A Better Giving Experience Awaits!
We’re thrilled you’ve partnered with Harness to provide your donors with a more seamless, gratifying, and automated giving and stewardship experience—all while saving you valuable time! 🙌
As with any change, some donors may feel hesitant or resistant to transitioning to a new system. Asking them to take a few minutes to create a new account and re-establish their recurring donation might be met with initial reluctance.
Here’s how to help your donors transition smoothly, along with an email template to get you started.
How to Communicate the Change
Our most successful partners have navigated this transition by addressing concerns proactively. While setting up a new account takes just a few minutes, the long-term benefits far outweigh this brief step.
Your tone and approach will shape how your donors receive and respond to the change. Communicating with enthusiasm and a “this will be worth it” mindset will make a difference. If you present this as a challenge, donors may see it that way, too.
Key Donor Benefits:
✅ Quick Setup – Less than 5 minutes to create an account and set up their new monthly gift.
✅ Instant Gift Confirmations – Immediate email & text message receipts for those who opt in.
✅ Exclusive Updates – Special impact messages & text updates.
✅ Personal Donor Dashboard – Full access to giving history, receipts, and account management.
Donor Transition Email Template
Transitioning your donors smoothly is all about clear communication and reassurance. Below is a donor email template you can use to introduce the change in a positive, engaging way. Feel free to customize it to reflect your organization's voice and mission.
Subject: Action Needed: Complete Your Giving Transition in Minutes!
Dear [Donor’s Name],
We are incredibly grateful for your support of [Organization Name]!
As we continue to grow and enhance our services for [clients/mission], we’re also improving your giving experience. Our new system offers a quicker, easier, and more mobile-friendly way to give while keeping you instantly updated on the impact of your generosity.
By taking just 5 minutes, you can set up your new account and continue your secure monthly giving. Click here to get started: [Insert hyperlink to donation page]
Please note that your current monthly gift is unable to transfer over without following these steps:
1️⃣ Create your new donor account and set up your monthly gift.
2️⃣ Complete this by [insert deadline] to ensure uninterrupted support.
3️⃣ [Explain what happens to their old gift—whether they need to cancel it or if you will handle it].
Thank you for growing with us and allowing us to better serve you—the supporters who make our mission possible every day!
If you have any questions, please reach out to [Organization Contact Name] at [Organization Email/Phone].
With gratitude,
[Your Organization Name]