’s how much money Chapman Cubine Allen + Hussey helped our clients raise in 2020. The most ever in any of our firm’s 35 years.

2020 was an extremely difficult year for everyone … the pandemic and the life-threatening coronavirus … personal hardship in a topsy-turvy economy … massive unemployment … isolation and loneliness … a historically divisive political landscape … assaults upon civil liberties … and our electoral process.

But there was a silver lining. Despite the immense hardships faced in 2020, Americans united to support the causes that matter the most. 

Jim Hussey, Chair

In addition to raising more than $50 million to aid those impacted by the pandemic, and more than $36 million to support health-related institutions, including many that are addressing the coronavirus crisis, CCAH is especially proud of the role we played to defeat Donald Trump and elect Democrats up-and-down the ticket.

We helped the Democratic Party raise more than $166 million to elect President Joe Biden and Vice President Kamala Harris. Combined with our victories with the Clinton/Gore Campaign in 1996 and the Obama/Biden Campaign in 2012, this adds up to three successful presidential campaigns for CCAH President Kim Cubine and her team of highly seasoned political specialists. (It’s really five if you count Al Gore’s race in 2000 and Hillary Clinton’s campaign in 2016 … both of which won the popular vote.)

Other CCAH partners generated more than $50 million in the successful effort to retake the U.S. Senate, and an additional $15.6 million to elect more Democrats (especially women and people of color) to positions in the U.S. House of Representatives, and to state offices around the nation.

And during a year which saw the growing threat of racial intolerance gain the attention it has long deserved, CCAH was able to help its clients raise over $70 million for civil rights causes which … fought for the rights of all Americans to have their voices heard at the polls … and addressed the sickening rise of right wing intolerance, neo-Nazism, and antisemitism. We are also proud that CCAH raised $76.6 million for environmental and animal rights organizations, and other worthy advocacy causes.

None of this work would have been possible without the dedicated efforts of our more than 100 CCAH staff members, who operated from 14 states and persevered despite the difficulties posed by the pandemic and social distancing. Like the rest of the country, our employees left the office in mid-March of 2020 and coordinated all of these successful efforts from their homes without the benefit of office resources or face-to-face coordination with their co-workers. All of our partners and supervisors are incredibly grateful for their brilliant service and success. 

And their hard work will continue throughout 2021 as we look forward to the post-COVID era and continue to partner with amazing organizations to address the most important causes facing our nation.

February Mini Spotlights

CCAH is full of superstar employees who are going above and beyond to make the world a better place. Whether they’ve worked here for 20 years or just one, every person has the opportunity to make real change. We decided we wanted to show off these go getters with our new mini spotlight series! Each month, we will be highlighting employees on our social media pages who are doing incredible things, both inside and outside the office; however, if you missed any posts, have no fear! Check out a recap of our mini spotlights for February below! In honor of Black History Month, we are excited to celebrate some of the coworkers we are lucky enough to have work with us at CCAH.

Quentin Patrick

To start off our #CCAHSpotlight Black History Month series, we are excited to feature the face of CCAH, Quentin Patrick. Quentin has been the Office Administrator at CCAH for over 20 years! When he is not caring for our staff, he is mentoring inner city youth, biking the national mall, and advocating for civil rights. His favorite memory at CCAH is creating holiday cards for the White House during the Obama Administration. We are beyond proud to work with this independent, reliable and committed coworker who goes above and beyond everyday to make CCAH feel like home.

Alana Ralph

We’re continuing with a creative superstar: Alana Ralph! Alana has been working at CCAH for 5 years as a Production Designer. In our art department, she is a design force. Her art has spanned from assisting with Nasty Woman buttons for Hillary Clinton’s campaign to designing t-shirts for stuffed animals going to pediatric patients. Getting to do work for causes that align with her beliefs isn’t all she does. Outside of the office, she is an incredible mom to her 3 year old daughter and the owner of an Etsy store where she creates invitations and stationary that are works of art. We are incredibly proud to work with such a dedicated, inspirational, creative coworker who brings our clients’ work to life.

Jessica Acheampong

And we’re closing out this mini spotlight series with a Direct Mail rock star: Jessica Acheampong! Jess has been working at CCAH for over a year as an Account Representative. When she is not helping her clients save the world one donor at a time, she loves watching Hamilton on Disney+ (she’s seen it more than 10 times!), celebrating her Ghanaian heritage with family, and spreading cheer wherever she goes—as her supervisor says, “Jess’ positivity and infectious smile can brighten even the dullest of days!” We are beyond proud to work with this exuberant, versatile, and passionate coworker and cannot wait to see what she does next at CCAH!

As the month comes to a close, we want to give a big thank you to these CCAH Superstars and February’s Mini Spotlights!

Seven Reasons to Love the Mail

At CCAH, it’s a given that we love mail. But, shockingly, we discovered that not everyone has an innate love of one of the key methods of direct response. In the new year, we decided to set the record straight so everyone goes into 2021 loving the mail as much as we do. Here are our top 7 reasons—though there are of course MANY others…

Screen Breaks!

For many people, more time at home these days has also meant more screen time, whether it’s watching Netflix®, holding meetings on Zoom, virtual happy hours, or being glued to a news feed. That’s left many people taking “screen breaks” when they can. Mail is a great way to get your message in front of your audience without keeping their eyes on a screen.

Reinforcement

As giving expands in the digital space, direct mail still affords an opportunity to reinforce your brand and your message, even if donors who receive your mail piece ultimately choose to make their gift online. Multichannel donors tend to be the best donors, and the mail offers another chance to connect with them.

Revenue & Retention

For many organizations, direct mail still pulls in the bulk of individual donor revenue with better retention and ROI than face-to-face or digitally acquired donors.

Prime Real Estate

There is more real estate in direct mail packages, offering greater opportunity to make your case for giving, show your donors their impact, and say thank you! Content-rich, mission-focused printed material like Annual Reports, Calendars, and Newsletters are valued by donors and don’t often translate as well to the digital space.

Reach Supporters Where They Are

More folks may be at home more often, but that doesn’t necessarily mean they have a laptop, mobile device, or internet access. Nearly everyone has access to the mail, however. So direct mail allows you to reach more supporters who either can’t give digitally or don’t feel comfortable doing so.

Timely and Relevant Communications

The mail provides an opportunity to show appreciation for donors in these turbulent times—with nonprofits sending branded facemasks, gloves, activity books, and other useful items in the mail. According to experts, the mail is not likely to spread COVID-19. And since bulk mail stamps are machine affixed, there’s even less reason to worry.

Staying Power

People will hold onto fundraising mail to donate at the end of the month when they write out checks to pay monthly bills. We see this in the “long legs” that many direct mail campaigns have. Email doesn’t have the same staying power—it’s easy to delete or scroll past, and folks aren’t likely to sort back through old emails to donate. The bulk of email donations are made within the first few hours, but direct mail sticks around, meaning it offers two points of connection: one when a donor first receives it, and again when they return their gift several days, weeks, or even months, later!

In the end, a direct mail program is entirely what you make of it! If you use industry best practices and find the best ways to reach out to your donors where they are, mail has the chance to make all the difference for your organization. For help kick starting your direct mail program or to revamp one you already have, reach out to work with us!

CCAH Spotlight – Katie Chambers

Setting the Stage

“Katie Chamber’s positive attitude is actually infectious” according to Kim Cubine, and her colleagues all agree. The tireless work ethic and upbeat attitude that she brings to her daily routine have made her an indispensable member of the CCAH family.

On top of her role as an Account Executive working with clients, she is also a member of the company’s Diversity, Equality, and Inclusion Committee, a writer for the company blog, and a resource for five other CCAH employees through the company mentorship program. How on Earth did one person wind up with so much on their plate?

“I have a hard time saying no to things,” she says with a laugh. And while her sense of duty might belie an even greater desire for change, Katie’s work – both inside and outside the office – has made her the natural leader that we at CCAH are fortunate enough to work alongside. 

Making a Difference

When she’s not helping her clients to reach their organizational goals, Katie is an ardent supporter of causes outside of CCAH. She has served as a coach for Girls on the Run, an after-school program that helps reinforce the connection between emotional and physical health for young women. She also volunteers, organizes with, and raises funds for Be the Match, an organization that connects patients diagnosed with leukemia, lymphoma, and other blood diseases with life-saving bone marrow and stem cell donors.

Most recently she’s found herself pounding the pavement with members of her community, demanding change to the systems of American policing. Her civic engagement is not so much a newfound passion as it is an extension of her upbringing. “When I was in middle school, my parents would reward me for good grades with trips to D.C., and we’d go to a Smithsonian … or I’d hang outside the Newseum waiting for politicians to sign autographs after they filmed This Week with George Stephanopoulos.”

Katie’s political passions continued through college and into her first job after graduation, where she worked as a field organizer for a Senate campaign. After that campaign cycle ended, she wasn’t entirely sure where she would end up, until she connected with a family friend who knew of an opening at CCAH. Katie applied “despite not really knowing anything about the industry,” and when she was called in for an interview, began studying up on the ins-and-outs of direct marketing. 

Doing What Matters

It’s no surprise that during this year’s annual company awards ceremony, Katie was the recipient of the CCAH Spirit Award, which is given to an employee who exemplifies the passion for change that we work for each day. Her positive outlook and boundless enthusiasm are contagious, and it’s because of Katie, and colleagues like her, that CCAH can deliver for our clients.

Katie’s work at CCAH encompasses so much more than just her daily client interactions and management of their various campaigns. Her work on the company blog helps to keep CCAH visible within the direct marketing industry, a crucial task in the current age with so many business interactions moving from in-person to online.

Similarly, her work on the DEI committee helps to ensure that all of her CCAH colleagues stay visible within the structure of the company. When CCAH announced the inception of the DEI Committee, Katie saw it as a natural fit. She had, before the committee existed, been working with her supervisors and management to address what areas CCAH might better serve our growing roster of employees. “CCAH is a great place to work for me, and I just want to make sure that’s true for everyone here.”

Katie in front of our chalkboard that reads 'welcome to CCAH spirit week'

We’ve Got (Virtual) Spirit!

Each September we have CCAH’s annual spirit week, but this year, spirit week went virtual! This fun-filled employee appreciation week included a lunch hour at the Charlie Hides Funhouse, a team-vs.-team MadLib competition, and our annual award ceremony (this year held over Zoom).

Each day had its own treats and surprises in addition to our weeklong Guess Who game, where employees were challenged to match fun facts with new staff, and the correct answers were revealed at our Thursday happy hour … it was such a fun way to get to know our fellow coworkers!

Monday

CCAH was closed for Labor Day, but we could hardly wait to return to the (home) office to kick off the spirit week festivities.

Katie in front of our chalkboard that reads 'welcome to CCAH spirit week'

Tuesday

It was Mad Lib day! This fun team-vs.-team competition encouraged people to think outside the box as they completed a CCAH-themed MadLib! Teams worked together to come up with the zaniest nouns, adjectives, and verbs they could to impress the judges with their creativity. We also kicked off our New Staff Guess Who game, where everyone worked to match fun facts with the employee who has done it. With facts ranging from a fear of frogs to a world-class ranking on Pokémon Go, to speaking about fundraising on six continents; we’ve certainly hired some pretty interesting people during the pandemic!

Wednesday

For our lunch hour, we brought back Charlie Hides with a brand new gameshow: Charlie’s Funhouse! Staff members went head to head to win fun prizes in a variety of games: the Price is Right (but only with UK food items with interesting names), Name that Tune, and the Masked Celebrity, to name a few. Not everyone was a winner, but we all walked away with a smile after an hour in the funhouse!

Thursday

At happy hour, we kicked off the festivities with a scavenger hunt. Employees rans around their houses and apartments trying to be the first to find a particular item — from something red to something with a face — we had 15 seconds to find our items and run back to the screen before time was up!

From there, employees were recognized — from plaques for those celebrating two years with the company to CCAH monogramed swag gifts for those working here for five, ten, twenty, and twenty-five years.

Quentin Patrick received the Bill Goldstein Legacy Award for his twenty years with the firm. This award recognizes excellence in service and a commitment to outstanding loyalty to CCAH, our clients, and their missions. Twenty years symbolizes a remarkable achievement in one’s career and demonstrates fortitude, grit, and perseverance. Over the years, Bill Goldstein’s work had profound impact on some of the most critical issues facing our country and people around the globe. We are proud to honor his legacy with this award. 

Katie Chambers received the coveted CCAH Spirit Award. This award goes to one individual, voted on by the management committee and partners, who we believe embodies dedication to clients and their fellow colleagues, always lending a helping hand and jumping in if someone doesn’t understand. Katie goes the extra mile for a client with a positive attitude and a smile in every situation.  As one person noted, her “positive attitude is actually infectious for everyone she works with.” Congratulations to Katie Chambers for this distinction!

The Spirit Committee judges also announced the answers to the Guess Who matching game! While only five CCAH employees were able to get a perfect score (congrats to Arwen, Kahla, Srikar, Julia, and me—Becca!), everyone was a winner when we got to learn more about our coworkers.

Friday

Spirit week was finally coming to a close, but not without one final announcement: we changed our name! Jenny Allen officially became a name partner, making our company now Chapman Cubine Allen + Hussey — you can read all about it here if you missed the announcement blog. With this exciting news top of everyone’s mind, it was easy to forget about the MadLib competition (even though that was also a very exciting moment in CCAH history). Team Mia took home the win, and all of the bragging rights that came with it. 

As a final surprise, everyone was excited to find goody bags at their door the week after spirit week. MJ, Katie, and Quentin had worked tirelessly to ensure a sweet snack for all of our employees even though we were far apart.

With that, we closed another wonderful week at CCAH. Now we are back to work, refreshed and ready to take on Q4 and another full year of doing great work for all our amazing clients! 

Fundraising During This Time of Turmoil

In times of upheaval, it’s not unusual for a nonprofit organization or a political candidate to temporarily suspend their fundraising solicitations.

During my 35-year career, I have witnessed several events that triggered many nonprofit causes to take such action, including 9/11 and the beginning of the great recession in 2008. 

However, the year 2020 is prompting a reaction previously unseen within the fundraising industry.

Jim Hussey, Chairman

The coronavirus pandemic and the resulting economic downturn caused many organizations to suspend their fundraising campaigns in March. Unlike the fundraising suspensions in 2001 and 2008, these interruptions were … and for some continue to be … much longer.

Following the onset of the coronavirus crisis, the murder of George Floyd was the catalyst for a new wave of protests in cities from New York to Los Angeles and everywhere in between – another reason to reevaluate fundraising campaigns.

And 2020 is far from over. The remainder of the year promises even more turbulence.

In addition to the ongoing threat of the coronavirus, the troubling and divisive political situation within the nation guarantees even more tumult, especially during the final quarter of this year. The election in November, as well as its lead up and aftermath, may be the most politically contentious period in modern American history.

So what do we do? Should nonprofit organizations constantly suspend and revive their fundraising efforts with each new, dramatic event? No.

For the sake of the causes we care about, we must continue on the path forward and push through the storms we are facing. We must carry on.

Even the temporary suspension of solicitation efforts can set your program behind by months or even years. A fundraising program is like a train … once stopped, it takes much time and effort to restart it and get up to speed.

In addition to the immediate loss of income, the suspension of donor acquisition efforts will cause attrition, instigating major downturns in your donor file that will further impact your efforts in future years.

Control packages and language atrophy without the constant testing necessary to keep them viable, necessitating further testing and smaller rollouts when the program is reinstated, until confidence in the market is rebuilt.

Decisions to suspend fundraising often come from outside the development office, by supervisors who too often are cynical about fundraising, and view it as a necessary evil.

More must be done to educate our nonprofit leaders that fundraising is about more than asking someone for money. It’s about empowering the donor and providing them with a chance to address an issue which is important to them. Suspending fundraising operations denies them that opportunity.

Nonprofit leaders often believe they are doing a favor for their donors by giving them a break. In reality, the donors probably don’t notice. But once loyal donors move on to other organizations that are less reluctant to ask for their involvement and help, and it is incredibly difficult to bring them back to the fold.

It’s best to address major events directly. If everyone’s attention is directed toward a particular issue … acknowledge it in your copy.

Don’t ignore the elephant in the room.

Your donors will not be angry with you for continuing to advocate for an issue that is important to you both, even in difficult times.

How are you fundraising right now? We’d love to hear how your organization has been reacting to and coping with 2020’s current events. Tell us in the comments!

Pivot Quick in Snail Mail

Right now, the world is changing at a rapid rate. With pandemics, changing work environments, and civil unrest amplifying systemic issues to catalyze important change, it can be difficult to figure out how tried-and-true direct mail best practices and anchor campaigns fit into this new reality. What do you do in the face of the unknown? What tools, tips, and techniques should you use when world events mean your program needs to pivot—and pivot fast—when you work in direct mail (DM)?

Step one: Talk to your digital counterparts

Discuss options to go live with the new messaging on your homepage, over email and social, and SMS and phone. These channels have an unmatched ability to get your message out quickly, as well as giving your organization the option to test language and more fully develop your plan of action for your donors as new details on the topic reveal themselves.

However, if most of your donors are direct mail responsive, aren’t mobile opted in, or if there isn’t much overlap between your email and DM programs, these channels alone won’t get your message to everyone that needs to hear it. If you do not have key techniques ready to implement so you can quickly and efficiently reach your direct mail donors, you will be missing out on a key group of supporters. It’s incredibly important that these people, too, know your organizational response to a changing environment.

Direct mail is not a beauty contest

So a simple and straightforward urgent message received in a timely manner is often more important than providing donors with a highly-produced, design-heavy package. If your mail schedule and cadence allow you to print new material, you can create a simple package to get your message to your audience. Many times, you can use an “urgent-gram,” which is pre-printed material that allows you to simply add your organizational messaging.

Rework what you’ve already done

Recoding data from a recent appeal or renewal can also shorten the time frame from creative development to your drop date. If you are able to truncate your art approval timelines, recoding data (which can mean faster turn times than starting from scratch) can allow you to get your message in the mail quickly.

Look at some production-focused strategies

These can include digital printing, duplex lasering, and multiple-window no-print envelopes, and all of these strategies can shorten timelines. In digital printing, you can print and laser your material all at once, bypassing the proof, or blueline, step of the process. Duplex lasering allows an organization to print material without finalizing their messaging before printing. This gives another week or two to allow a situation to develop, thereby giving you the most information at your disposal before finalizing your stance. By mailing in simple formats with stock that is readily available, you will improve your chances of getting in the mail as quickly as possible.

Have the option to change your signer

Often overlooked, but a useful way to cut timelines for some organizations: if a finance officer, director of marketing, or membership chair can sign instead of going all the way to a president or CEO for approval, you can shorten the timeline you need to vet a package but still ensure your organization’s unique brand and voice are maintained. If a package was planned with the use of a celebrity signer in mind, consider moving that tactic to later in your calendar and swapping in a mailing that needs fewer approvals so that you can move quickly.

But what if you’ve already printed, the signer is final, and your cadence won’t allow you to miss a mailing?

A buckslip can be a quick and easy way to add information to an existing mailing before it goes in the mail. While this does not allow you to tailor your entire message/approach to a mailing, in a pinch, it allows you to connect with these donors without missing a mailing or having to trash your printed material. For programs like acquisition where list clearances only last for so long, a buckslip can ensure your organization isn’t ignoring the current state of the world, but also isn’t missing out on needed funds to further their mission.

Direct mail means planning and working far in advance, but when your plans get turned on their head, it doesn’t mean you have no options. It’s important to make sure your donors know where your organization stands and to reinforce that you are being good stewards of your donors’ gifts—especially in unknown times.

Being able to act quickly gives you the best chance of reaching your donors, and having the ability to be the first in inboxes and mailboxes can make a substantial difference in your capacity to raise funds around a specific issue and keep donors informed. Allow yourself to pivot quickly, or at least, as quickly as we can in snail mail!

Want to join the conversation? Work with us!

Fundraising During a Pandemic – Tips & Considerations for Donor Selections

As we enter the third month of the COVID-19 pandemic, many organizations have settled into a new normal and accepted the crisis as the surround sound of their missions. CCAH, in partnership with our clients, has adjusted and is continuing to readjust revenue projections and expectations. We are closely scrutinizing incoming returns from outbound solicitations.

For those organizations not directly impacted or serving beneficiaries impacted by the pandemic, there may be a temptation to scale back fundraising asks of their donors. Most organizations recognize this is not a prudent approach for the long-term viability of serving their missions, and CCAH strongly counsels against the exclusion of efforts, or cutting back too severely.

Is there a middle ground? Can organizations continue to solicit donations from their donors, while at the same time acknowledging not all donors on their file have the capacity or interest to give right now?

Yes! You can find donors who are willing and able to help you continue furthering your mission. We suggest targeting those house file donors that are the most in love with you. But how do you know who they are? 

We recommend considering some of these selection criteria to choose your donors:

Donors who have given for 5 or more years consecutively to your organization – including this year

Within this group, further identify the long-on-file (example, 10+ years), highly consistent donors (giving 75% or more of the time they have been on your file) with a lifetime revenue of perhaps $1,200+. Consider using as many channels as possible: SMS, phone, and/or email, connecting with them in much the same way you would with family and friends. Send an affirmative message showing you care such as: “these are uncertain times, we hope you’re doing okay” to solidify your donors’ relationship with your organization.

New donors acquired after March 17, 2020

Also, consider adjusting the new donor onboarding and the acknowledgement language new donors receive during this crisis. Adjust messaging to reflect the current environment (e.g. make sure it’s not just the normal welcome series, since that may not sound authentic to new donors at this time).

Lapsed Donors

Typically, reinstated lapsed donors tend to be more valuable than newly acquired donors.

As such, re-prioritize the more recently lapsed (like 13-36 months lapsed donors) and focus on those who were multi-year consecutive donors before they lapsed. Where possible, further refine by focusing on those who have been on your database for a substantial period of time (consider 7+ years), and who had given a cumulative amount of $100 or more. We recommend removing any new or reactivated donors who lapsed again.

Target these lapsed donors via SMS, ads, and email where possible. Multichannel contacts will increase the rate of conversions. 

Sustainers

Target committed donors who, after becoming a sustainer, have given additional one-time donations. Do you know who these sustainers are? If not, find them.

They are some of your best donors! Consider narrowing this selection further to the time period after March 17, 2020. 

Identify those sustainers who voluntarily upgraded their monthly committed amount, has anyone done this after March 17, 2020? Then identify monthly donors who converted to giving monthly donations after making one-time gifts for a significant period of time (like 7+ years) or maybe even those who have been on your database for 10 or more years in totality.

Other Donor Constituencies for Selection:

  • Donors who have given in the last 18 months and have returned a completed mail survey (digital survey completion as secondary)
  • Donors who volunteered their change of address (not auto-NCOA updated)
  • Multichannel donors who have given to two or more channels both this year and last year
  • Active (0-18 month) donors who are also coded as:
    • Active Advocates
    • Fundraising on the behalf of the organization
    • Current Volunteers
  • Donors donating using alternate payment methods:
    • Donor Advised Funds               
    • Family Foundations
    • Stocks

As we navigate this uncertain time, it’s important to make informed choices that best serve the overall missions of our clients. While we need to be mindful of the environment we are mailing within, we can use careful donor selection as an opportunity to keep the best donors involved and keep striving toward organizational goals.

Who are the donors you have identified as your strongest supporters, or do you need help finding them? We’re happy to help, reach out and work with us!

Remote Collaboration

At CCAH, many of our employees worked remotely even before the current COVID-19 crisis sent all of us to our home offices. Over the years we’ve learned some best practices for teleworking that can be applied now, but also whenever you have a teammate who isn’t physically in the office with you for any reason!

Turn On Your Video

When working from home, it can be tempting to dress as though it’s extra casual Friday every day of the week, and though this post won’t dive into the value of getting “dressed for work” even when you’re only going as far as your home office, it is a great idea to be presentable for the camera. Being face to face with your team, even when you aren’t physically in the same space, is nothing short of a necessity. Seeing each other allows for nuance, body language, and important conversational cues that just aren’t possible if you’re using voice-only communication methods.

Keep (Or Set Up) Standing Meetings

Without the opportunity to run into each other in an office, it’s important to keep in touch with coworkers! If you have a mentor or friend who you have lunch with, or a coworker on another team who you share ideas with, set up a weekly or biweekly chat so that you can keep talking! Similarly, if you have check-ins with your teammates when you’re in the office – individually or in groups – keep them on the calendar. Setting time aside to keep up with each other is a great way to keep remote work from feeling like a lonely endeavor.

Don’t Forsake Small Talk

When a meeting begins in person, there’s often a few minutes when folks are gathering that is taken up by that dreaded social phenomenon – small talk. But think about how many times a little non-work-related conversation in the middle of the day left you feeling renewed and a little more connected to whoever you talked with. That kind of social connection is vital when trying to maintain morale and collaboration from solo work environments! Use a few minutes as everyone joins a conference call to ask about everyone’s day or commiserate about the latest telework woe. Those conversations build relationships, and teams that know and trust each other do better work.

Use Group Chats

Many online platforms like Slack, Skype for Business, or Google, offer the ability to put your team in a good old fashioned chat room. This allows discussion to flow with buy-in from everyone, and helps to foster connection among teammates near and far.

Share Ideas and Brainstorm

Working from home can feel isolating, but one way to keep that at bay is to keep lines of communication open for new ideas and brainstorms. When teammates trust each other, it isn’t so scary to share new ideas – even when they might need a little work or be less than great. Any suggestion that doesn’t make it into the mainstream can still be a starting point for fruitful conversation!

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