The Art of the Summer Follow-Up: A Simple Approach to Staying Connected

Summer often brings a slower pace – and a natural dip in donor engagement – but it also creates a window of opportunity. At the Community Foundation of Greater Des Moines, we see this season as a strategic time to strengthen relationships through thoughtful and consistent outreach.

Rather than making an ask, focus on connection. A simple touchpoint now can build trust and set the stage for more meaningful engagement later in the year.

Simple Ways to Reconnect

Lead with Gratitude
A short, sincere thank you—by email or handwritten note—reminds donors their support matters.

Share a Quick Update
Offer a brief story, photo or behind-the-scenes moment that shows their impact in action.

Invite Light Engagement
A one-question check-in can keep donors connected while showing you value their perspective.

Offer a Preview
Share a glimpse of what’s ahead this fall to build anticipation and a sense of belonging.

Don’t Miss a Key Summer Check-In
As many donors travel and revisit their personal plans, summer is also an ideal time to gently encourage a broader check-in—particularly around estate planning.

A simple reminder can go a long way:

• Have there been any updates to your will or estate plans?
• Do your plans still reflect the causes and organizations you care about most? 
• Have you considered including or updating a nonprofit beneficiary? 

These conversations are not about urgency – they’re about alignment. Encouraging donors to revisit their plans ensures their legacy continues to reflect their values, including the charitable impact they want to make.

You don't have to navigate these conversations alone. The Community Foundation serves as a resource for you and your donors. If your organization is looking to deepen its impact through planned and legacy giving, we're here to help you get started—or take the next step.