View Category: Peer to Peer

Building a 360° Donor View: How to Turn Peer-to-Peer Fundraising Campaign Participants into Lifelong Supporters

Peer-to-peer fundraising campaigns are popular among nonprofits because they make it easy to reach new audiences and raise meaningful revenue. And many succeed, in terms of fundraising. But once the acknowledgements go out and the peer-to-peer campaign’s totals are counted, what happens?

Most organizations treat their peer-to-peer (P2P) fundraising campaigns as events instead of relationship opportunities. They measure success in dollars raised and forget about the donors behind those sums, the campaign ambassadors who created fundraising pages, the friends and family who donated to support, the first-time givers who clicked a link on social media and never heard from the organization again.

This lack of attention is a serious miss for the long-term health of the organization. In this article, we will explain how to steward P2P fundraising campaign participants for long-term support, and the data you’ll need to do it.

The Two Constituents You’re Probably Stewarding Incorrectly

When a P2P fundraising campaign runs, two very different types of supporters stand out, but they’re almost always acknowledged in the same way.

The first is the peer fundraiser, a supporter motivated enough to advocate for your cause by soliciting donations from their network. This person isn’t a passive donor; they’ve demonstrated they’ll work on your behalf. They deserve to be stewarded like the important advocate they are.

The second is the peer donor, the friends, colleagues, and family members who gave because someone they trusted asked them to. Many of them had no prior relationship with your organization. Your organization will have to close that education gap with proper communication.

Most nonprofits treat both groups exactly the same. They get a receipt and hopefully a thank you note. But neither the fundraiser nor the donor receives outreach that acknowledges who they actually are or why they actually gave. That’s two high-value relationship segments receiving the same generic experience.

The key to fixing this is recognizing that these are different people with different motivations and very different stewardship needs. More on that later.

What Complete Donor Records Actually Look Like

A 360° donor view isn’t just a spreadsheet with more rows. It’s an updated CRM profile that gives your team the context it needs to send updates that are relevant and timely.

A complete supporter record includes:

  • Giving history — Beyond dollar amounts, giving histories should include campaign participation, gift sizes over time, and the method of giving
  • Campaign participation — Was this person a donor, fundraiser, or both? How long have they been engaged with your organization?
  • Peer network connections — What campaigns did they fundraise for and who gave to their page? Connecting these social links will show how your organization is embedded in a community.
  • Communication preferences — In addition to how they prefer to be reached, it’s helpful to have an idea of what kinds of content (impact reports, newsletters, etc.) they respond to.
  • Relationship to the cause — Is their connection to your organization personal or professional? How did they get involved with your org?

When all of these dimensions live together in one unified record, your team can make informed decisions instead of educated guesses.

Where the Data Gaps Happen in P2P Fundraising Campaigns

Even organizations with strong data practices tend to struggle with peer-to-peer data, because these campaigns introduce a complexity that internal giving doesn’t: there’s an ambassador fundraising for you and, often, another platform (like GoFundMe Pro, GiveCampus, Fundraise Up, GiveButter, Tiltify, etc.) in the mix. All of these tools gather important information but mapping it and moving it into your CRM isn’t so straightforward.

Plus, there’s your fundraisers who have important information: fundraiser motivations, donor messages, social sharing activity, some of which never makes it into your CRM at all because there’s no process for moving it.

The result is a CRM full of incomplete records: people who gave to your organization but look like strangers because the context of their giving never made it in. As a result, you hesitate to act on the numbers you see because you know they aren’t reliable.

What Good Integration Makes Possible

What do we mean by good integration? It means unity across your tech stack: unsubscribe data flows between email marketing and your CRM; event registrations move smoothly between Eventbrite and your CRM; financial data is easy to post to the general ledger and always adds up. You can trust the numbers you see, and you never have to hunt for them. You have access to fresh, accurate information and have the confidence to act on it.

When P2P data flows cleanly and completely into your CRM, new engagement and stewardship possibilities are available to you. Here’s what good integration enables:

First, you have new opportunities because you have more time to think creatively. Your team stops spending hours manually cleaning and importing data after every campaign. The records that come in are matched intelligently against existing constituents, so a donor who gave through a P2P page last year gets their new gift added to their existing record, not filed under a duplicate. Peer fundraiser data is linked to peer donor, so you can surface these social connections.

More data means more connections. Major gift officers can now see that a high-capacity donor in their portfolio has been quietly funding three different pages for four years. Your volunteer coordinator can pull a list of every peer fundraiser from the past two campaigns and reach out with a targeted ask. Your donor relations team can segment P2P-acquired donors separately, acknowledging that they came to you through someone they trusted and building on that foundation.

That’s what good integration makes possible: not just cleaner data, but smarter relationships built on what you know.

Conclusion: Every Peer-to-Peer Fundraising Campaign is a Starting Point

The most important mindset shift an organization can make about P2P campaigns is that the campaign doesn’t end when the fundraising closes. That’s when the relationship begins.

Every peer fundraiser who activated their network for you is a potential volunteer leader. Every peer donor who gave because someone they loved asked them to is a potential lifelong supporter, if you meet them where they are and give them a reason to stay.

But none of that is possible without the data foundation to support it. A 360° donor view isn’t a luxury for large organizations with sophisticated tech stacks. It’s the baseline infrastructure that allows any organization to honor the relationships it’s already building.

At Omatic, we work with nonprofits to close the gap between where their data lives and where it needs to be, so that every constituent record reflects the full picture of who that person. Because when the data is complete and trustworthy, the stewardship will be too.

Ready to get a 360-degree view of your supporters? Learn about Omatic Cloud today.

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