4 Ways to Curb Event Planning Chaos with Digital Waivers

Guest post by Smartwaiver

Plenty of nonprofits find success with events. In 2024, 75% of the organizations that hosted in-person events met or exceeded their goals, with 76% of hybrid events reaching their targets. 

However, planning a successful event requires your nonprofit to manage logistics, ensure compliance, track participation, and more—all these moving parts can quickly become chaotic. Tools like event CRMs and specialized event planning tools will reduce friction, but digitizing the entire event planning process will have the biggest positive impact.

In particular, digital waivers are a powerful but often overlooked solution that helps streamline event planning and provide better experiences for your staff, volunteers, and event attendees. This article explores the key benefits of creating and using waivers as well as practical, proven ways digital waivers can reduce headaches and streamline event logistics.

Why Add Digital Waivers to Your Event Toolkit?

The benefits of using digital event waivers are twofold: they protect your nonprofit from legal liability and boost efficiency. 

When attendees sign waivers, they are acknowledging the risks associated with the event and releasing your organization from liability if something happens. Typically, every guest needs to sign a waiver if your event warrants one. By handling the whole process digitally, you can collect necessary participant information quickly and securely without needing to wrangle clipboards or decipher illegible handwriting.

But how do you know if your event needs a waiver? Here are some common scenarios where nonprofits benefit from using digital waivers:

• Physical activities like fun runs or fitness challenges

• Volunteer shifts involving tools, heavy lifting, or other minor risks (e.g., a volunteer working with animals at an adoption event fundraiser for an animal shelter)

• Youth programs requiring parental consent

• Events involving photography, video, or other media recordings that require a signed photo release

• Vendor or partner participation agreements

Keep in mind that not all digital waiver platforms are created equal, and some solutions won’t have everything you need to make your event a success. Smartwaiver’s guide to activity waivers emphasizes the importance of highly customizable form-building tools that allow you to add signature and initial boxes, flagged questions, and safety or training videos. The waivers should also work on any device, securely store data, and integrate with your other event management tools.

4 Ways Digital Waivers Streamline Event Planning

1. Go Paperless

Traditionally, event planning involved piles of physical documents—waiver forms, checklists, contact sheets, and schedules. While most organizations have moved away from this method and now rely on event planning technology, using digital waivers is a key step in transitioning your entire planning process into a fully paperless, cloud-based system.

By digitizing waivers, your nonprofit can:

• Eliminate printing costs and reach your sustainability goals.

• Save staff time and reallocate the hours that would be spent printing and filing forms toward strategic or mission-critical activities. 

• Manage everything from one platform, making collaboration between departments faster and more transparent.

Digital waivers fit seamlessly into your broader event and communications strategies. For example, you can make registration easy for participants by linking to the digital waiver in social media posts promoting the event. 

2. Simplify Record-Keeping and Reporting

Waivers are a treasure trove of valuable first-party data, or information collected directly from your supporters. This includes personal information like name and birthday, contact information, event participation and history, and even communication preferences. By choosing to use digital waivers, you can export clean data sets directly from the platform to your donor database rather than manually input information from stacks of paper.

Here’s how this data can come in handy throughout the event planning process:

• Before the event:

• Analyze past data to proactively address common issues, estimate attendance rate, etc.

• Automatically send reminders to registrants who have not completed the waiver

• Follow up on waivers that contain errors or incomplete information.

• During the event:

• Quickly pull participant data as needed (e.g., allergies or other medical information).

• Use waiver responses to anticipate capacity and efficiently allocate staff.

• After the event:

• Easily export attendance data and signed waivers.

• Generate follow-up lists for thank-yous, surveys, or future event invitations.

• Analyze participation trends to inform planning for your next event.

The result is a faster, more organized workflow that gives you time back to focus on your mission. Plus, you can avoid siloed or fragmented data by storing all event metrics, from waivers to marketing data to donated inventory information, digitally.

3. Accommodate Last-Minute Changes

Even the best-laid event plans can shift unexpectedly. Weather changes, volunteer no-shows, or updated health protocols can require fast adjustments. Digital waivers give you flexibility in the face of the unexpected.

For example, say it’s a day before the event. Your marketing team asks if you can add a quick survey to the end of the waiver asking how participants heard about the event, helping them accurately track the success of individual communication channels. With digital waivers, this is simple—all you need to do is add the question to the digital form, and it will automatically be updated.

Being able to revise waivers in real-time without having to reprint forms means no more last-minute scrambles and event planning headaches. Participants can re-sign updated versions instantly from their devices, keeping everyone informed and protected.

4. Streamline Registration and Check-In

Modern event planning tools allow nonprofits to automate repetitive, manual tasks that would otherwise cost them hours of their valuable time. As Double the Donation explains, automation benefits both organizations and donors by freeing up time for nonprofit staff to connect with supporters, answer questions, solve problems, and work on mission-focused tasks.

Digital waivers can be smoothly integrated into your existing automated workflows, functioning as a self-service registration tool for event attendees. Participants can register, complete the waiver, and submit the forms all without your staff lifting a finger. Then, signed waivers are automatically stored in a secure database.

Best of all, attendees can complete these steps online ahead of the event, cutting down on check-in desk congestion (and guest frustration). Share links to the waiver in digital communications and embed the form on your website. However, make sure you have a plan or alternative for those who don’t complete the waiver in advance. For example, set up waiver kiosk stations by using a waiver solution with a mobile app for tablets. This way, you’ll still be able to collect day-of waivers digitally and save time and paper.

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Digital waivers are a strategic tool your nonprofit can leverage to streamline operations, protect your organization, and create smoother experiences for participants. By choosing the right platform and integrating it into your event planning process, you can reduce stress, inspire more attendees to contribute to your cause, and focus on supporting and spreading awareness of your mission.

Nonprofit HR: A Beginner’s Guide to The Basics

Guest post by Astron Solutions

Whether you’re new to the nonprofit world and just getting ready to hire your first staff members, or yours is a well-established organization with a large team of employees, you know that your internal team is what powers your mission. 

And while you wear a number of different hats as a nonprofit leader, one of the most important is being an employer. This is because effectively managing your human resources (HR) is imperative for providing a great employee experience and, consequently, having a well-run organization that is able to meet your beneficiaries’ needs and further your cause. 

In this beginner’s guide, we’ll walk you through the basics of nonprofit HR and help you prepare to level up your nonprofit’s HR strategy. Let’s begin! 

Do Nonprofits Even Need HR? 

Yes, nonprofits do need to have HR practices and policies in place. Even though the setup and tax landscape for your organization looks different from that of a for-profit company, and you raise money for a specific cause instead of selling goods or services to customers, you have one big thing in common: just like a company, your nonprofit is an organization with employees. 

According to Astron Solutions, this means your nonprofit must comply with any applicable employment regulations or policies, which makes having a strong HR strategy in place critical. In addition to complying with the law, an HR strategy also empowers you to keep your employees’ needs top-of-mind, which can positively impact your recruitment and retention efforts. 

There are a number of unique challenges that your nonprofit will face as an employer, including: 

• The mission-driven nature of your organization. In a for-profit organization, the focus is on pulling in revenue, and HR helps to support the organization’s efficiency and profitability. But for nonprofits, your mission is at the heart of everything you do, and it can be much more challenging to tie all of your HR efforts to that mission. 

• Limited resources for HR work and compensation and benefits. Many nonprofits find it difficult to make time for HR responsibilities and to have enough in the budget to put toward employee compensation and benefits. This makes it hard to compete with for-profit organizations for talent. A popular approach to tackle this challenge is to emphasize total rewards in your compensation strategy, where you focus on both direct and indirect forms of compensation. 

• Complex staffing needs. Many nonprofits turn to grants to help fund specific programs or projects. These sometimes leave nonprofit organizations more limited in how they schedule and staff different initiatives as they meet the requirements of funders and work on tighter budgets and stricter timelines. 

In addition to considering your employees’ needs and the challenges your organization is faced with as an employer, think about how a strong HR strategy can empower you to do more for your mission. When you have the policies and practices in place to optimize the employee experience, your employees will be satisfied in their jobs, and your team will be in a position to do more for your beneficiaries.

HR Responsibilities for Nonprofits 

If your nonprofit doesn’t currently have the resources to support an entire HR department or hire an HR professional, consider planning ahead to hire an expert in the near future. For the time being, you could outsource your HR needs or work with a consultant. 

Regardless of what HR looks like at your organization, here are the responsibilities that your HR professional will need to take on:

• Talent management. From writing eye-catching job descriptions to hiring the right candidates to onboarding and engaging employees, there’s a lot that goes into the employee lifecycle. Your HR team will develop the strategies your organization needs to find great employees and retain them. 

• Compensation strategy. Compensation will greatly affect your organization’s ability to attract, hire, and retain top talent. Take a total rewards approach to make the most of limited resources, and ensure that you have a strong communication strategy in place to ensure that your employees understand how performance impacts pay and how they can advance their careers at your nonprofit. 

• Compliance, documentation, payroll, and tax reporting. One of the most important things your HR team will help your organization manage is avoiding risk and documenting and maintaining compliance with all employment regulations, such as employee classification. Your HR team also may be in charge of payroll or be involved in submitting your 990 form to the IRS, though these responsibilities often fall to financial professionals. 

• Culture building. Internal culture plays a big role in how satisfied employees are with their jobs, and your HR team will take on the task of developing a positive, collaborative culture within your organization. For example, your HR team may implement an employee recognition program, lead trainings in diversity, equity, and inclusion (DEI), or promote a healthy work-life balance. 

• Volunteer management. While larger nonprofits usually have a dedicated volunteer coordinator or program manager, your nonprofit may be in the position where your HR team manages your volunteers, helping to recruit and retain individuals for your program and ensure they have a positive experience working with you. 

While your HR team will be primarily responsible for managing all of these different tasks, remember that it will take a concerted effort by everyone at your organization to make your nonprofit a great place to work and to keep it that way!

3 Best Practices for Stronger HR Management at Your Nonprofit

Whether you’re getting started with HR responsibilities for the first time or you’re fine-tuning your current strategy, there are three best practices you can leverage to take your efforts to the next level: 

1. Partner with an HR consultant. Whether or not your organization has a full HR department, a nonprofit HR consultant can be a valuable partner for improving your HR strategy. These experts can take a critical look at your existing HR structures and policies and give you tailored recommendations for how to improve, whether you need assistance with your compensation strategy, employee communication efforts, or another aspect of HR. 

2. Prioritize employee engagement and health. Double the Donation suggests providing opportunities for continued learning and career development, giving employees meaningful and challenging work, and celebrating milestones and special occasions. You also can champion mental and emotional well-being by doing things like encouraging employees to use their PTO, holding seminars on the importance of self-care, or leading weekly meditation sessions. 

3. Solicit employee feedback. HR is all about focusing on the people who make your nonprofit’s work possible. So, if you’re wondering how your employees feel about a certain policy or initiative, don’t hesitate to ask them. Collect feedback in meetings with employees or through anonymous surveys. Then, ensure you’re acting on that feedback to make your HR strategy even more effective. 

Another general best practice is to be open and transparent with your employees and to encourage two-way communication. This will help employees develop trust in and loyalty to your organization, which will lead to better retention rates and better outcomes for your cause. 

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Just like their for-profit counterparts, nonprofit organizations need HR policies and practices in place to ensure they’re being the best employers they can be. Use the tips in this beginner’s guide to kickstart or strengthen your HR strategy, and remember that you can always turn to an expert consultant for assistance. 

The preceding post was provided by a guest author unaffiliated with DonationMatch. The views expressed within do not directly reflect the thoughts or opinions of DonationMatch.

School Fundraising Ideas to Engage Parents: A Mini Guide

Getting parents involved in any school fundraiser can be a challenge. That’s why staying on the ball with fresh, exciting fundraising ideas throughout the year is a surefire way to engage parents. In this mini-guide, we’ll explore how to pick the right idea for your school and share a few of our favorites:

• Tips for Selecting School Fundraising Ideas Parents Will Love

• School Fundraising Idea 1: School Auction

• School Fundraising Idea 2: Read-a-thon

• School Fundraising Idea 3: Talent Show

Parental involvement is essential, especially for elementary school fundraisers. Parents can motivate their kids to participate by helping them choose a costume for a costume fundraiser or by encouraging them to participate in their school’s fun run. 

When planning school fundraisers, the key is to think like a parent. Let’s explore what that looks like in more detail in the next section. 

Tips for Selecting School Fundraising Ideas Parents Will Love

Aim for family-friendliness when weighing your fundraising options. Think about which ideas will generate the most parental involvement, and finalize your fundraising idea list by asking the following questions: 

• Is it relevant? To generate maximum excitement and participation, your school fundraising idea should be relevant to both parents’ and your school’s interests and values. This could mean selecting an idea to further a cause that resonates with the community, like partnering with a local food bank to host a canned food drive.  

• Is it accessible? Parents have busy schedules. If your fundraiser relies on their involvement, make sure they can access pertinent information quickly. This could mean including your fundraiser’s program details, dates, and ways to participate on your school’s website. Additionally, add an email or phone number for a member of your school’s staff who parents can contact if they have any questions. 

• Is it inclusive? School fundraisers should be inclusive to every family, regardless of background or financial situation. To ensure inclusivity, offer multiple ways for families to participate through volunteer opportunities, including methods for participating online.

The final step to predicting your fundraiser’s success is to compare it with previous events. How have families responded to previous fundraising campaigns? What sort of events or causes do they feel passionate about? 

To get you started, we’ve provided a brief list of fundraising ideas to try out.

School Fundraising Idea 1: School Auction

Live and silent auctions are flexible fundraising events that are known for generating revenue and building excitement. As a school, you have several options for hosting an auction. You can host your auction live, online, or through hybrid means. 

Auctions may seem to be complicated, involved fundraisers - and they can be! But you don’t have to start with a big event. If you’ve never done an auction fundraiser before, SchoolAuction.net suggests starting with an online silent auction your first year. These are easy to bring together, especially if you select a software platform designed for schools.  When looking, however, realize that you’ll want to grow your event over time - so select an online auction platform that can grow with you as your auction gets bigger and more successful.

Why Parents Love Them

School auctions are a parent favorite for several reasons. Firstly, they are typically planned with parental preferences in mind as the procured auction items are selected with your school’s community in consideration. Additionally, Double the Donation recommends that your school pairs a live auction with a parent dinner which can be promoted as a fun, date-night event complete with a decorated venue and booked entertainment. 

School Fundraising Idea 2: Read-a-thon

Read-a-thons kill two birds with one stone: promoting student learning and fundraising. They are simple fundraisers where students collect pledges from family and friends based on the number of books or pages they read. 

Students can collect flat donations or pledges based on how many books or pages they read during the read-a-thon. Then, designate a period of time, usually over the span of several days, and encourage students to read as much as possible. Have students log their total books or pages read, then gather pledged donations.  To encourage participation, you can set prizes for students who read or raise the most. 

Why Parents Love Them

Read-a-thons provide the perfect motivation for students to hit the books and cultivate a love of reading. Read-a-thons are also easy to plan, requiring only plenty of books, a few hours to set aside during the school day, and pledge forms students can take home to collect donations.

School Fundraising Idea 3: Talent Show

Hosting a school talent show is a great way for students to show off their skills while also encouraging parent participation. It only contains a couple of necessary steps—securing a venue, selecting a date, and holding auditions. From there, you can promote your talent show and sell tickets to raise funds.

Why Parents Love Them

Talent shows provide parents with a unique opportunity to watch their students perform on the big stage. Unlike regular sports seasons, talent shows let students express themselves in artistic, comical, and unexpected ways, creating a memorable experience for both students and their families

Regardless of which school fundraising idea you choose, be sure to select one that’s relevant, accessible, and inclusive to all families. Consider sending out a survey to parents ahead of time to gauge interest or decide between two competing ideas. To your school fundraising success!

Catching a Thief with the Help of DonationMatch

By Renee Zau, Co-founder of DonationMatch

Seven years ago, we at DonationMatch had a brush with the law. It’s a good thing, as it highlighted how our system uniquely protects nonprofits AND businesses and made us even more committed to our policies that minimize fraud. Here’s what happened.

THE CASE

On August 12, 2015, our staff was contacted by an Investigator at the San Diego District Attorney’s Office who told us he was working on a criminal case involving the former CEO of a local nonprofit. The former nonprofit CEO had already been charged in July, 2015 and pleaded not guilty. DonationMatch was linked to the case through system emails sent to the former nonprofit CEO. The investigator wanted to know—did we have information regarding donations that had been solicited and given to the former nonprofit CEO for the nonprofit’s recent event?

The answer was yes, of course—records of all requests, offers, responses, and even copies of donated vouchers and tickets received from our network were automatically saved by our system. Through a subpoena, the San Diego DA’s Office now had access to them, too.

 WHAT DID THEY FIND?

The San Diego DA’s Office was able to see a list of all donations that were given to the former nonprofit CEO by businesses through DonationMatch. Using the contact information saved in our system, he reached out to each business involved to find out whether donated gift certificates had been used, and by whom. As suspected, it was discovered that the former nonprofit CEO had, “…solicited items and gift cards from stores as donations to auction off at fundraisers, but she would instead use them herself.” Some businesses recognized her photo and contact details, even when a fake name was used.

TIMELINE

• July, 2015: Former nonprofit CEO pleaded not guilty.

• August, 2015: DA’s Office investigator contacted DonationMatch and received DonationMatch records regarding donations approved to the former nonprofit CEO’s account, which were subsequently investigated further with each donor company.

• September, 2015: Former nonprofit CEO changed her plea from “not guilty” to “guilty” of grand theft.

• December, 2015: The former nonprofit CEO was found guilty and sentenced.

Ultimately, presumably due to the new evidence discovered, the former nonprofit CEO decided to plead guilty and was sentenced to a year behind bars, five years of probation, and restitution payments totaling $18,000. [Link to NBC News article]

WHAT DID WE LEARN? COULD THIS HAPPEN TO YOUR ORGANIZATION?

Leaders of organizations, especially CEO’s, typically have a lot of independence when it comes to making decisions and working with partners and donors. In the wrong hands, or simply at an opportune time, bad decisions can be made. EVERY organization has the potential to fall victim to crime, but it is the responsibility of all stakeholders to do their best to be alert and ensure there are checks and balances whenever possible and practical.

TAKEAWAYS FOR NONPROFITS:

• Do criminal background checks when hiring, especially when access to bank accounts is possible. The former nonprofit CEO had past brushes with the law.

• Share about current donation solicitation efforts and ways to contact your organization to verify requests clearly on your website.

• Create a shared/group organization email address monitored by staff for event volunteers to use when soliciting donations.

• Let the public know that only those using official organization email addresses should be soliciting donations. This helps to prevent your organization’s EIN and/or name from being used to solicit donations without your knowledge.

• Utilize trackable methods of donation solicitation whenever possible. Come up with a reason for donors to let you know they donated, such as inviting businesses to send their preferred Business Name, website URL, and social media handles to your event committee/shared email address.

• Invite in-kind donors to events: This proactively deters theft and misuse when donors attending will expect to see their own packages presented. It also potentially increases your supporter base.Nonprofits need to address potential fraud in order to protect their organization’s reputation, maintain their ability to qualify for desired donations, and accurately provide tax receipts for donations and in-kind donation reporting on state tax returns.

TAKEAWAYS FOR BUSINESSES:

When we at DonationMatch check a contact’s authority to solicit donations when an account is created, only 85% pass this test. When businesses not using DonationMatch aren’t vetting solicitors themselves, it could mean donated items meant for fundraisers do not show up at events. How do you prevent this?

• Know who is asking you for a donation: If you don’t know them personally, ask for credentials and verify them. Legitimate contacts should be glad you did.

• Use trackable methods to donate: Customize vouchers or gift certificates with recipient organization information and dates, and give them to organizations’ employees or leaders directly. Collect contact information when redeemed. Drop off physical products directly to a charity’s office and let multiple contacts know to expect it.

• Attend events yourself: Not only can you see and give feedback about how your donations are presented, but events are great opportunities to meet others in the community who care about the same causes.

• If you donate to more than one event a month, consider using a platform like DonationMatch that automatically vets all applicants, e-delivers donations you approve to only vetted accounts, and creates trackable gift certificates/tickets/vouchers for you. And if event plans change or (knock on wood) special circumstances arise, it’s easier to know who donated and reach you.

We at DonationMatch were very glad to hear that in this 2015 case, records from our system in 2015 provided evidence to serve justice and help the affected nonprofit recover what it could. Our hope is that with awareness and more vigilance by donor companies and platforms that enable donations, this type of theft will no longer exist.

Tips for Turning Volunteers Into Donors

Guest post by Amanda Winstead

As a nonprofit organization, your volunteers and donors are your lifeblood. You need them both to keep your organization up and running, and it’s hard to say that one is more important than another. 
But, at the end of the day, your volunteers won’t have anything to do unless your nonprofit is adequately funded. Without donations, things can’t keep running. Unfortunately, it isn’t always easy to ask someone who is already giving their time to open their wallet, too. 

So, how can you convert volunteers into donors without losing them altogether? What can you do to keep them passionate and on board with your cause while reaching into their pockets for even a small donation? Let’s cover a few practical tips that can make a difference with your volunteers, and keep your organization growing. 

Create a Positive Experience

If someone is already volunteering with your organization, they’re probably passionate about your cause. They might even like the people they get to work alongside. Or, maybe they’re doing it for personal reasons. 

Whatever the case, you should have a goal of attracting recurring volunteers. Whether you have events that need attention or you need people to cover your daily operations, volunteers are more likely to keep coming back – and more likely to donate money – if they have a positive experience each time they’re working. Some ideas to keep your volunteers coming back include: 

• Learning more about their motives

• Explaining your expectations clearly

• Making sure their experience isn’t burdensome

• Making it fun for them

• Showing them your appreciation

It’s also a good idea to promote a rewarding experience. Your volunteers already know who you are and what you do. But, if you can make it clear to them how much their work is impacting the community, not only will they come back repeatedly, but they’ll be more willing to go one step further and donate to the cause. Everyone feels good about serving the community, especially in times of need, so don’t be afraid to talk to your recurring volunteers about how far their donations would go. 

Build Lasting Relationships

No matter the size of your organization, it’s a good idea to build positive professional relationships with your volunteers. If they feel like they’re just coming in to work for a few hours and they aren’t getting to know anyone, they’re less likely to enjoy the full experience. They might even start to lose the passion they have for your group. 

Having steady relationships with your volunteers is one of the best ways to convert them to donors. Not only that, but it’s one of the best ways to make sure they continue donating, time after time. 

You can build better relationships by trying some of the following: 

• Making sure they understand their connection to your organization

• Setting them up for success

• Keeping your promises

• Promoting their positions

With these positive relationships, your volunteers will do so much more than donate their time and money. They’re also more likely to talk to others about your organization. It’s not just about the experience, it’s about the people. If you can showcase the importance of relationships and gratitude in your organization, your volunteers will spread the word for you, which can help to increase donations almost immediately. 

Offer Your Support

The last thing you want is for your volunteers to burn out. They might love what they’re doing, but if you ask too much of them without the right amount of support, they can feel overwhelmed and want to take a step back. 

Your volunteers support your nonprofit. You need to support them in return. Check in with them as often as possible, and offer your assistance however you can. That’s especially important on “event” days when things might feel busy and overwhelming. Equip them with resources that can make their volunteer experience(s) easier and more meaningful. 

Finally, celebrate them! Host occasional events that allow your volunteers to have fun and be acknowledged. Or, send them periodic gifts of gratitude. Even small “thank yous” can go a long way for someone who is donating their time. Feeling that kind of recognition and gratitude from your organization may encourage them to do more. 

With 1.5 million nonprofit organizations in the U.S., not everyone can donate their time and/or money to every cause. That’s why it’s so important to find ways you can turn your volunteers into donors. 

The people who volunteer for your organization obviously already have an interest. If you’re trying to convert them into donors, explain to them how and where their money would be used, and why the funds are needed. Being open, honest, and continuing to show gratitude to the people who keep your organization running will help more volunteers be more charitable with their money, as well as their time. 

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About the Author

Amanda Winstead is a writer from the Portland area with a background in communications and a passion for telling stories. Along with writing she enjoys traveling, reading, working out, and going to concerts. If you want to follow her writing journey, or even just say hi you can find her on Twitter.

10 Things to Know about Volunteer Recruitment and Retention

By Kibrett Facey, Marketing Associate at Mobilize

Organizations of all shapes and sizes rely on volunteers to turn their missions into concrete action. No matter what your organization's volunteers and supporters do to further your mission, you have to provide them with solid management strategies and the right tools. But most importantly, you have to recruit them!

For mission-based organizations that are new to volunteer management or working with volunteers, figuring out where and how to start can be overwhelming. 

At Mobilize, we've hosted more than 8.5 million volunteer actions by over 3 million supporters for organizations of all sizes, and  we want to share a few tips and tricks we've learned along the way.

1. Create volunteer recruitment guidelines. 

To build a recruitment strategy, it is important to understand your organization’s needs and how you will maintain your efforts. Here are some questions to consider: 

• What will our first volunteers do, and what skills are we looking for? 

• How many volunteers do we need right now? 

• Who will handle volunteer recruitment? 

2. Determine how you will recruit your volunteers. 

Think about the specific tactics you'll use to reach and engage potential supporters. These are the most common channels organizations use to recruit new volunteers:

• Volunteer recruitment platforms that allow you to post new opportunities

• Word-of-mouth from staff members, board members, and current volunteers

• Digital marketing, including mass appeals and more targeted campaigns through social media or email

• In-person outreach at community events or at spots where your target supporters might be, like college campuses

• Print marketing, like postings on community bulletin boards or in your monthly newsletters

Many organizations combine multiple tactics in order to reach new volunteers. 

3. Refine your strategy.

As new volunteers begin to trickle in and support your mission, be sure to check in on your current efforts. Review your strategy and ask yourself:

• How effective was our strategy?

• Did we meet our recruitment goals?

• How long did it take to recruit our volunteers?

• What were our most effective outreach tactics?

• How many supporters did we turn away because we couldn't currently use their help or because they didn't fit our job description?

• Are there other areas of our work that need volunteer support?

Reviewing your strategy's performance during and after each new recruitment push is critical if you want to strengthen your effort. Using dedicated volunteer management software will help you do this with ease by providing you with data to analyze. 

4. Offer a wide range of volunteering opportunities.

As your organization and base of volunteers grows, offer a range of ways to get involved. Dedicated supporters will appreciate more options, and offering more types of opportunities will help ensure potential volunteers find a role that suits their skills, abilities, and interests. Event support, virtual opportunities, phone banking, and more can give everyone an opportunity to support your mission.

5. Target specific groups.

Get specific! Targeting groups of your supporters for specific volunteer opportunities can help boost the effectiveness of your recruitment strategies overall. Think about different segments of your base, and what types of opportunities and messages will be most engaging for them. This strategy will help you boost engagement, especially if you have a specific goal in mind like converting volunteers into donors.

6. Tap into existing networks.

For many volunteer opportunities, casting a wider net is the one of the best ways to increase your support. Volunteer recruitment platforms like Mobilize allow you to post new opportunities, tap into existing networks of supporters, and offer a streamlined sign-up process all at once. Our growing network of over 3 million users is home to many individuals seeking out their next cause to support. Reaching those new supporters and retaining their support over time can be game-changing for your organization.

7. Create “job descriptions” for opportunities.

Describe each volunteer opportunity and your mission in detail. It is also important to outline any specific skills and time commitments needed. This description will be useful whenever you're promoting your opportunities, and it gives potential volunteers a clear picture of the role. This information will help them determine whether or not they fit the role. It will also result in more sign-ups from qualified volunteers and less time needed from your team to sort through registrants and match them with appropriate roles.‍

8. Optimize your social media strategies.

Social media is an incredible tool for reaching new audiences and engaging supporters. Create concrete social media strategies to maximize the effectiveness of your organization’s reach on these platforms. Share exciting, engaging content and encourage volunteers to post about their own experiences, too. Peer-to-peer recruiting is a great way to increase sign-ups and boost visibility for your cause. In fact, 14% of all RSVPs on our own platform come from automated bring-a-friend prompts! Use volunteer management software that empowers supporters to easily post about their next opportunity and share custom sign-up links with their friends and family.

9. Offer unique perks and opportunities. 

An extra incentive might be the perfect push that encourages a potential supporter to sign up to volunteer for your events, campaigns, and other opportunities. Perks such as free merchandise and discounted memberships can be effective, but don’t forget to  think of additional exclusive experiences you might offer. Training opportunities and volunteer-only virtual events like roundtable discussions or town halls with your organization's leadership are popular examples of opportunities that your supporters can benefit from. 

10. Put your volunteer recruitment strategy into action with the right tools! 

‍Volunteer recruitment platforms and management software are essential for organizations that want to get serious about taking a strategic approach and continually improving their strategies over time. Today we are seeing organizations of all sizes rely on online recruitment and virtual engagement more than ever. 

The Mobilize platform is the leading choice for mission-based organizations, including nonprofits, political campaigns and committees, labor unions, and advocacy organizations. Organizations using Mobilize have doubled their signup rates for volunteer opportunities and increased event attendance from online signups by 30% or more. Saving your team's time, reaching wider audiences, and empowering more supporters to take action for your cause translates into significant growth for your organization.

Get started with a free Mobilize starter account or a demo from our team to see our platform in action! And to keep things going with your volunteer recruitment and retention research, check out these additional resources:

• Virtual Labor Organizing: The Ultimate Guide for 2020. This guide will come in handy for labor unions hoping to recruit and mobilize supporters for outreach and advocacy projects. 

• Virtual Volunteer Strategies in a Time of Social Distancing. Many organizations are still dealing with the virtual shift due to he COVID-19 pandemic. Here’s our guide for keeping volunteers engaged while following social distancing guidelines.

• Volunteer Training Best Practices: 11 Strategies and Ideas. Need more help training your volunteers? Check out our best practices to help your volunteers transition onto your team seamless. 

The Engagement Issue: Rallying Your Employees to Donate

Guest Post By Tiffany Rowe

Consumers love to hear about companies with philanthropic sides, but the headline “Acme Corp. Gives $250k to Charity” rarely turns heads (or encourages clicks) in the new world of social media. Instead, businesses gain more visibility for their deeds when their entire workforce is engaged in doing good. Unfortunately, motivating workers to participate in donation drives or volunteering is easier said than done.

Employee contributions are incredibly beneficial ― not only do they add to a company’s donations but they have been shown to boost productivity and profits through brand image. Here are some strategies to help any business engage its employees in philanthropic efforts.

Make It Understandable

A significant barrier that prevents many charitable organizations from receiving the donations they deserve is a lack of information. If a potential donor doesn’t understand an organization’s aims, it’s unlikely he or she will cough up any cash. The same is true within your company: If your employees don’t fully comprehend the good they can do by donating or volunteering, they probably won’t waste their money or time.

Therefore, it behooves you to educate your workforce on your philanthropic goals. You can contact the organizations you support and request resources, like brochures, to help explain their causes and practices. Alternatively, you can schedule meetings between your teams and representatives of charities, during which your employees can become educated about donation and volunteering opportunities (and perhaps score some sweet swag).

Social media is an incredibly useful tool when it comes to encouraging charitable activity. You can promote workplace donation by urging your employees to visit the social pages of the organizations you support. There, they can learn more about recent activities hosted by the charities as well as upcoming events that might be of interest. UNICEF and the World Wildlife Fund have particularly effective social sites, though you might want to support an organization closer to home. As long as your employees understand the goals of your company and your charitable partners, you will find it easier to generate employee good will.

Make It Easy

Even when employees fully grasp the implications of their potential good works, many will not participate because it demands too much effort. For example, food and toy drives require employees to spend time shopping for specific items and bringing those items to work ― or worse, to another location where the charities make collections. Fewer employees will bother engaging with charitable goals when it requires additional time and effort.

Instead, you must make it as easy as possible for your employees to contribute. Online donation opportunities are perhaps the best option because they allow your employees to add money in any amount at any time from any place; therefore, they don’t feel any social stigma for contributing too little, and they can add more whenever they catch the benevolent bug. You might also institute payroll deductions, which automatically takes a donation from your employees’ paychecks every payday, so they can participate in doing good without thinking about it.

If you want your employees to make donations of items as well as cash, you should be flexible regarding the type of gifts you’ll accept. Boat Angel is an excellent corporate partner as it accepts vehicles and vessels in nearly any condition and supports a wide range of charities that your employees can feel good about. You shouldn’t be restrictive of the contributions your employees make if you want them to feel engaged in your good works.

Make It Too Good to Miss

Any remaining employees who refuse to engage with your corporate giving attempts might object with the phrase, “What good does it do me?” Fortunately, you can win these holdouts over by incentivizing employee donations and volunteering in a number of ways to ensure that the activity truly does benefit everyone involved.

Plenty of charities offer gifts and rewards for donations, and you can do the same for your employees. For example, contributions of a certain size might earn workers gift certificates; you might even encourage teamwork by holding a catered lunch once donations reach a particular amount. Likely, such opportunities will ignite your employees’ sense of competition, which could earn you the donations you crave.

For the most part, people enjoy doing good. However, in a corporate setting, you must make it obvious and easy to do the right thing. Once your employees become engaged with your philanthropic goals, you won’t have to try so hard to earn donations; they will come to you ― as will the extra productivity and publicity associated with them.

About the Author: Tiffany Rowe is a marketing administrator who assists in contributing resourceful content throughout the World Wide Web. Tiffany prides herself in her strong ability to provide high quality content that readers will find valuable. She enjoys connecting with other bloggers and collaborating for exclusive content in various niches. Favorite quote: “I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Maya Angelou

Engaging Millennials: Don't Give Up on Your Email Marketing!

By Juliet Davenport, Nonprofit Ambassador at DonationMatch

Do you remember being awed by the answering machine? (Does anyone still own one of those?) Or what about the cordless phone? Now it's all about smartphones and iPads. Millennials (those born between 1981 and 2000) are all about digital, and it can be challenging to keep them engaged with your cause or brand. As Cynthia Hamlin of B2C explains in her blog, "[d]espite Millennials' increased internet usage, when surveyed by Pew Research Center for MILLENNIALS A Portrait of Generation Next, there were no significant differences among Millennials, GenXers and Boomers when asked about the amount of email sent and received in the 24 hours prior to the survey. Millennials were more likely to have Tweeted, updated their online profile or sent a text message in that time period."  Millennials are still using email, but in conjunction with social media and text.  Here are some interesting numbers pointed out in her blog that are just as relevant now as they were then:

• 90% of Millennial use the internet or send and receive email at least occasionally
• Millennials are more likely than all other age groups to have a cell phone: 94% have one
• 88% of Millennials use their cell phones to send and/or receive text
• One-in-five Millennials (20%) have posted video of themselves online
• Three-fourths (75%) of Millennials have created a social networking profile
• Among Millennials, 65% say television and 59% cite the internet as their main source for news

As the numbers show, incorporating social media into your email marketing is a smart way to keep Millennials engaged. Ms. Hamlin's blog shares tips on how to accomplish this. How have you incorporated social media into your email marketing?

Planning Tools Loved by Organized Auction Chairs

Guest blog post by Sherry Truhlar of Red Apple Auctions. 

I thought about writing on this topic a few months ago and decided, “Nope. I need to save this topic until January.”

The reason being is that January is the month that many stores -- Home Depot, Walmart, Kmart, Target, Staples, The Container Store (the annual Elfa® sale) -- advertise one particular theme.

Getting organized!

This is THE month that many stores promote organization.

Volunteer Auction Chairs need to be organized. They are often working with many volunteers to plan the fundraising auction. Keeping track of the big picture -- AND the details -- is part of the job.

Here are four organizational tools I’ve seen other Auction Chairs have success using:

• Google Calendar and Google Docs: This combination is perhaps the most popular online method for staying organized and sharing information. The tools are free and enable your entire committee to keep up-to-date.
• Standard paper calendar: Whether it’s an “At a Glance” or some other brand, paper calendars are still popular among auction chairs. It allows for the entire month’s activities to be seen on one page, which many people like.
• Electronic calendars: With so many people using their phone to keep up-to-date, it’s no surprise that tech-savvy Chairs opt to use their mobile phone as their master auction calendar.
• Subject-related notecards (see photo): Last month I had a meeting with two Auction Chairs. One had brought notecards labeled with auction topics, such as Setup/Decoration, A/V, Silent Auction, Food & Beverage and so forth. As we talked through different subjects, she’d list “to do’s” on each card related to that topic. She could then follow up later on those tasks, or hand it off to the appropriate volunteer managing that activity. Clever!

Benefit auctioneer Sherry Truhlar publishes "Benefit Auction Ideas," a bi-monthly e-zine for auction chairs seeking to improve the financial results of their charity auctions. Get your own copy - and a F'REE gift! - at www.RedAppleAuctions.com.

What other tools have you successfully used to keep yourself organized in the planning process?  We'd love to know in the comments below!

Three Steps to Turning New Guests into Big Bidders

[Sherry's blog post from last year is just as worth sharing now. Here's to your fundraising success! - Renee, Co-founder, DonationMatch] Courtesy of Sherry Truhlar,  Red Apple Auctions

One of my clients held her school gala last month.  A few days prior, she asked how she could ensure that new parents would feel welcome attending the charity auction.

It's a good question.

The reception you give to new attendees can make a difference in whether they buy, and certainly makes an impression on whether they want to return.

At another auction meeting, one of the co-chairs -- a divorced single Mom -- said that when she drove to the auction the previous year, she sat for several minutes in the parking garage, mustering up the courage to enter.

"I was debating as to whether I really wanted to do this," she told me.  She knew everyone else would be attending with their spouse.  As a single person, she wasn't sure she'd fit in or to whom she'd talk.  "I didn't know anyone," she explained.

Once she made the decision to enter, she was so warmly received that she took a leadership role in the auction the following year.

Do you have guests new to the event coming?  Here are some ways to welcome them.

STEP 1:  Prior to the event, call them.

Point blank tell them you're looking forward to meeting them, perhaps mentioning something specific.

"I'm REALLY looking forward to meeting/visiting you," you'll say, "I'm seating you at my table." Say it with enthusiasm!  These are new people prepared to learn about your cause.  They deserve your energy, and it will help build the anticipation.

If you're not holding a sit-down dinner, offer to make introductions, "Find me at the raffle table because I have someone I'm eager for you to meet."

STEP 2:  At the event, assign people to meet and greet.  

At a recent hospice auction, staff were assigned in pairs to greet guests at the hotel door, right after they'd turned their car over to the valet.  Staff briefly chatted with them before pointing them in the direction of the registration table.

Another client asks three people (two Board members and an outgoing woman who has been involved in the organization for years) to mingle with new guests, being sure to introduce the newbies to others and spending time getting to know them.

You might consider identifying new guests in a specific way, such as a "new parent" ribbon or a subtle star on a name badge.

I've seen this done successfully, though some guests might not appreciate the gesture and instead feel like a target.  Decide what works for your group.

STEP 3: After the event, pick up the phone. Nothing says "Wow!" like a prompt thank you.

If you need a slam-dunk strategy for next year's donations, this is it.

The day after the auction, set aside receipts and written thank you's.  Instead, pick up the phone and start dialing.  Here's the proof.

Fundraising colleague Gail Perry introduced me to Penelope Burk's work.  Penelope, a well-respected fundraising expert, shared some statistics on board member thank you calls back in 2004 at an AFP International Conference.

Donors who received a thank you phone call from a board member within 24 hours of making the gift were 39% more likely than other donors to give the next time they were solicited.

39%!

And after 14 months, they were giving 42% more.

Talk about a super strategy for improving your auction donations for the following year....

Engage your Board members.  Anyone Board member who felt uncomfortable asking for an auction item or sponsorship money should be enlisted in this activity. Provide them a script.  They can start dialing to say, "Thank you so much for your donation last night!  We are so thrilled you attended."

Three simple steps and these new buyers can become lifelong auction supporters.

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Benefit auctioneer Sherry Truhlar publishes "Benefit Auction Ideas," a bi-monthly e-zine for auction chairs seeking to improve the financial results of their charity auctions. Get your own copy -- and a F'REE gift! - at www.RedAppleAuctions.com.

Out of Date Donor Information Can Prove Costly

By Juliet Davenport, Nonprofit Ambassador, DonationMatch As Kim Kupferman of Heller Consulting admits in this Nonprofit Technology Network (NTEN) blog post, this isn’t the most exciting topic, but maintaining accurate donor data is actually quite important. How frustrating is it when we receive mail with our names spelled incorrectly, or which contains outdated or inaccurate information? What does this say about the company who sent the mailing? Knowing who your donors are, what they donate, and why they donate are vital information. Even though you may use some type of CRM to track this data, inaccuracies can be a major issue.

At DonationMatch, we are constantly striving to achieve the highest level of accuracy with our data. When it comes to donors, we understand that it’s important not only to know WHO to contact, but HOW to contact them. A bonus is that the WHO and WHAT of donor information is updated by companies themselves on DonationMatch, eliminating guesswork and streamlining the donation request process for both parties. As companies are learning to be more efficient, many both on and off our system are no longer accepting mailed requests (this preference can usually be found on their websites). When an organization fails to recognize this, it wastes paper and postage and risks offending potential or current donors.

Are you getting ready to mass-mail in-kind donation request letters for your fundraising event? Hop on over to DonationMatch first. Post your events and find out which products you can get in just clicks, then only send letters to donors who are not on our system. (You can even invite them to DonationMatch if you have their emails and think they may want to go paperless).

It shows respect and care to your donors when you are able to identify and acknowledge who they are, what they have recently done for you, and their preferences. This communicates the right message that can lead to better relationships and success.

What have you done lately to ensure data accuracy?

Don't Burn Out Your Volunteers

By Renee Zau, Co-founder, DonationMatch The inevitable happened. I suspected it was a possibility, but it still took me by surprise. "I just don't think I have it in me." Just like that, my son's elementary school's annual fundraiser was cancelled.

This isn't the first time I've seen a leading volunteer burn out, nor will it be the last. Imagine how much work it is to organize the equivalent of a wedding every year, then DOUBLE it. That's how many hours the average charitable fundraising event takes to plan (about 600 hours!) This will drain even the most experienced volunteers year after year, and we found some advice on alleviating pain:

Get Help. "Auctions are best enjoyed – and planned – with others.... Believe it or not, a good number of your best volunteers may not even have personal ties to the nonprofit, but instead have ties to the auction chair!" - Sherry Truhlar, Red Apple Auctions, from "Five Steps to a Great Fundraising Auction"

Stop the (PTO) Drama. Tim Sullivan of PTO Today addressed this in a blog post where he acknowledged the difficulties of authority or leadership in volunteer situations. He tackled this head-on with several suggestions.

Show Appreciation. While your committees are already securing prizes for auctions and raffles, why not add an ask for volunteer gifts, too? I love that the San Diego Zoo does a raffle at each of their Food & Wine Celebration planning meetings. Another idea? The same companies providing goodies for event swag bags will also often be happy to include extras for volunteers. After all, they are potential customers, too, and a little goodwill goes a long way.

Value Their Time. This has more to do with the tools you provide. It could be an app, software, or updated equipment that can save MANY hours of work or headaches. New products to help with event fundraising are being introduced constantly, including Planana for event sharing and DonationMatch for in-kind donation procurement. The best ones will reduce repetitive tasks, increase sales, and/or stay organized (i.e. prevent busy people from being overwhelmed.)

What helps you stay motivated? What have you done to successfully retain volunteers? We'd love to know in the comments below!