Building Donor Relationships In Health Fundraising

Before it was about getting donors to write checks. Now it’s about involving them in your ecosystem. Here’s 5 steps to get started today: You’re not just fundraising anymore. You’re onboarding stakeholders. If you want repeatable, compounding revenue from donors, partners, and decision-makers, you need to stop treating them like check-writers… …and start treating them like collaborators in a living system. Here’s how. 1. Diagnose your “center of gravity” Most orgs center fundraising around the mission. But the real gravitational pull for donors is their identity. → Ask yourself: What is the identity we help our funders step into? Examples: Systems Disruptor. Local Hero. Climate Investor. Opportunity Builder. Build messaging, experiences, and invites around that identity, not just impact stats. 2. Turn every program into a flywheel for new capital Stop separating “program delivery” from “fundraising.” Your programs are your best sales engine → Examples: • Invite donors to shadow frontline staff for one hour • Allow funders to sponsor a real-time decision and see the outcome • Let supporters “unlock” bonus services for beneficiaries through engagement, not just cash People fund what they help shape. 3. Use feedback as a funding mechanism Most orgs treat surveys as box-checking. But used right, feedback is fundraising foreplay. → Ask donors and partners to co-define what “success” looks like before you report back. Then build dashboards, stories, and events around their metrics. You didn’t just show impact. You made them part of the operating model. 4. Make your “thank you” do heavy lifting Thanking donors isn’t the end of a transaction. It’s the first trust test for future collaboration. → Instead of a generic “thank you,” send: • A 1-minute voice memo with a specific insight you gained from their gift • A sneak peek at a challenge you’re tackling and ask for their perspective • A micro-invite: “Can I get your eyes on something next week?” You’re not closing a loop. You’re opening a door. 5. Build a “Donor OS” (Operating System) Every funder should have a journey, not just a transaction history. → Track things like: • What insight made them first say “I’m in”? • Who do they influence (and who influences them)? • What kind of risk are they comfortable taking? • What internal narrative did your mission fulfill for them? Then tailor comms, invitations, and roles accordingly. Not everyone needs another newsletter but someone does want a seat at the strategy table. With purpose and impact, Mario

3 donor emails that aren’t “asks” but still bring in donations We all know the direct asks matter. But some of the most effective emails I’ve helped send aren’t official campaigns or appeals. They’re moments of relationship. Here are 3 types of emails that donors seem to love and that often lead to surprise gifts: ⸻ 📬 1. The “We Did the Thing” Email Subject: We just finished it. Thank you. You promised to build a playground / fund a program / send kids to camp. This email says: We did. Because of you. Photos. A quote. A short paragraph. That’s it. People love seeing the result of their generosity. 📬 2. The “Saw This and Thought of You” Email Subject: This made me think of you. It might be a story from the field. A note from a beneficiary. Even a newspaper article. You send it to 1–5 specific donors with a personal sentence like: “You’ve always cared about ___, and this reminded me of you.” It’s not a pitch. It’s a connection. And it works. 📬 3. The “No Reason but Gratitude” Email Subject: No ask. Just thanks. A short note that simply says: “We’re so grateful for you. No updates, no links—just gratitude.” I do this quarterly. You’d be amazed how many people hit reply with: “How can I help?” Fundraising is more than asking. It’s paying attention. It’s following up. It’s letting people feel the difference they make. Which of these have you tried or would you add a fourth to the list?

If I were a Chief Development Officer of a large nonprofit and I needed to make a big push in major gifts before the calendar year ends, here’s exactly what I’d do 👇 Revenue doesn’t come from activity. It comes from intentionality. 🔹 Step 1: Identify your real portfolio Not the 200 names in Salesforce. The 30–50 donors who actually have capacity and momentum. (If you can’t name them without opening a report, start there.) 🔹 Step 2: Map out your warmest relationships Find the people who already know, like, and trust your org. Past donors. Active volunteers. Longtime advocates. You don’t need new prospects. You need to wake up the ones you’ve been sleeping on. 🔹 Step 3: Time-block for actual engagement Not stewardship emails. Not mass updates. I’m talking real conversations. Discovery calls. In-person touchpoints. Put them on the calendar and protect that time like your Q4 depends on it. Because it does. 🔹 Step 4: Track sentiment, not just dollars How do your top donors feel about your mission right now? Where are they in the journey? If all you’re tracking is “gave or didn’t give,” you’re already behind. 🔹 Step 5: Prioritize your closeable pipeline That $1M prospect who hasn’t returned a call in 7 months? Not your focus. That $50K donor who just had lunch with your board chair? That’s your move. Focus on proximity, timing, and intent. 🔹 Step 6: Make your system work for your fundraisers If your team is digging through reports, toggling tabs, or building lists from scratch… they’re wasting time. You need tools that surface the right relationships at the right time, not just store data. If you do this. Day in and day out, I promise you will see results with major gifts. It works with consistency and a team that is all-in across the board. No more rogue gift officers who have been “doing things their way” forever.

Most donor segmentation is cosmetic. Different ask amounts. Different names on the letter. Same message. Same mistake. Here’s the truth: A $25 donor isn’t a junior major donor. They’re motivated by different things. They need a different experience. Here’s how smart fundraisers segment: 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗱𝗼𝗻𝗼𝗿𝘀 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗳𝗲𝗲𝗹 𝗶𝗺𝗽𝗮𝗰𝘁 They give because it feels good. So show them what their gift did—fast. 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗱𝗼𝗻𝗼𝗿𝘀 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗳𝗲𝗲𝗹 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 They’ve said, “I’m with you.” Now treat them like insiders. 𝗠𝗶𝗱𝗹𝗲𝘃𝗲𝗹 𝗱𝗼𝗻𝗼𝗿𝘀 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗳𝗲𝗲𝗹 𝘀𝗲𝗲𝗻 They’re testing you with that gift. What happens next decides everything. 𝗠𝗮𝗷𝗼𝗿 𝗱𝗼𝗻𝗼𝗿𝘀 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗳𝗲𝗲𝗹 𝗮𝗹𝗶𝗴𝗻𝗲𝗱 They don’t fund programs. They fund outcomes that match their values. 𝗟𝗮𝗽𝘀𝗲𝗱 𝗱𝗼𝗻𝗼𝗿𝘀 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗳𝗲𝗲𝗹 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿𝗲𝗱 Not guilt-tripped. Just reminded why they gave in the first place. Segmentation isn’t about slicing a list. It’s about shaping the experience. The best fundraising strategies don’t just know who gave. They know why. How are you speaking differently to each type of giver?

Your major donor just called and listed out all of their frustrations. You won't like what they had to say. It wasn't about money. It wasn't about competing priorities. It wasn't about the economy. It was about you. "They never told me what my gift accomplished," they said. "I gave $25,000 and got a form letter thank you. Then nothing for eight months." "When I finally called to ask about impact, they couldn't give me specifics. Just vague statements about 'helping the community.'" "I realized they didn't see me as a partner. They saw me as an ATM." ‼️ The organizations losing major donors aren't victims of donor fatigue. They're victims of donor neglect. ‼️ Your major donors don't leave because they can't afford to give. They leave because you can't afford to care. Pull up your major donor communications from the last year. For each donor over $10,000, ask: 👉 Did they receive specific impact reports tied to their gift? 👉 Did someone call them personally within 3-5 days? 👉 Did they get invited to see their impact firsthand? 👉 Did you ask for their input on organizational direction? If you answered "no" to any of these, you've got a problem. The most successful major donor programs I work with treat donors like investors, not transactions: 👉 They provide quarterly impact reports with specific outcomes. 👉 They invite donors to strategic planning conversations. 👉 They offer behind-the-scenes access to programs and leadership. 👉 They ask for advice, not just money. Your major donors aren't leaving because they don't care about your mission. They're leaving because you don't care about them. Fix your relationship problem before you blame donor capacity. Because in fundraising, how you treat donors after they give determines whether they'll give again.