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What are the best practices for communicating with major donors and high-level stakeholders in Philanthropy?

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Communicating with major donors and high-level stakeholders in Philanthropy is a crucial skill for any leader or team member who wants to build trust, loyalty, and impact. However, it can also be challenging, especially in times of crisis, change, or uncertainty. How can you communicate effectively and authentically with your most important supporters and partners? Here are some best practices to follow.

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1 Know your audience

Before you reach out to any major donor or stakeholder, do your homework. Research their interests, motivations, values, and expectations. What are their goals and pain points? How do they prefer to communicate and receive information? What are their communication styles and personalities? The more you know about your audience, the more you can tailor your messages and strategies to resonate with them.

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Sanjukta (Shama) Shams, CFRE

Nonprofit Executive | Storyteller | Podcast Host | Published Author | Speaker | Helping Nonprofits Diversify Their Revenue Through Storytelling.
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Making an introduction either in person or through email is invaluable as it establishes a common ground, given that both parties have a connection with the individual making the introduction. If an introduction isn't feasible, you can initiate the conversation by mentioning that a mutual acquaintance felt our mission aligns with your interests and suggested that I reach out. When researching any major donor, I recommend that you also try to find a common acquaintance and/or connection.

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2 Be clear and concise

When you communicate with major donors and stakeholders, you need to be clear and concise. Avoid jargon, acronyms, and technical terms that might confuse or alienate them. Use simple and direct language that conveys your main points and calls to action. Provide relevant and specific examples, stories, and data that support your messages and demonstrate your impact. Keep your communication brief and focused, and avoid unnecessary details or distractions.

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3 Be transparent and honest

One of the most important aspects of communicating with major donors and stakeholders is to be transparent and honest. Don't hide or sugarcoat the challenges, risks, or failures that you face. Instead, acknowledge them openly and explain how you are addressing them. Share your successes and achievements, but also your learnings and improvements. Show your accountability and integrity by providing regular updates and feedback. Invite questions and feedback from your audience, and answer them honestly and respectfully.

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4 Be respectful and grateful

Another key aspect of communicating with major donors and stakeholders is to be respectful and grateful. Recognize and appreciate their contributions, involvement, and support. Express your gratitude sincerely and frequently, and not only when you ask for something. Show your respect by listening actively, acknowledging their perspectives, and addressing their concerns. Use appropriate and polite language, tone, and etiquette. Avoid making assumptions or demands, and respect their boundaries and preferences.

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5 Be engaging and inspiring

Finally, communicating with major donors and stakeholders should be engaging and inspiring. You want to capture their attention, interest, and emotion. Use storytelling, visuals, and interactive elements to make your communication more memorable and compelling. Highlight the impact, value, and vision of your work, and how it aligns with their passions and values. Show your enthusiasm, passion, and commitment, and invite them to join you in your mission. Make them feel part of your team, community, and cause.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Sanjukta (Shama) Shams, CFRE

Nonprofit Executive | Storyteller | Podcast Host | Published Author | Speaker | Helping Nonprofits Diversify Their Revenue Through Storytelling.
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Ensure that the conversation is interactive by actively asking questions and giving them the space to express themselves. Avoid making it a one-sided dialogue. Additionally, inquire about their preferred mode of communication, frequency, and the type of information that would be most relevant and engaging for them. Always maintain a donor-centric approach to foster increased interaction and engagement.

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What are the best practices for communicating with major donors and high-level stakeholders in Philanthropy?

1

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3

4

5

6

1 Know your audience

2 Be clear and concise

3 Be transparent and honest

4 Be respectful and grateful

5 Be engaging and inspiring

6 Here’s what else to consider

Philanthropy

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What are the best practices for communicating with major donors and high-level stakeholders in Philanthropy?

1

2

3

4

5

6

1 Know your audience

2 Be clear and concise

3 Be transparent and honest

4 Be respectful and grateful

5 Be engaging and inspiring

6 Here’s what else to consider

Philanthropy

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