How to find the right fundraising platform for your nonprofit

Being a nonprofit fundraiser is hard enough without being hampered by clunky, expensive tools. But finding the right fundraising platform for your organization takes work, especially if you’re looking to expand your small-dollar donations. You need time to research and test the options, and you might have to convince stakeholders with different priorities to trust you (hello, board members!) — all while keeping up your current fundraising numbers. To help nonprofit fundraisers everywhere, we’ve put together a list of questions you should ask when researching a new fundraising platform.

1. When was the last time you did a deep dive into your online fundraising?

Tech-native millennials are now 20-40 years old and will only become a larger part of your donor base as time passes, so in order to create sustainable fundraising programs most nonprofits today need to prioritize online grassroots donations. You probably know off the top of your head which big grants you’ve been awarded so far this year and which ones you’re waiting to hear about, but tracking online giving can be a lot more complicated. From dollar volume to donor retention, there’s a lot to look at! If you haven’t analyzed your online fundraising recently, take stock before you start researching new tools so you know what you need in a platform.

If it’s hard to get a good picture of your online giving with your current platform, then you know to look for a platform with easy access to reports and analysis. With AB Charities your reporting and refund data is front and center on your Dashboard, we make it easy to download CSVs for any time period or donation type, and we also have integrations with various CRMs. Your Dashboard is also home to multiple graphs, pie charts, and maps that are constantly updated to help you analyze everything from donation bands to geographic interest in your cause.

2. Will the new platform help your staff grow their digital skills and give you capacity you didn’t have before?

If you’re switching platforms, look for something that will help you raise more money and learn more. A transition is the perfect time to expand the scope of your team’s work and start building new skills. At AB Charities, we love to talk digital strategy and give advice to folks using our platform! Our fundraising experts can help you with the basics of a good digital program, from building email lists to writing effective fundraising emails, or help you implement more advanced strategies and tools for growing your small-dollar donor base. We love helping nonprofits fundraise better because we know that money will help them power more good work.

3. Does the fundraising platform have the right (money-making) features?

Don’t pick a platform because it has the most features — pick a platform that has the right features! Look for specific tools that will actually raise more money, not take up space or be so complicated that setting them up is a waste of time.

Any platform worth considering should make it easy for you to customize the look and feel of your contribution forms so they fit with your brand, but don’t stop there. AB Charities comes with an ever-expanding suite of intuitive tools that both novice and veteran fundraisers can use to connect with more grassroots donors and raise more money. With our smart recurring feature, you can easily customize a pop-up that will ask donors to make a smaller sustaining donation after giving a one-time contribution. And with our remarketing feature you can write a follow-up email to donors who visited your page but didn’t finish their contribution, and we’ll send it for you — no CRM required!

4. Will the platform make it easier for your donors to give?

Your fundraising platform should not only make your life easier — it should also positively impact your supporters. After all, if you switch to a platform that hurts your donors’ giving experience, what was the point? Online contribution forms that are easy for donors to use will increase your conversion rates in a real way, which is why all AB Charities forms are automatically mobile-optimized and constantly being tested and redesigned by our engineers for even better results.

Another common barrier for online donors is keeping track of which donations need to be updated when credit cards change. That’s why we’re proud to have a (free!) integration with Account Updater that automatically updates lost and expired credit cards used for recurring contributions made on AB Charities. Not only does this save time for your donors, it also helps you raise more money without having to lift a finger.

We’ve also seen that donors like being able to save their payment info so they can give easily in the future, which is why we built ActBlue Express. Five million small-dollar donors (and counting) have saved their credit card information with us and can give to any group using our platform with a single click. We offer Apple Pay for the same reason!

5. Will the tools be obsolete in a few years?

We all know it takes a while to get comfortable with even the most user-friendly fundraising software, so make sure you invest in tools that you can depend on for the long run. Look for platforms that try to stay one step ahead of trends, have the resources and staff to innovate, and don’t require you to pay to upgrade to the latest version or get new features.

AB Charities is a nonprofit first but a tech organization second, so we’re always working on something new. We have an entire team of engineers constantly running A/B tests on our contribution forms, and when their tests lead to higher conversion rates they apply the results sitewide so everyone benefits. We already offer integrations with many CRMs and platforms, and we also have open webhooks for you to make your own. And as a mission-driven organization, we love to hear from our users about new features you’d like to see!

6. Can you actually count on the platform’s support services?

Even the most experienced fundraisers need help at some point, and when it’s crunch time you might not have hours to sift through complicated online guides. Make sure there is a real person you can contact who wants you to succeed, not just a support email. In addition to giving you strategic fundraising advice, our team is available to answer questions at any time of the day.

7. Can you afford the fundraising platform?

There’s nothing worse than getting excited about new tools only to learn you’ll have to pay exorbitant fees and sign a years-long contract. As a nonprofit ourselves, we don’t use contracts or charge anything to use our tools. There’s a 3.95% credit card processing fee on all donations, and that’s it. All of the features and customer support we’ve mentioned in this post come standard — the smallest community nonprofits get access to the same tools national charities use. We believe in the potential of small-dollar donors to revolutionize the way nonprofits run, so we want to help as many organizations as possible!

We hope these questions will make your quest for a new fundraising platform easier and help you come away with the best tools for your team’s long-term needs. If you’re looking to make a change now or simply want to test AB Charities, email us at support@actblue.com and we’ll help you set up an A/B test with your current platform!