How To Pitch A Fundraising Idea

6 insights from 18 months (and hundreds) of donor conversations + and what they mean for your 2026 fundraising plans 👇🏽 In our November Fundraising Innovation leaders Breakfast Club our fabulous qual researcher Rachael Millar shared 6 key insights all fundraisers should be thinking about going into 2026 plans. 1. Negative News Fatigue People are turning away from bad news - wars, climate crisis, economic instability - because it feels overwhelming. Many feel powerless or “numbed” by negativity. Opportunity: Focus on hope, progress, and solutions over problems. Localise stories - show small, tangible actions that make an impact. Give supporters agency and control See Hope not Hate mobilisation over the last 2 months against the far-right flag movement for evidence of this. 2. Trust & The “Single Source of Truth” People struggle to know who or what to trust. Conflicting information is everywhere - TV and radio are losing credibility. Opportunity: Charities are more trusted than the government — leverage this. Curate and simplify information for your audience. Offer actionable steps and expert guidance to build trust. Position your charity as the go-to source for reliable insight in your field. Every charity should increase its TikTok & YT output. Countering misinformation should be an organisational objective. 3. Digital Fatigue & Offline Connection Audiences (especially under 50) are questioning screen-heavy lifestyles and craving offline experiences. Reducing screen time has measurable benefits for well-being. Opportunity: Offer offline or hybrid activities connecting people IRL. Tap into nostalgia (e.g., pre-digital hobbies, traditional games, events) Promote wellbeing through community and experience, not just messaging 4. Community & Connection People crave belonging and shared purpose — “finding my people.” Community works across all fundraising areas, not just events. Opportunity: Build community elements into supporter journeys (e.g. peer groups, shared challenges). Encourage participation and collaboration rather than solo giving. Highlight kindness, togetherness, and shared values. Charities need to curate their own fandoms - there is a huge opportunity to double down in this area. 5.  Escapism & Joy Escapism is a major emotional driver - people want “holiday feelings,” daydreams, and light relief. Opportunity: Design experiences that feel immersive, fun, or transportive. Lotteries and competitions tap into “imaginative optimism.” Use joyful storytelling to offset fatigue and re-engage audiences. 6. Boldness Builds Trust Supporters respect authenticity and bravery. The RNLI’s success defending its migrant rescue work shows standing firm on values increases support. Opportunity: Be clear about what your organisation stands for. Don’t shy away from controversy when aligned with your mission. If you want the full write-up, just shout - we’re digging into these themes across all our 2026 product development work.

Donors don’t remember what you asked for. They remember how you made them feel. No donor remembers your budget line. They remember the moment they felt seen. Last year, I worked with a mid-sized charity struggling with donor retention. Their appeals were beautiful — but donors weren’t coming back. When we looked closer, it wasn’t the messaging that was broken. It was the feeling. Or more accurately, the lack of feeling. Every email spoke at their donors. None spoke to them. So we rewrote their follow-ups. We started with: “You made this possible.” We ended with: “How did this story make you feel?” Within six months, repeat giving rose by 38%. Fundraising isn’t persuasion!!! It’s connection!!! Donors don’t remember the amount you asked for — they remember the moment you helped them feel part of something bigger than themselves. Before you send your next appeal, pause and ask: → “Where’s the feeling in this message?” → “Would I be moved to respond?” If the answer is no, start again. This is the philosophy that drives all my work: Fundraising is meaning, not money. AI, data, and strategy matter — but they should amplify empathy, not replace it. If you’re rethinking your donor strategy for 2026, start with how you make people feel. That’s where loyalty — and legacy — begin

𝗢𝗻𝗹𝘆 𝟯% 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗱𝗼𝗻𝗼𝗿𝘀 𝗮𝗿𝗲 𝗿𝗲𝗮𝗱𝘆 𝘁𝗼 𝗴𝗶𝘃𝗲 𝗻𝗼𝘄. ➡️ 7% are close but not ready yet. ➡️ 30% are way off. ➡️ 60% are highly unlikely to give at all And that's why fundraising takes time. Because you're working to your donors' timelines - they do NOT work to yours. 𝗖𝗵𝗮𝗿𝗶𝘁𝗶𝗲𝘀 𝗶𝗳 𝘆𝗼𝘂 𝗲𝘅𝗽𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗲𝗿𝘀 𝘁𝗼 𝗴𝗼 𝗼𝘂𝘁 𝗮𝗻𝗱 𝗴𝗲𝘁 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 𝗶𝗻 𝗮𝘀 𝗾𝘂𝗶𝗰𝗸𝗹𝘆 𝗮𝘀 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲 - 𝘆𝗼𝘂'𝗿𝗲 𝗮𝘀𝗸𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝘁𝗼: ❌ Pitch to a cold audience - the worse possible way to ask for money. ❌ Only target 3% of your addressable market - leaving 37% of givers untapped. The smart money is on - having a strategy to cultivate your FULL prospective audience. 📈 60% won't give - but could be introducers or influencers. 📈 30% are way off giving - but worth initiating a relationship while they’re still open to the idea. This is the optimal time to start those relationships. 📈 7% are open to giving and are actively planning their budgets, timelines, shortlists etc. - so your window of being on that shortlist is now starting to close. 📈 3% are hot to trot. These figures are based on the "buyer's pyramid" - think of it like the 80/20 rule (Pareto Principle). Understanding that only 10% of your qualified prospects list is actually ready to give now or within your financial year - helps you to determine how long your prospect list needs to be for you to reach your target. 📌 𝗜𝘁 𝗮𝗹𝘀𝗼 𝗵𝗲𝗹𝗽𝘀 𝗰𝗵𝗮𝗿𝗶𝘁𝗶𝗲𝘀 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗮𝘁 - 𝗴𝗼𝗼𝗱 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝗻𝗴 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝘁𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗡𝗢𝗧 𝗰𝗼𝗻𝘃𝗲𝗿𝘁 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘆𝗲𝗮𝗿. Keeping in touch with prospects - is NOT fundraisers wasting their time on people who are not willing to give. It is fundraisers investing their time appropriately with people who are not ready YET. Because - "not yet" does not mean "no". It means, stay in touch - you have a warm prospect who is going to move along the timeline into the "ready to give now" bracket. 📌 𝗣𝘂𝘁𝘁𝗶𝗻𝗴 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 𝗼𝗻 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗲𝗿𝘀 𝘁𝗼 𝗴𝗼 𝗼𝘂𝘁 𝗮𝗻𝗱 𝗴𝗲𝘁 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 𝗶𝗻 𝗻𝗼𝘄 - 𝗺𝗲𝗮𝗻𝘀 𝘆𝗼𝘂'𝗿𝗲 𝗹𝗶𝗺𝗶𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝘁𝗼 𝟯% 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘁𝗮𝗿𝗴𝗲𝘁 𝗺𝗮𝗿𝗸𝗲𝘁.  𝗥𝗮𝘁𝗵𝗲𝗿 𝘁𝗵𝗮𝗻 𝗲𝗻𝗴𝗮𝗴𝗶𝗻𝗴 𝟰𝟬% 𝗼𝗳 𝗶𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰𝗮𝗹𝗹𝘆. This is also why you need to retain and trade up your existing donors (new business can be achieved by growing the donors you already have alongside new donors). A combination of - retention, trading up existing donors, new business and initiating relationships with the "not ready yet crowd" - is how you grow a sustainable donor base. 𝗧𝗵𝗲 𝗿𝗶𝗰𝗵𝗲𝘀 𝗮𝗿𝗲 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗻𝗶𝗰𝗵𝗲𝘀 - 𝗯𝘂𝘁 𝘁𝗵𝗲 𝗳𝗼𝗿𝘁𝘂𝗻𝗲 𝗶𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝗽..... 😀

We added a button to a nonprofit's email that wasn’t a donation button, and it started driving donations anyway. Here’s how… Most nonprofit email strategies are built around one call to action: “Donate” Which makes sense. That's one of the goals in nonprofit digital marketing. But here's what we've found working with nonprofits: when every touchpoint is an ask, donors start to tune out. Not because they don't care, but because the relationship starts to feel transactional. So we ran an experiment. For a faith-based international nonprofit, we added a simple button to their email: "I Prayed." Not a donate button. Not a "give today" button. Just an invitation to participate in the mission in the most natural way possible for their audience…prayer. When someone clicked it, they landed on a page that shared a story from the field and thanked them for praying. There was a donation option on that page — but it wasn't the main call-to-action. The main goal was going deeper with the person. Here's what happened over time: people started donating from that landing page. Not because we asked them to. But because the relationship we'd built through consistent, non-transactional touchpoints had earned the right to ask for a gift, and they were inspired to give. This is what relationship-first fundraising looks like in practice. The call to action doesn't always have to be a donation. For faith-based orgs, it might be "I prayed." For others it might be "read a story," "share with a friend," or "send a note of encouragement." But also don’t do it in a manipulative way. People can sniff that out. Do it in an authentic way that is genuinely interested in building relationships. These aren't consolation prizes for people who don't give. They're relationship builders that create raving fans (as Jon McCoy and Becky Endicott put it). What non-donation call to action does your nonprofit use, or could you start using, to go deeper with your audience?

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?

Stop chasing Boomer dollars. Your fundraising strategy is stuck in 1997 and younger donors can tell. Here's where this gets messy. Nonprofits still host $250/plate galas. Send generic emails to everyone. Ask for $10K from people still paying off student loans. Then complain millennials don't give. They do. Just not like that. When I worked with K9s.Org, we tried something different. We created a Young Professionals Council. Not a token junior board... an actual advisory group with real influence over programs and strategy. These people didn't have wealth yet. But they had networks we couldn't access. Fresh perspectives that challenged our assumptions. Time and energy to put in. Social media reach that blew ours away. We gave them ownership. They gave us growth. What works with donors under 40: Peer-to-peer fundraising works because social proof beats your brand every time. Make it simple for them to fundraise through their own networks. Show them exactly where the money goes. Dashboards, real-time updates, photos from the field. Vague impact statements don't cut it anymore. Monthly giving over big one-time asks. $50/month is manageable. That's $600/year of recurring revenue you can count on. Let them volunteer, advise, and co-create before you ask for money. They want to be part of the work, not just watching from the sidelines. If your donation page requires mailing a check or takes forever to load... you've lost them already. The biggest mistake I see? Treating young donors like they're just "future major donors" instead of partners right now. You're not building a relationship, you're waiting for them to turn into someone else. That doesn't work. When they do have money to give... they'll remember the organizations that valued what they brought to the table today. Not the ones who put them on hold for a decade. You don't get to wait for them to age into your system. Build something they want to be part of now. What's your experience engaging younger donors? Drop a comment. #YoungDonors #NonprofitFundraising #MillennialPhilanthropy #PeerToPeerFundraising #DonorEngagement

In great fundraising, the donor is the heart and hero of our story. They aren't just supporters; they're the driving force. Here's how we can elevate their role: > Craft your mailings to reflect the donor's impact. When they see the tangible difference they make, they become deeply invested narrators of the cause. > Equip donors with stories that highlight their role. Their connection deepens when they recognize how vital they are to the mission. > Consider launching a 'share your story' campaign. Let donors tell their unique tales of support and the change they've witnessed. > Keep donors informed. Show them the direct results of their contributions and how they're leading the change. > A genuine 'thank you' can do wonders. Celebrate their heroism, acknowledging that every step forward is due to their generosity. In direct mail, it's our privilege to tell stories. But remember, it's the donor who always plays the lead role. How do you make your donors the heroes in your narratives?

High-net-worth donors are acting more like venture capitalists. Not in the sense of writing checks for the next unicorn but in how they evaluate nonprofits: The shift: A 2023 Bank of America study found that 85% of high-net-worth donors now “expect measurable results” from their giving, compared to just 47% a decade ago. Another Bridgespan survey showed that nearly 70% of major philanthropists look for scalable models and evidence of impact before committing funds, almost identical to the screening criteria VCs use with startups. In other words: your nonprofit is being “pitched” just like a startup. What this means for you: Donors are no longer satisfied with: • “We served X families this year.” They’re asking: • “What’s the cost per outcome? How do you scale? Who’s on your leadership team? What’s your theory of change?” These are due diligence questions straight out of a VC’s playbook. The playbook shift for nonprofits: 1. Metrics over anecdotes → Replace “heartwarming story only” with “story + unit economics of impact.” 2. Growth narrative → Share not just what you did last year, but your roadmap for 3–5 years. Think in terms of market expansion (communities served), not just annual fundraising goals. 3. Board = Advisors → Highlight how your board members function like startup advisors, unlocking networks, capital, and credibility. 4. Risk transparency → Just like startups disclose risks in their decks, nonprofits that are candid about challenges gain trust with major donors. Why this works: Data shows that storytelling + data posts on LinkedIn outperform by 27% in engagement compared to generic updates . The same applies in fundraising. Pair the emotional “why” with hard “how” metrics, and you’ll unlock six- and seven-figure checks. With purpose and impact, Mario

We raised $14 million in 14 months. Here's the strategy that worked for us - it's not what you'd expect: Forget the perfect pitch or ideal metrics. It all comes down to understanding the person behind the title. The truth is every investor has unique priorities and interests. Instead of searching for a cookie-cutter approach, focus on the individual. The first step is uncovering what really matters to them. What drives them? What’s their background? Are they former operators or career investors? These nuances matter. Do they care about the bigger vision? Talk about how you’re going to become a $10 billion company. Are they more interested in your product roadmap? Talk about your execution strategy. It’s about tailoring your pitch to the individual. Different investors care about different things, so do your homework. → Spend time with potential investors to get to know them as individuals.  → Connect with people in their portfolios.  → Understand their interests and concerns. Pitching isn’t just about reciting numbers. Yes, there are common questions that get asked—you’ll always need to know your revenue, ARR, retention, growth, etc. But it’s ultimately about building trust and connection—they’re people too. Stop searching for the silver bullet. Instead, invest your energy in understanding your audience. Taking a more human approach will set you apart from the hundreds of generic pitches.

I once worked with a university that struggled to meet its fundraising goals. They were reaching out to alumni randomly, hoping for the best. Then we introduced prospect research. The transformation was incredible. By identifying the right prospects and understanding their capacity and affinity, we increased major gifts by 150% in just one year. Here's what we did: Analyzed giving history: We looked at past donations to identify consistent givers and those with potential to give more. Researched professional backgrounds: LinkedIn and other public sources helped us understand career trajectories and potential giving capacity. Examined philanthropic interests: We investigated involvement with other nonprofits to align our asks with donors' passions. Leveraged wealth screening tools: These helped us identify high-net-worth individuals we might have overlooked. Mapped relationships: We uncovered connections between prospects and our board members or major donors. The result? More targeted outreach, personalized communication, and significantly larger gifts. The lesson? Don't underestimate the power of informed outreach. Prospect research isn't just for large organizations - it's a game-changer for nonprofits of all sizes. React 🎓 if you believe in the power of research! Have you had a similar experience with prospect research? Or are you considering implementing it? I'd love to hear your thoughts and experiences in the comments! Remember, effective fundraising isn't about asking everyone for money. It's about asking the right people for the right amount, for the right project, at the right time. And that's where prospect research shines.