Virtual & Hybrid Fundraising: Must-Have Strategies for 2023

Heading into 2023, nonprofits find themselves in a fundraising landscape that’s more diverse than ever before. The lessons and innovations of the pandemic have significantly expanded our toolkits. Donor preferences and nonprofit technology are constantly changing.

Although standing out from the crowd is a perennial challenge, it’s especially important in this era of nonprofit innovation. You’ll need to implement a robust fundraising strategy that incorporates virtual options, builds on pandemic lessons, responds to changing trends, and taps into the power of tech.

So what are the must-have strategies that nonprofits should double down on as we approach the new year? We have three key recommendations:

  1. Social giving strategies

  2. Varied event formats

  3. Compelling story-rich media

Throughout this guide, we’ll reference findings from the 2022 OneCause Giving Experience Study, where we analyze donors' changing expectations, motivators, and giving habits over the past five years. Check out the complete study for a deeper dive into these trends and what they tell us about the future of fundraising.

  1. Incorporate social giving into your campaigns and events.

Social giving is on the rise. This form of giving encompasses event attendance, peer-to-peer fundraising participation, giving days, runs, walks, and rides—any campaign or event that involves engaging with your nonprofit’s community of supporters and their networks.

We’ve seen all forms of social giving steadily grow in popularity.  Twenty-nine percent, or 1 in 3 US adults, self-identified as social donors in 2022, up from 23% in 2018. Participation rates across different forms of social giving have remained steady, with runs, walks, and rides leading the pack at 39%, followed by occasion fundraising, giving days, and event attendance.

Social giving has also proven to be an effective way to re-engage lapsed donors, with 43% of social donors who gave in the 12 months before the 2022 OneCause Giving Experience Study survey saying it had been over a year since they last donated to that organization. Some donors gave again after five years or more!

The takeaway: If you’re not actively incorporating opportunities for social giving into your campaigns and events, you’re likely missing out on easy ways to boost donor engagement and donation revenue. 

As you organize your 2023 campaign and event calendars, actively look for areas to infuse more giving and engagement opportunities that will make donors feel like they’re part of a thriving community rallying for your mission. For example, you can try:

  • Setting up DIY fundraising options. This is among the easiest ways to empower your social donors to fundraise on your behalf and expand your community. Occasion, memorial, and other casual DIY fundraisers can unlock a new stream of year-round revenue and drive increased engagement among your most ardent supporters.

  • Build peer-to-peer structures into your events. Why not gin up some extra excitement before your annual spring fling, cookout, fall festival, or gala? Recruit volunteers or ambassadors to launch their own giving pages, promote your events, and collect donations and registrations.

  • Tap into the power of giving days. You already rely on Giving Tuesday, but are there other affinity days or months relevant to your mission that your community would like to know about? You might even try creating your own unique annual day of giving, challenge week, or month of celebration—get creative and give your donors something to feel excited about!

Social giving in all its forms brings a few significant benefits, including increased revenue and engagement when promoted to the right audiences. Peer-to-peer and other social network-based campaigns also help you organically grow your network through the power of social proof. Tap into these benefits by planning ahead to include these types of campaigns and events in your 2023 plans, or look for ways to incorporate social giving options into existing plans. 

2. Offer a wide variety of event formats.

While virtual-only events may no longer be a complete necessity for most nonprofits, they definitely shouldn’t become a thing of the past. If anything, we’ve seen that donor expectations are diversifying, with supporters expressing a range of preferences for how they like to engage with different types of campaigns and events. Consider these donor preference findings:

  • Fundraising Events

    • 33% prefer only or mostly virtual options

    • 38% prefer only or mostly in-person options

    • 23% prefer a balance of both

  • Runs, Walks, and Rides

    • 43% prefer only or mostly virtual options

    • 21% prefer only or mostly in-person options

    • 25% prefer a balance of both

  • Occasion Campaigns

    • 50% prefer only or mostly virtual options

    • 17% prefer only or mostly in-person options

    • 25% prefer a balance of both

Offering a range of flexible participation options is clearly a smart strategy when donors express such varied preferences. In other words, a diversified calendar of in-person, hybrid, and virtual options ensures there’s something for everyone to enjoy.

Hybrid events have also become a particularly useful option to have in your arsenal. We’ve seen nonprofits raise more and expand access to their exclusive events by offering in-person, VIP experiences for invited guests while offering a virtual version of the event for distributed guests or supporters facing barriers to in-person attendance. This approach allows you to better tailor the experiences that each audience has with your nonprofit.

Technology has now removed many of the blockers nonprofits initially faced when planning virtual and hybrid events and pivoting their in-person plans. With a reliable virtual fundraising platform, it’s easy to spin up virtual events to add to your larger campaigns, for instance a virtual training session for occasion fundraising or an online rally for bikeathon registrants. 

3. Support everything with compelling, story-rich media.

Why do supporters choose to give to an organization? When we asked donors about their motivators for giving, here are the top reasons we found:

  • I trust the organization to do the right things/use the money wisely.

  • I care about the person who asked me to donate.

  • It was easy to do.

  • I was able to make the donation immediately, in the moment.

  • I care about the mission of the organization

Ease, connection, mission, and impact have historically been understood as donors’ primary motivators for giving, but 2022 was the first time that trust took the top spot. Ease of donating can be covered by the technology and donation processes that your nonprofit uses. Social giving strategies make it easy to tap into donors’ connections to encourage gifts. 

But what about communicating your mission, the impact donations will have, and your trustworthiness as a steward of your mission? How do you convey these qualities to donors? 

Stories are ultimately what drive donor engagement, and we’re hardwired to respond to human stories of overcoming challenges. They’re the best way to communicate the impact of your work, the role of your donors, and the triumphs of your constituents. Make sure you’re always telling a story in your messages to donors, whether that’s by:

  • Highlighting a constituent’s story in a video interview (with their permission)

  • Sharing evocative images of your volunteer team at work

  • Laying out the statistics behind the issue you work to solve

  • Explaining to donors the on-the-ground impact their gifts will have

A successful nonprofit story chooses an emotionally compelling angle and then backs it up with details that appeal to our logical sides or provide more background. For instance, statistics about food insecurity in your community and a story about how your food bank helped a local single parent are great ways to show donors the importance of your work. Use them together in a cohesive story that provides impact details and a conflict-resolution arc, and you’ll paint a compelling picture of what you’re up against, who needs your support, and how you’ll succeed.

By anchoring your appeals, marketing materials, and other communications in some form of storytelling, you’ll be able to better tackle a number of the key motivators listed above. You’ll give donors a clearer sense of your identity as an organization and foster a stronger community of support that’s fully bought in on the need for your work. 

In 2023 and beyond, investing in solid marketing and communication strategies will be especially important as we look at a continually crowded virtual fundraising space and a turbulent economy—the need to stand out has never been higher!

Virtual and hybrid fundraising campaigns and events are part of the new norm. Take some time to review these strategies and the state of your own virtual playbook. Where have your online campaigns and events succeeded in the past year? Where have they delivered below target? 

Use these insights to prioritize your next steps, like planning a new social giving campaign or reimagining your outreach content to tell stronger stories. Donors are sure to respond when you show dynamism and follow the new virtual fundraising best practices.  


About the Author:

Sarah Sebastian is the Director of Corporate Communications at OneCause. She’s a marketer and brand geek at heart with eight years of experience in the nonprofit tech space. Outside of work, Sarah can be found reading, hiking, kayaking, volunteering for Florida Access Network, or getting lost in the woods while photographing birds.

Nurturing Major Donor Relationships: 4 Tips for Nonprofits

When it comes to nonprofit fundraising, studies show that 80% of individual donor revenue comes from the top 20% of donors. These major gifts can give your nonprofit a huge boost as you begin major projects and ensure you have enough funding to run all of the programs that help further your mission.

The key to bringing in major gifts is having an effective donor cultivation and stewardship strategy. Building relationships with potential major donors is essential. Significant contributions are much more likely to come from donors who feel a deep connection with your organization and your cause. And one significant contribution can lead to a lifelong partnership.

In this guide, we’ll walk through four tips for building relationships with major donors:

  1. Assemble a Dedicated Major Gifts Team or Dedicate Leadership Time 

  2. Conduct Prospect Research

  3. Personalize Major Donor Outreach

  4. Recognize and Thank Major Donors

While these tips can serve as a starting point for any organization, keep in mind that your major donor cultivation strategy will be unique to your nonprofit. You may find it helpful to work with a fundraising consultant to address your specific needs and make the most of your major donor relationships. Let’s get started!

1. ASSEMBLE A DEDICATED MAJOR GIFTS TEAM OR DEDICATE LEADERSHIP TEAM

Major donor cultivation and stewardship is a team effort. It’s unique among your organization’s fundraising efforts and requires a lot of time and resources to be effective . So, you’ll want to put together a dedicated team to solicit major gifts and build donor relationships.

If your nonprofit is just getting started with major giving, appoint or hire one person as a major gifts officer. For smaller organizations, this may be the Executive Director or Founder, but it is important to hold time for these activities every week. This person should have relevant professional experience and training in nonprofit fundraising to be able to succeed in the role, as they’ll have to take on a wide range of responsibilities from tracking touchpoints to drafting communication.

As your organization grows, you’ll be able to (and should!) expand your major gifts team. Having multiple staff members take on different responsibilities associated with major donor fundraising will reduce stress and maximize your efforts over time.

2. Conduct Prospect Research

Your major gifts team will be most successful when their fundraising strategies are data-driven. To focus your organization’s efforts on building strong relationships with the most likely major contributors , you’ll need to conduct prospect research.

Donorly’s guide to prospect research advises looking at both capacity and affinity markers to determine the strongest major donors for your organization:

  • Capacity markers show that someone is in a financial position that would allow them to make a significant contribution to your organization. These include the individual’s net income, stock holdings, real estate ownership, and business affiliations.

  • Affinity markers indicate a donor’s interest in supporting your nonprofit’s mission. For example, you might look at their giving history, fundraising event attendance, advocacy work, and connections to other donors in your database.

As you conduct prospect research, remember that donors who haven’t given to your nonprofit before can still be good prospects if they’ve engaged with other similar organizations in the past. Also, once you’ve narrowed down your list of potential major donors to the top prospects, make note of each candidate’s specific affinity markers, as these details can help you target your relationship-building efforts.

3. Personalize Major Donor Outreach

Besides helping your organization identify the strongest major donor candidates, analyzing data from prospect research can help you personalize your outreach efforts. Since you’ll be asking major donors to contribute a significant amount (even though they have the capacity to do so), you’ll need to make an ask that they’ll be receptive to in order to secure their support.

To develop an effective process for personalized major donor outreach, follow these steps:

  1. Make a strategic introduction. If a staff member, board member, or loyal supporter at your organization has a connection with a major giving prospect, ask them to facilitate the introduction. Send a personalized invitation to an initial meeting, and allow them to choose whether they’d like to meet in person or virtually.

  2. Hold the initial meeting. In this meeting, you’ll introduce the prospect to your organization and start getting to know them as a person. Learning about their values, families, and interests is important to build an authentic relationship and understand how and if a partnership with this individual will be fruitful. You do not want to leave them feeling like you view them as a blank check.

  3. Follow up regularly. Use the prospect’s preferred contact method, whether that’s phone calls, personalized emails, or direct mail messages, to check in with them periodically and provide an update on your nonprofit’s work. Keep notes from each of your conversations. It’s easy to forget details over time, and you’ll want to revisit the personal details you’ve learned about them to help build a relationship—for example, asking them how their child is liking college so far or if they enjoyed their recent vacation.     

  4. Invite them to a fundraising event. Double the Donation’s guide to major gifts points out that fundraising events can help prospects form a more complete picture of your nonprofit by allowing them to meet other staff members and supporters who are passionate about your mission.

Although this process works in many situations, the major donor cultivation process can take anywhere from a few months to several years. You’ll need to determine the right time to make your request on a case-by-case basis and hold additional meetings with them to discuss the details of their contribution. Wait until you’ve formed a strong relationship with the prospect and frame your request through shared values and goals in support of your mission. 

4. Recognize and Thank Major Donors

Recognizing your donors is always important. A major donor’s significant contribution made a major difference for your organization, and you’ll want to not only express your gratitude in a meaningful way, but honor their generosity in a way that sets the stage for retaining their support long-term.

Some of the best ways to thank major donors include:

  • Sending handwritten thank-you notes. Taking the extra time to put a pen to paper and write an individualized note will show major donors how much they mean to your nonprofit.

  • Including their name on a donor recognition wall. These displays allow major donors to visualize how their contributions fit into your organization’s mission and publicly recognize their support.

  • Recognizing them on your nonprofit’s website and social media. Whether you interview a major donor for a blog post or post a social media shoutout, you’ll reinforce your donors’ value to your organization by including them in your digital marketing content.

You’ll likely need to adjust your recognition strategy based on each donor’s unique preferences. While this will require more time and effort on your part, it’s another way to show donors you value them as individuals and want to continue your relationship with them.

Nurturing major donor relationships requires a lot of effort, especially when your organization is getting started. But the process will become more streamlined as you grow your major gifts team, streamline your prospect research, and hone your outreach and recognition strategies to make the most of these essential contributions to your nonprofit. Good luck!



About the Author:


Founder and President Sandra Davis leads Donorly with 30 years of fundraising experience and leadership. Sandra has consulted on numerous capital campaigns, led strategic planning and feasibility study efforts, and managed board development and recruitment efforts in addition to overseeing planned giving, special events, and annual giving programs. Under her leadership, Donorly has grown to support the fundraising efforts of over 75 clients to date.