The Case of the Disappearing Donors

April 15, 2024      Roger Craver

They’re disappearing.

The ones who came before us, born before the TVs were in every home and before man walked on the moon. The Traditionalists, the Silent Generation, and right behind them, the Baby Boomers. We’ve depended on them. They’ve been there for us.

But now, with the Silent Generation projected to decline by over 70% and Baby Boomers by nearly 30% from 2020 to 2030, we face a gap that might not be so easy to fill. Not without some thought. Some effort.

For most nonprofits, the issue of deceased donors has been a matter of administrative housekeeping—keeping mailing lists clean by suppressing the names and addresses of those who have passed away. Or quickly checking office notes or the CRM to see if they’re in store for a bequest.

In reality  the death of a donor is more than a clerical task; it’s about dignity and legacy. And yes, most fundraisers grasp the opportunities that spring from immediate knowledge of a donor’s passing—memorial gifts, family funds, following up on legacy commitments. And in the case of very large bequests, there’s the possible need to rethink the financing of the entire organization or an entire program.  Yes, almost everyone grabs this, but relatively few do much about it.

What a horrific oversight. This neglect also evidences failure to seize the tremendous opportunity to pay respects, to honor, thank, and inspire long before before a loyal donor dies. We’re missing the chance to alert the donor’s friends and family to a life of commitment and encourage them to continue this tradition of involvement with our organizations.

We’re talking about more than just missing a name on a list; we’re talking about missing a part of our community’s story. By not adequately honoring those who have passed—and also recognizing those still alive, but aging– we miss out on deepening our connections with those who may be able and interested in carrying on on the tradition.

Is More Family Involvement Possible?

Family. It’s a word we all understand. A bond we can’t shake off, even if we wanted to. These families, they’re part of our community too. The 30-year-olds, unaware of their parents’ contributions, uninvolved until the direct mail shows up with a deceased parent’s name still on it. It’s a reality we see too often. It’s a wake-up call.

Charities often focus on Donor Advised Funds, Legacies, Honor and Memorial Gifts as the conventional practices; quite correctly. But what if we went further? What about organizing family days, requesting photos from the donors and their families to create a shared history? Or even better, sharing photos with the family of what Mom or Dad’s gift made possible. For example, I cherish a thank you letter to my father from Helen Keller, acknowledging his modest contributions to her work for the blind. It’s a treasured reminder of something he cared about. And so, to honor him, I continue supporting organizations assisting folks with visual and hearing disabilities.

What if we didn’t wait for donors to die? What if we involved the families now? Brought them into the fold with recognition and thanks that reached across generations? It’s not just about holding on to what we have; it’s about building. About creating a continuum that outlasts us all.

Over the years we’ve reported on the success achieved by Agitator readers like Mary Cahalane, Lisa Sargent,Tom Ahern, Julie Cooper, Claire Axelrad , Denisa Casement and many others when it comes to providing recognition and involvement in a personal, community-oriented manner.

They’ve shown us what works for the small and mid-sized charities, those community organizations that thrive on personal connections. They’ve got something to teach us, something to share. It’s about gratitude, about showing what these gifts have done, the lives they’ve touched.

Restore the  Sense of Belonging

Why are we losing donors? It’s more than economics; it’s about connection. Or the lack of it. We need to bridge that gap, to restore that sense of belonging that binds us all to something bigger than ourselves.

So what’s to be done? How do we keep these precious connections alive, from the Silent Generation through Baby Boomers and on to Generations Y and Z? It’s about more than just remembering; it’s about engaging. About honoring those who have given so much and inspiring those who are just starting to give.

I’m putting this out there to you, to all of us who care about these things. It’s time to think, to share, to act. Let’s find and share ways to keep our donor communities strong, not just for today, but for the tomorrows to come.

Your thoughts? Your actions? They matter. Please share. Let’s start now.

Roger

5 responses to “The Case of the Disappearing Donors”

  1. Jay Love says:

    Roger, the idea has merit. Surely there are a few nonprofits that have already put these concepts in place that could be highlighted in a future post.
    Personally, of the nearly 20 charities my wife and I support only 2-3 have involved our three children in any manner. Time will tell if that stirs any annual giving or major gifts. I have a hunch that it will…

  2. Bob Hartsook says:

    Roger, you always write important messages. As you know almost 40 years ago, I led at an emerging university in five years to one of only 30 $100 million comprehensive campaigns in the country. Both current and estate gifts were included. Over 20 new facilities were initiated and close alumni and community friends who loved the University were encouraged to have a role, among them included a founder of Pizza Hut, Rent-a-Center, #3 EVP of Boeing and many other successful men and women.

    Thirty five years ago, I left that university to create my company. However, I have kept an eye on how my successor(s) would handle commitments I on behalf of the university. Luckily, my successor, just retired serving 35s+, not only fulfilling my commitments, but grew her own legacy of major donors and others. In fact, particularly after my retirement, she has invited me for special events surrounding those donors.

    My point is to illustrate a successful transition and impact. The university is now a well respected urban research university, hundreds of millions of dollars in research funding annually, increased enrollment and become the second largest institution in that state. While philanthropy didn’t fund all of that. The success of that campaign laid out a positive set of expectations and respect. Thank you for your influence on me.

  3. Craig Cline says:

    Roger, yours is as fine an article of advice as can be written on this topic — about A-LIST ACTIONS by NPOs — actions their “family” members richly deserve. Thank you!

  4. I love this Roger. (And thank you for including me.)

    It’s bigger thinking, more human thinking. It’s not moves management, but connection. We can do it, and it’s not even that hard. The toughest part is probably shifting how we think. And you have given us a spotlight on how to do that!

  5. Lisa Sargent says:

    What if we didn’t wait for donors to die. This is it in a nutshell, Roger. I’m thinking of three times I experienced this — once, as an in memoriam donor who received an anniversary card that fell prey to bad data and totally botched my mom’s name, and two other times as a fundraising copywriter striving to create the exact opposite of the awful emotions I experienced as a crestfallen family member all those years ago. When we get our donor communications right, THIS is what it’s about: not names on lists, but grace and generosity and humanity and legacy, and helping people feel a part of something bigger than ourselves in a world that desperately needs more of that. And continuity. If everything we do and write and say could be wrapped up in this — and in your amazing insights on family (running with those) — well, let that be our legacy… and our mission.
    (And echo Mary: thank you to infinity and beyond for including me. Still learning. Forever learning. :-))

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