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Thoughts from the Group
Explore the DRG blog for fresh ideas on all things donor experience, leadership, team building, donor relations, and change management.


Donor Segmentation: How to Move Beyond Lists and Build Better Donor Experiences
Most non-profits segment…or do they? Here’s the uncomfortable truth: most organizations don’t actually segment; they sort their donors into lists. In donor relations, we often sort our lists by giving level, ZIP code, campaign, alumni class year, event attendance, and more. Those lists are useful—they help organize data and pull reports—but if our goal is stronger donor relationships, the groupings we use only tell part of the story. Imagine three donors who each gave $250 la


Holiday Donor Communications: A More Strategic Approach
It’s no secret that I don’t love nonprofit holiday cards. I know, I know. Call me the Grinch. Except I’m not the Grinch! I love the holidays. I love gratitude. I love donors. I just happen to think we can be far more strategic with our time than spending months producing a generic card that arrives alongside greetings from your donor’s insurance agent, dentist, financial advisor, favorite retailer, and everybody else who has their address. And make no mistake: you are not the


The Arsonists and the Architects: Choosing the Harder Path in Donor Relations
“I would say it’s easy to be an arsonist. It’s much harder to be an architect.” The first time I heard that quote, I felt it deep in my bones. It rolled around in my head for days. Because I’ve lived both sides of it; seen the fires be set and watched the structures be slowly, painfully built. Every one of us working in this space has stood in a meeting where someone: often one with power, rarely with proximity to the donor—slaps down a proposal that undoes months of strategi


“Donor Intent Cannot Be Casually Discarded”: Ruling From Iowa and Its Implications For Higher-Ed Fundraisers
Fascinating case out of the Iowa Supreme Court: race-based scholarship allowed to stand, "donor intent cannot be casually discarded." The case, involving a scholarship founded in 1996 by alumnus Ezra Totton, made its way to the Hawkeye high court as the state's attorney general argued that it required amendment "because of a 2023 U.S. Supreme Court decision striking down Harvard University’s use of race in admissions decisions." Totton, a Black alumnus, established a scholar


Excellence Over Perfection: Why Donor Relations Demands a Higher Standard
There’s something I’ve noticed in the donor relations world that’s keeping me up at night. It’s this persistent, quietly toxic belief that being in a service-oriented role somehow means we should settle. Settle for being reactive. Settle for being overlooked. Settle for “good enough.” As if donor relations were a soft science: nice to have, not need to have. As if our work doesn’t require the same rigor, strategy, and innovation as any other core function of a nonprofit. Let


DRG Hero Highlight: Colorado State University 2025 Impact Report
Annual impact reports are common—annual impact reports that make thousands of donors feel like they personally belong in the story are not. That's exactly what Colorado State University accomplished with its 2025 Impact Report. Rather than treating the report as a year-end obligation, the advancement team transformed it into a comprehensive stewardship campaign that reached donors across multiple channels, personalized messaging by audience, and reinforced one simple truth: e


The Donor Experience Audit: 10 Process Problems That Hurt Donor Retention
There’s a hard truth in donor relations that we don’t talk about enough: Most donor experience problems are not people problems. They’re process problems. Your donors are probably not upset because your staff doesn’t care. They’re most likely upset because: The thank-you letter arrived six weeks late. Their name was misspelled for the third time. They received three appeals before one stewardship report. No one noticed they stopped engaging months ago. The event invitation we


The Real Problem With Recognition Societies (And What To Do Instead)
Recognition societies are a hotly debated topic in fundraising circles, including among those of us at DRG. Our recent Pulse of Donor Relations highlighted this debate: for the first time in years, we saw an uptick in practitioners who believe recognition societies are effective. Even so, the question remains: to society? Or not to society? Data from the 2025 Pulse of Donor Relations Report I have seen recognition societies work beautifully. The organizations who get it right


Leading Your Nonprofit Through Change: Trust Is the Strategy
If there’s one constant in philanthropy right now, it’s change. We’re always encountering new challenges. New donor expectations. New technologies. Increased scrutiny. A growing demand for transparency. Yet, for many organizations, donor relations practices haven’t kept pace, and that’s where the tension lives. We ask our teams to operate in a rapidly changing external environment while relying on internal systems, definitions, and mindsets that were created for a different e


The 10% Rule: What Disney Taught Me About Listening—But Not Overreacting—to Donor Complaints
When I worked at Disney, I learned a lot about creating extraordinary experiences. But one of the most powerful lessons learned had nothing to do with parades, character breakfasts, or fireworks. It had everything to do with how to make change and how to handle complaints when you do. At Disney, we had what we called the 10% rule. If we made a change: say we swapped out a menu item, rerouted a parade, or redesigned an attraction it was never done on a whim. Teams of experts h


A Tactical Approach to Evaluating Your Donor Reporting
I know we preach it often, but donor reporting is one of the most critical areas of your donor relations program. Donors must be informed about the impact of their giving if you want them to give again. But having a reporting structure alone does not necessarily make your program effective. That’s why it is important to assess whether your reporting is meeting your organization’s goals and needs. So, how do you know if your reporting is actually working? Well first, it starts


How Donor Expectations Are Reshaping Events—and What Nonprofits Need to Do Differently
For nearly four decades, I’ve worked on donor events. When I started, conferences and professional development didn’t teach us how to design meaningful experiences—they taught us how to plan great parties. The formula was predictable: a large gathering, a long program, multiple speakers, and a clear fundraising goal. And for a long time, it worked. But over the past decade—accelerated by how people now engage with information and shifting expectations—that model hasn’t simply


Impact Reporting at Scale: How to Reach 80% of Your Donors (Without Burning Out)
Penelope Burk, the surveying sage and author of Donor Centered Fundraising , has verified through countless iterations of her research that 93% of individual donors would definitely or probably give again the next time they were asked if a charity did two simple things: Thanked them promptly in a personal way, and Followed up later with a meaningful report on the program they had funded. If you’re looking for the keys to donor retention…look no further! The real challenge, o


Embracing the Fabulous Fundraising Failure
Let me tell you something you already know deep down, but maybe don’t want to say out loud: we all mess up. Yup. Every last one of us in donor relations and fundraising has, at some point, hit “send” on an email with the wrong salutation , mailed a thank-you letter to a donor who passed away months ago, or cheerfully invited a “valued donor” to a stewardship event...that they already RSVP’d to—and declined. I’ve been there. You’ve been there. Anyone who’s done this work longe


AI in Donor Relations: From Curiosity to Responsible Use
Artificial intelligence is no longer just theoretical. It’s here. It’s being used. And in many cases, it’s being used without policy. Recent sector conversations and institutional case studies show a clear trend: while many nonprofit and higher education organizations say they are “not officially using generative AI,” staff members are already experimenting on their own. As one higher education leader described it, when asked whether institutions are using generative AI, most


How to Write Donor Communications Your Donors Will Love—and Remember
A few years ago, we asked a group of alumni board members to do something simple before our next meeting. We asked them to bring every piece of mail and donor communication they had received from the university over a three-month period. These were not one-time donors but deeply engaged alumni who supported multiple schools, programs, and priorities across campus and consistently showed up by attending events, volunteering their time, answering our calls, and investing deeply


9 Steps to Put the Donor First in Your Impact Reports
Donor relations teams know this truth well: impact reporting works best when it follows a plan. And yet, too often, organizations jump straight to creating the reports. They may be beautiful. They may be thoughtful. They may take weeks (or months) to produce. But many times, we create them without first answering the all important question: What is this report meant to do in the donor relationship? When engagement planning comes first, impact reporting becomes intentional, s


How to Design Donor Engagement Plans That Inspire Long-Term Partnership
What do our top donors want from our organizations? Have you ever sat around wondering that? Have you ever asked one of these donors this exact question? Because I have, and what began as a way to learn more about our donors has become a lifelong pursuit of the best way to build strong, lasting relationships. I don’t want just donors to our organization; I want partners. I want them to be as invested in our organization as we are. And honestly, when I started, I wasn’t sure


Stay Ready So You Don't Have to Get Ready: A 3-Step Approach to Campaign Preparedness
Ask just about any gathering of nonprofit professionals and you’ll soon discover that nearly everyone is in one phase or another of a fundraising campaign. From planning to launching to sustaining momentum to wrapping, and if we’re lucky, evaluating and recovering––the lifecycle of modern campaigns seems almost endless as organizations move quickly from one set of priorities to the next. And this breathless pace can be especially challenging for donor relations teams, with r


Good, Better, Best: Why the Bar Keeps Moving—and Why That’s a Good Thing
You probably heard it in elementary school. Maybe from a cheerfully demanding teacher. Maybe from a framed poster in the library. Maybe etched on a lunchbox or repeated in a locker room. That little chant that sounds like a nursery rhyme but hits like a life lesson: Good, better, best. Never let it rest. Until your good is your better and your better is your best. At the time, it probably felt like a cute motivational rhyme. Something to recite before a spelling test or durin
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