Ready to Make your Donor Engagement Easier?

If your nonprofit fundraising team is juggling multiple responsibilities, creating a donor engagement plan can feel like one more task that falls through the cracks. But the right plan doesn’t have to add work—it should reduce it. When your whole team has CRM access, your donor engagement strategy can become a shared system that runs smoothly in the background, guiding every interaction with clarity and purpose.

1. Start with a clear moves management framework

A well-structured donor engagement plan starts with clear “moves” that guide each supporter through their giving journey. These moves can include calls, meetings, event invites, or acknowledgments—each designed to deepen relationships step by step.

With Julep, moves management is built directly into the CRM. Fundraisers can drag and drop prospects through cultivation stages, assign follow-up tasks, and track progress on a clean dashboard. When everyone on your team—from development staff to volunteers—can see these moves in real time, it prevents overlap, missed steps, or disjointed outreach.

For fundraisers, this means less administrative chaos and more coordinated action that moves donors forward.

2. Leverage unlimited users for organization-wide engagement

Most CRMs charge per user, but Julep includes unlimited users in every plan. That means you can give access to program staff, volunteer coordinators, communications teams, and board members—without worrying about cost or licenses.

Your donor engagement plan should outline who can view or update records and how each role contributes. For example:

• Program staff can log donor visits and event participation.

• Volunteer coordinators can flag opportunities that align with donor interests.

• Board members can note personal connections or introductions.

Custom user permissions keep sensitive information secure while allowing your whole team to contribute to the donor journey. This shared approach makes donor engagement a team-wide responsibility, not just a development department task.

3. Measure engagement beyond donations

A strong donor engagement plan tracks more than just dollars raised. To see a full picture of donor relationships, include metrics like:

• Number of moves completed per donor segment

• Meeting-to-ask conversion rates

• Event attendance and volunteer activity

• Donor advocacy actions like sharing your mission

• Retention and upgrade rates over time

Julep’s built-in reporting tools make it easy to visualize pipeline health, monitor activity across roles, and adjust strategy quarterly. By focusing on engagement metrics—not just revenue—you’ll spot opportunities to grow loyalty before it’s too late.

4. Integrate volunteer engagement into your plan

Many donors deepen their commitment through hands-on involvement. A thoughtful donor engagement plan should include pathways to connect giving with volunteering. Invite supporters to join committees, attend events, or advocate for your mission.

In Julep, volunteer hours and activities can be tracked within the same donor record. This creates a holistic view of engagement, helping fundraisers spot when someone may be ready to increase their support.

5. Activate your board as engagement ambassadors

Your board members hold powerful networks. When they can see donor information in your CRM, they can help build stronger relationships by:

• Making warm introductions

• Hosting or attending donor meetings

• Inviting prospects to board-led events

• Personally thanking donors

With unlimited users and permission controls, board members can engage strategically while keeping sensitive data protected. Incorporating a “board move” category in your donor engagement plan ensures their outreach aligns with your larger fundraising strategy.

Build a plan that works for your team

A modern donor engagement plan assumes everyone has access to the CRM—and turns that access into a structured, efficient engagement machine. With moves management, unlimited users, and powerful reporting, Julep helps fundraisers spend less time on admin and more time building real relationships.

Ready to make your donor engagement easier and smarter? Schedule a Julep CRM demo today.