--- title: "What to Send on a Donor's Giving Anniversary" slug: donor-giving-anniversary description: "A giving anniversary note is a short, personal message on the date of a donor's first gift. Here's what to include, what to leave out, and samples you can use." publishedAt: 2026-10-02 status: published category: keeping-close tags: [giving anniversary, donor stewardship, donor communication, donor journey] featured: false readingTime: 6 takeaways: - "A giving anniversary note marks the date of a donor's first gift. It's personal because it runs on their calendar, not your fundraising calendar." - "Include the date, what has happened since they first gave, and one specific progress fact. Leave out the ask." - "First-year anniversaries matter most. In 2025 only 18.9% of first-time donors gave again (Fundraising Effectiveness Project), and a one-year note can arrive right when they're deciding." - "Tracking anniversaries takes one column: first gift date. Sort by month and send this month's notes in one short sitting." --- Most donors hear from nonprofits on the nonprofit's schedule: the spring appeal, the gala invitation, the year-end letter. Almost nobody hears from an organization on a date that's about them. That's what makes a **giving anniversary** note so effective. **A giving anniversary note is a short, personal message sent on or near the date of a donor's first gift, saying how long they've been part of your work and one specific thing that's happened since.** It asks for nothing. It just tells the donor you remember when they joined you, and that it mattered. ## Why does a giving anniversary matter? Because it's one of the few moments in a donor's relationship with you that belongs to them. Every other moment in a typical year is organized around your campaigns. The anniversary is organized around their [giving journey](/learn/donor-journey). It also tends to land at a useful time. Think about a first-time donor. The [Fundraising Effectiveness Project](https://publications.fepreports.org/archive/2025-q4/retention-by-donor-type/) found that only 18.9% of people who gave for the first time in 2024 gave again in 2025. A one-year anniversary note arrives exactly when that first gift is about to slip into "lapsed" territory. A warm reminder that their gift is still working can be the difference between a second year and a quiet goodbye. For long-time donors, the anniversary is a chance to say something your appeals never quite say: we've noticed you've been here a long time, and we're grateful. ## What should a giving anniversary note include? Keep it to four ingredients: 1. **The date or the length of time.** "A year ago this week" or "five years ago this month." Specific beats vague. 2. **What has happened since.** One or two sentences about how the work has grown or changed. 3. **One progress fact.** A number, a name, a small story. If you need ideas, here's how to [show donors their impact](/learn/show-donors-impact) without a newsletter. 4. **A thank-you from a person.** Signed by you, a board member, or someone they'd recognize. ### What to leave out - **The ask.** No donate button, no "consider renewing." The note's power comes from wanting nothing. - **Their giving total.** "You've given $1,250 since 2021" can feel like an invoice. Focus on what happened, not what they paid. - **A long list of accomplishments.** One good fact beats your annual report. ## Sample anniversary notes ### One-year anniversary > Hi Rosa, > > A year ago this week you made your first gift to the garden program. I wanted to tell you what's happened since. We've added two new plots at the Eastside school, and this summer the students grew enough produce to send home with 40 families. > > Thank you for being part of the first year of this with us. > > Dana, Executive Director ### Five-year anniversary > Hi Tom and Jen, > > Five years ago this month, you gave to our literacy program for the first time. Back then we worked with 15 kids at one library. Today it's 80 kids at four libraries, and last spring our first group of students finished middle school reading at grade level. > > You've been with us for all of it. Thank you. > > Dana ### Monthly donor anniversary > Hi Sam, > > It's been one year since you started giving monthly. Twelve gifts, every one of them right on time. Together with our other monthly donors, that steady support kept the food pantry open every Saturday this year, even in August, when we used to close. > > Thank you for being one of the people we can count on. > > Dana Each of these is under 80 words, takes a few minutes to personalize, and asks for nothing. ## Should you send anniversary notes to every donor? Ideally, yes. If you need to prioritize, start here: - **First-year anniversaries.** These donors are the most fragile and the most likely to be won over by a personal note. - **Milestone years** (5, 10, 15). Long loyalty deserves a moment. - **Monthly donors' first year.** It's easy to forget them because the money arrives automatically. Here's more on [thanking monthly donors so they stay](/learn/thank-monthly-donors). If someone has lapsed (no gift this year), an anniversary note is still a good idea. It's a gentle, no-pressure reason to reach out. Treat it as a check-in, not a win-back appeal. ## How do you track giving anniversaries? You need exactly one piece of information: **the date of each donor's first gift.** Most donation platforms and spreadsheets have it somewhere. A simple method: 1. **Add a "First gift date" column** to your donor sheet if it's not already there. 2. **Add a "First gift month" column** that pulls out the month (most spreadsheets do this with a simple formula). 3. **On the first of each month, filter** for donors whose first gift month matches the current month. 4. **Send this month's notes in one sitting.** For most small nonprofits that's a handful of donors, maybe 20 minutes of work. If your data has duplicates (the same person entered twice with slightly different names), merge them first, or you'll miss real anniversaries and send duplicate ones. ## Email, card, or call? Any of them works. A few guidelines: - **Email** is fine for most donors and the easiest to keep consistent. - **A handwritten card** is lovely for milestone anniversaries and long-time donors. Mail it a few days before the date. - **A call** is ideal for five- and ten-year donors and for your most engaged supporters. Voicemail counts. Whichever you choose, the content stays the same: the date, what's happened, one fact, thanks. ## How does the anniversary fit into the bigger picture? The anniversary is one of several moments that keep a relationship warm between appeals. It works best alongside the others: a prompt thank-you, a progress update in the first few months, a note when a donor gives more than usual. Together they mean donors hear from you about progress more often than they hear about need. That balance is much of [how often you should contact donors](/learn/how-often-contact-donors) and what you should say when you do. ## Where Perennial fits [Perennial Giving](/) tracks every donor's first gift date and surfaces anniversaries as they come up, with a plain reason ("First gave one year ago today."). It drafts the note in your voice using your latest progress updates, and you approve it in a tap. If you prefer the spreadsheet method above, that works too. The point is that the date doesn't pass unnoticed. ## A note that asks for nothing The giving anniversary is a small gesture with an outsized effect. It tells a donor that you remember them as a person, not just as a line in an appeal list. Find the date. Mention what's changed. Share one fact. Say thank you. Then let the note do its quiet work. --- Source: https://perennialgiving.com/learn/donor-giving-anniversary *Perennial Giving is a donor retention engine for small nonprofits. It notices who needs to hear from you, drafts the message in your voice, and you approve it in seconds. https://perennialgiving.com*