# Donor experience a focus for most but balancing income targets presents challenge, IoF report shows

- Link: https://fundraising.co.uk/2018/07/05/donor-experience-focus-most-balancing-income-targets-presents-challenge-iof-report/
- Published: 2018-07-05T07:36:40+01:00
- Author: Melanie May

**Almost three quarters of charities say that building a great donor experience 
is the bedrock of their fundraising and communications but balancing short-term 
income targets against longer-term donor experience activities is a challenge, according
to IoF research on the donor experience.**

One year on from the launch of the Commission on the Donor Experience’s reports,
the [_Improving the Donor Experience_](https://www.institute-of-fundraising.org.uk/guidance/research/improving-the-donor-experience/)
report released at the Fundraising Convention on 4 July by the Institute of Fundraising(
IoF) and supported by Salesforce.org looks at the actions and plans fundraisers 
are putting in place to improve and review their donor experience.

The findings are based on feedback from over 300 fundraisers across the UK, on who
is responsible within charities for improving the donor experience, the specific
actions that organisations had adopted, as well as snapshot case studies from three
organisations, Action Aid, Meningitis Research Foundation and Innovista, about what
they had done over the year to improve the experience of their supporters.

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It shows that change is beginning to take place across charities of all sizes, with
85% of small charities and 56% of larger charities (69% overall) stating that they
go out of their way to meet the needs of their supporters. 74% of respondents also
said that building great donor experiences with the aim of satisfying donors is ‘
the bedrock’ of their fundraising and communications.

Smaller charities were the most likely to agree with the statement that ‘they go
out of their way to meet the needs of our supporters’ with 85% saying they agree
or strongly agree with the statement, compared with 72% of medium-sized organisations,
and 56% of larger organisations.

88% of respondents said that someone had responsibility for reviewing the donor 
experience and instigating change within their organisation, with 40% of indicating
that the responsibility was shared across teams and departments, and almost a quarter(
23%) saying that the Fundraising Director has the main responsibility for this. 
Within larger charities, responsibility is more likely to be shared across teams,
while in smaller charities it’s most likely to be the Fundraising Director’s task.
However, only 28% of respondents said they include information on their donor experience
as a regular part of their reporting to the Board of Trustees.

#### Challenges

Looking at some of the challenges, 20% of respondents say that their organisation
is resistant to change and they don’t know where to start. The report also shows
that 47% of charities said the pressure to achieve income targets does not allow
them to review their donor experience, with 68% overall believing that money raised
is the primary concern for their fundraising team. 53% say that the short-term objectives
of the organisation always take precedence over embedding longer-term changes, while
just under a third of respondents (30%) felt that they need to be convinced that
specifically investing in the donor experience will raise more money.

Many charities are actively looking for help to improve however:

 *  69% would like simple ‘how to’ guides.
 *  28% said that they would or are considering offering training to all staff on
   what they need to do to give donors a great experience.
 * 76% would like case studies of other organisations who have successfully improved
   their donors’ experiences.
 *  59% would like to see evidence that improving donor experiences increases income.
 *  58% would like shortened digests of the Commission on Donor Experience project
   recommendations.

Amanda Bringans, Chair of IoF said:

>  “Fundraisers are committed to understanding and improving the experience of their
> supporters so that we can continue to develop long-term relationships with our
> donors. I’m encouraged by the findings, which show that fundraisers and charities
> are doing specific work on this area and look forward to the IoF continuing to
> promote and support our members as they strive to do continually improve the experience
> of our donors.”

Rob Acker, CEO, Salesforce.org added:

>  “Today, we see the Donor Experience Project evolving from a set of best practices
> into a conversation within the sector, and a movement in its own right. Change
> is already underway and can be attributed to the sector, its supporters and its
> industry partners. This report is the continuation of a journey for the sector,
> one that Salesforce.org is proud to support.”

 * **[Why ‘Asian’ and ‘Chinese’ tick-box categories don’t tell charities enough, says nfpResearch](https://fundraising.co.uk/2026/08/17/why-asian-and-chinese-tick-box-categories-dont-tell-charities-enough/)**(
   17 August 2026)
 * **[Occam to present at Perfect Pitch – Donor Retention and Management](https://fundraising.co.uk/2006/05/24/occam-present-perfect-pitch-donor-retention-and-management/)**(
   24 May 2006)
 * **[Building Anthony Nolan around supporter engagement](https://fundraising.co.uk/2016/06/06/building-anthony-nolan-around-supporter-engagement/)**(
   6 June 2016)

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