July 25, 2025

5 Things to Consider When Building a Fundraising Program for Preservation

In the first six months of 2025, the fundraising landscape for nonprofits, including organizations centering inclusive history, humanities, and preservation, shifted with the loss of significant funding from the federal government. The ripple effect of these cuts had an almost immediate impact on budgets and staffing, further limiting the ability of these organizations to serve their communities.

With that context in mind, now is the optimal time for organizations to reconsider (and in some cases start) a fundraising program to expand, diversify, and adjust fundraising strategies to create a stable foundation of support.

Here are 5 things to consider as you reinvent or build out your fundraising program for preservation:

Exterior of Lyndhurst mansion in the fall.

photo by: Clifford Pickett

Lyndhurst, a National Trust Historic Site, is one of 27 historic sites that are a critical part of the National Trust story.

1. Improve your storytelling by refreshing your case for support.

One of the key ways to improve storytelling for fundraising is to take an honest look at your case for support and keep it current. Share stories of visitors, students, and program participants to demonstrate how your work benefits the community and the audience that you serve. What changed in someone’s life, or within a community, because of the work your organization is doing? In short: focus on the impact of your work.

In addition to impact, use active language that is current and forward-looking. Emphasize urgency (why giving now is essential) and how donations can help you achieve your immediate or near-term goals. Include some high-level data points so that the donor is clear on who you reach and what sets you apart in how you do the work.

Make sure you create simple talking points your staff, board, and committees are comfortable using. Invest in storytelling in person, in print, and online. Your message should be consistent across all your communication channels.

Make sure [your story] is human centered and benefits the community and the audience you are serving.

2. Be clear in your storytelling and build connections between mission and impact.

A key part of refreshing your storytelling is building stronger connections between fundraising and your mission, so that your donors can easily grasp how their support will make a difference. To make those links clear, it is worth answering some high-level questions as part of that process:

  • The Opportunity—What is at stake and why now?
  • The Vision—Where are we headed?
  • The Need—What do we need to change?
  • The Solution—What are we doing to get there?
  • The Investment—What will it take (financially, strategically)
  • The Impact—What difference will this make?
  • The Ask—How can the donor be a part of this?

3. Invest in growing philanthropy from individuals.

In fundraising, the greatest return on investment involves building relationships with individuals and inspiring major gifts. But it takes time to make this happen. Individuals must first be connected to and informed of your organization. They need to really understand your mission and vision. Then, it is important for you to understand what donors care about and what impact THEY want to have in the world. Find connections between their passions and your mission and priorities. This will help you better understand how to engage and inspire future gifts.

If you are launching a new program, work with your current organizational leadership and other leaders in your community to identify a list of folks who might be interested in learning more about the program. Review the current giving of your donors, and if people are giving through donor advised funds (checks may come from a charitable investment fund such as Fidelity or Schwab, or a community foundation), this is a good indicator of financial resources. Then, consider who else to reach in your community by looking at other organizations that have existing donor programs, and who your board members or leadership might already know.

Begin engaging with your mid-level donors and ask why they are giving and what inspired their giving. Ask them to invite a few friends with similar interests to an upcoming event. Find ways to involve your donors with the impact of their giving (eg, invite them to participate in public programs and tours, 1:1 meetings or lunches, opportunities to travel, and more).

From the beginning, it is important to have plans in place for donor stewardship and regular touch points to illustrate the impact of their giving and thank them for their support. If you have donors who have been giving for ten plus years, talk with them about making a planned gift and sustaining their support while leaving a legacy. Also ensure you have planned giving tools and ways of giving in your materials and on your website.

4. Launch or grow your annual fundraising campaign.

While with a small staff, the emphasis is always going to be on larger gifts, it’s important not to neglect your annual giving and/or membership program. Today’s smaller donors will be your future major and planned gift donors.

It is key to focus on retaining as many donors as possible year-over-year. This is the least expensive way to build your annual revenue. Creating a monthly giving program, stewarding donors, and using multiple channels for solicitation are ways to increase your retention. Never deprioritize thank you letters and renewal requests.

Donor acquisition is an important investment in your organization’s future. Two things you can do even without a large budget are to:

1. Train team members or volunteers to communicate impact and make an ask when they interact with the public and
2. Make it easy for individuals to contribute.

And don’t forget to use all channels to communicate. As important as digital outreach is, sometimes phone calls and physical letters still do the trick. Donors who interact through multiple channels have larger average gifts and higher retention rates.

Finally, keep track of metrics and know the principles behind direct marketing, which is both a science and an art.

Preservation Leadership Forum: Navigating the Unexpected

A group of people sitting around a table talking about a future Latinx preservation framework

This story is part of a summer series of webinars and content focusing on fundraising and job searching strategies for historic preservationists.

5. Grow supporters and partnerships.

You cannot do this alone. It is important to build ambassadors for your fundraising program. They can be members of your board, volunteers or other staff. Train them on your elevator pitch so when the opportunity presents itself, they feel comfortable enough to initiate the conversation.

You can also work with community partners. Those that share a similar audience can help both organizations expand their reach. Others will present opportunities to connect to entirely new audiences and introduce them to your mission. These collaborations also create great ways to engage corporate sponsors.

View of Boots Court on Route 66 at night with neon lighting up the building.

photo by: Jennifer Christianson

Boots Court is one of many places along historic Route 66, the preservation of which highlights a number of different National Trust priorities.

Download the full slide deck for additional resources and information and sign up for our training newsletter to find out more about an upcoming live Q&A with National Trust fundraising staff.

Donate Today to Help Save the Places Where Our History Happened.

Donate to the National Trust for Historic Preservation today and you'll help preserve places that tell our stories, reflect our culture, and shape our shared American experience.

Michelle Horton, is the vice president of institutional partnerships and strategy; Cari Maslow is the interim vice president of annual giving and development services; and Patty Winterton is the vice president of philanthropy at the National Trust for Historic Preservation.

By: Michelle Horton, Cari Maslow, and Patty Winterton

Have a story idea that might be interesting and engaging for a national audience? Read our Contributor Guidelines and email us at editorial@savingplaces.org.

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