Use the tips below to attract top speakers in your industry and write an engaging invitation that helps bring the high-quality talent you want to your event.

Why a Strong Invitation Letter Matters

An invitation letter does more than share event details. It signals how your association approaches professionalism and relationships. A thoughtful message shows that your team is organized and intentional, giving the speaker confidence in your ability to host a meaningful program.

When you take time to connect their expertise to your event goals, the request feels genuine rather than generic. A personalized letter demonstrates that you understand the value they bring. This not only increases the likelihood of a positive response but also lays the foundation for a strong relationship that can extend to future events or collaborations.

Key Elements of an Invitation Letter for Guest Speaker

Several elements make an invitation letter stand out and attract the right speakers. Be sure to include the purpose of the event, a personalized message, event logistics, speaking role and compensation. Covering these essentials shows professionalism and respect for the speaker’s time, making them more likely to accept.

Clear Purpose of the Event

Your invitation should state the type of event, the date and the audience you expect. A speaker who understands the purpose of the event and their role in it is far more likely to say yes. Keep the explanation clear and concise while still giving enough context to show why their expertise is a strong match.

For example, rather than simply writing “We would like you to speak at our annual conference,” you could say, “Our annual conference brings together over 500 professionals in the hospitality field who are eager to learn about new industry trends. Your recent research on guest satisfaction would provide practical insights that our members can apply immediately.” This type of detail shows the speaker why they are being asked and what their impact will be.

Personalization

Generic invitations are easy to spot. Instead, personalize every message to show that you know the speaker’s background and accomplishments. Mention a recent article, book, award or project to demonstrate that you are familiar with their work. This shows respect for their expertise and makes the request feel authentic.

For instance, you might say, “Your presentation on leadership at the Midwest Leadership Summit last spring resonated with our team. We believe your insights would be equally valuable to our members.” Adding specific references like this creates a stronger connection and helps your letter stand out among the many requests top speakers receive.

Event Logistics at a Glance

Include all the important logistical details in your letter. Share the date, time and location, or provide clear instructions if the event is virtual. Indicate the expected audience size and profile so the speaker knows who they will be addressing.

With hybrid events becoming common, you may want to specify whether the program will be recorded, live-streamed or interactive. A speaker who understands the format and audience expectations will be more confident about participating. Presenting these details in a clear and organized way shows professionalism and allows the speaker to make an informed decision without needing to request additional information.

Speaking Role and Value Proposition

Clearly outline the role you are asking the speaker to take on. This could be keynote presenter, panel participant, workshop leader, moderator or fireside chat guest. Be specific so there is no confusion.

Explain why their expertise is the right fit for the role and how it will contribute to the success of the event. For example, “As a leader in nonprofit governance, your perspective on volunteer engagement would add depth to our opening panel on member retention.” By linking their experience directly to the event, you build credibility and show that the invitation is intentional.

Honorarium, Travel and Support

Transparency about compensation and support builds trust. If your organization is offering an honorarium, travel coverage or accommodations, include that information clearly in the letter. Addressing these details early avoids misunderstandings and demonstrates respect for the speaker’s commitment.

Not every invitation will include a large honorarium, but you can also highlight other benefits. This might include professional exposure, networking opportunities, book sales, media coverage or recorded sessions they can repurpose. When speakers see both the financial and non-financial value of participating, they are more likely to accept.

Call to Action and Next Steps

Always include a clear call to action. Ask the speaker to confirm their availability and provide a specific date for their response so you can finalize planning. Include your direct contact information for questions or clarifications.

For example, “Please let us know by September 15 if you are available to join us as a panelist. You can reach me directly at 555-555-5555 or events@association.org.” Setting clear expectations for follow-up helps the process move forward smoothly.

Common Mistakes to Avoid in Invitation Letters

Avoiding a few common pitfalls can make your letter far more effective:

• Being vague about event details. Specifics show your event is well planned.
• Using an overly stiff or generic tone. Professionalism matters but warmth and sincerity are important too.
• Forgetting to mention compensation or support. Transparency is essential for credibility.
• Overemphasizing your organization rather than the speaker’s role. The invitation should be centered on their value.
• Ignoring accessibility or technical needs. Clarifying these early demonstrates consideration.
• Typos or formatting errors. Mistakes make the invitation look rushed or careless.
• Failing to include a contact person. Make it clear who the speaker should reach out to with questions.

Avoiding these mistakes communicates professionalism and increases the likelihood of a positive response.

Sample Invitation Letter for Guest Speaker

This sample works because it introduces the speaker to the event, clarifies expectations and compensation and provides direct next steps for response.

Tip: This template can be adapted for panels, workshops or virtual presentations by adjusting the role, length and format of the session.

Dear [Guest Speaker Name],

We would like to invite you to be a guest speaker at our upcoming event, [Seminar Name], hosted by [Your Organization’s Name]. The event will take place on August 31, 2025, from 9:00 AM to 2:00 PM at the Grand Ballroom Hilton in Boston, MA. The program will focus on [Seminar Theme].

The event is designed to showcase leaders in the literary world and bring together professionals, students and teachers with a shared passion for reading and writing. As an author with extensive accomplishments, we would be honored to feature you as our keynote speaker.

For your participation, we are offering an honorarium of $5,000, along with full travel and accommodation support.

Please confirm your availability by July 15, 2025. If you have questions or would like to discuss this opportunity, you can contact us at 413-111-2222 or event@help.com.

Thank you for considering this opportunity. We look forward to the possibility of working with you.

Sincerely,
[Name]
[Title]
[Organization]

Tips to Make Your Invitation Stand Out

Highlight Mutual Benefits

Explain what the speaker will gain from the event. Share details about audience size, relevance and exposure. Mention networking opportunities, the chance to connect with other industry leaders or the possibility of showcasing recent work. Pair these benefits with appropriate compensation to create balance and credibility.

For more inspiration on how to boost audience connection, explore these event engagement ideas.

Keep It Concise and Readable

An invitation letter should usually stay under 400 words. Busy professionals are more likely to read and respond when details are presented clearly and efficiently. Short paragraphs and clear formatting make the message easy to scan.

Use Association Branding

Send the invitation on professional letterhead or through a branded email template. Consistent branding reinforces your association’s identity and credibility. It also assures the speaker that the invitation is official and well organized.

Follow Up Politely

Allow at least a week for a response. If you do not hear back, send a short and friendly reminder. Even if a speaker declines, thank them for their time. Courtesy leaves a positive impression that could open the door for collaboration in the future.

Conclusion

A strong invitation letter helps you secure the right guest speakers and set the tone for a successful event. By being clear about logistics, transparent about compensation and respectful in tone, you make it easier for speakers to say yes. Thoughtful invitations not only help you confirm high-quality talent but also strengthen your reputation as an organized and professional association.

When your invitations are professional and personal, you increase the chances of securing top speakers for this event and create connections that can benefit your organization in the long term.

Ready to maximize the impact of your events? Download The Ultimate Guide to Non-Dues Revenue for Associations for strategies that help you attract sponsors, increase revenue and deliver more value with every program you host.

The post Crafting the Perfect Guest Speaker Invitation Letter appeared first on MemberClicks.

It’s a low-effort high-impact strategy that fits naturally into newsletters, websites, email campaigns and social media. This blog explores how affiliate marketing works, why it benefits associations and how to use it to increase revenue and deliver more value.

What Is Affiliate Marketing?

A Simple Definition for Associations

Affiliate marketing is a partnership where your association shares products or services from a company and earns a commission when members purchase through your link.

It works well for associations because members already see you as a trusted source. Recommending solutions that align with their professional or personal needs feels natural and builds credibility.

In simple terms, it is word of mouth with a digital trail. Your referral link tracks sales back to your association so you benefit each time a purchase is made.

Why It Fits the Association Model

Affiliate marketing works through partnerships with companies that provide products or services your members already want or need. Rather than creating and selling your own products, your association promotes a trusted partner. When members purchase using your referral link, your organization receives a commission.

The key is in choosing partners that align with your mission and members’ interests. Done right, affiliate marketing feels like a helpful recommendation rather than a sales pitch. That balance helps maintain trust while adding a new stream of revenue without requiring heavy investment.

How Affiliate Marketing Generates Non-Dues Revenue

The Revenue Mechanism

Affiliate marketing for associations uses a simple commission model. You share an affiliate link with your members. When they click that link and complete a specific action, most often a purchase, your association earns a commission. Payments may be a flat fee per sale, a percentage of the sale price or a fee per sign-up.

Tracking runs through unique link codes. Your affiliate partner supplies the links and records clicks, conversions and payouts in their system. Most programs pay monthly, although some pay more often. Once links are published the process is largely hands-off.

Why Associations Have a Built-In Advantage

Most organizations spend months building the right audience. Associations already have one. Your members are pre-qualified, industry specific and engaged.

You also have multiple communication channels in place, including newsletters, member portals, social media groups and events. These channels already support your membership funnel from awareness to engagement to long-term retention. That lets you promote affiliate products in ways that feel natural and aligned with your mission rather than interruptive or sales focused.

When you match relevant products to member needs, affiliate marketing becomes more than another revenue stream. It reinforces your value to members and strengthens your position as a trusted resource.

Best Channels for Promoting Affiliate Links

Not every channel performs the same for every audience. The goal is to place relevant offers where members already pay attention and to present them as useful resources, not ads. Use the mix below, then track what converts so you can double down on what works.

Association Newsletter

Your newsletter is a trusted space, which makes it ideal for affiliate offers that feel like member perks. Add a small, consistent module that readers come to expect.

• Create a “Featured tool” or “Member resource” slot with one clear benefit and one clear action.
• Rotate offers by theme, like compliance month or productivity week, to keep content fresh.
• If you can negotiate a member-only discount, call it out in the headline to lift clicks.

Pair the module with short success blurbs. A two-sentence testimonial from a member can outperform a longer product pitch and keeps focus on value.

Website

Give affiliate content a durable home and several natural touchpoints.

• Build a “Recommended resources” page that lists vetted tools by category.
• Add contextual links in relevant blog posts, guides and FAQs where the product solves a clear problem.
• Use light visuals like badges or small banners near related content, not intrusive pop-ups.

Keep the resources page updated. Retire low performers, keep high performers near the top, and show last updated dates so the page feels current.

Email Campaigns

Targeted email reaches members who are most likely to act.

• Segment by role, region or interest so each offer is relevant.
• Send short product spotlights tied to a real use case, not a feature list.
• Test one variable at a time like subject line, call to action, or placement.

Blend promotions with education. A three-part tip series that teaches a workflow, then closes with a related affiliate link, often drives higher trust and better click rates.

Social Media

Social lets you show quick wins and invite conversation.

• Share short posts that highlight one benefit and one action, then link in bio where needed.
• Use carousels to explain a mini process, with the product as step two or three.
• Tap hashtags your industry follows to widen reach without chasing vanity clicks.

Reply to questions in comments with simple answers and link back to a helpful page on your site. Keep disclosures clear and consistent.

Events and Webinars

Events give you a chance to demonstrate value in context.

• Feature relevant tools in session slides where they solve a pain point.
• Include links in agendas, handouts and follow-up emails so attendees can act later.
• Offer a limited-time deal for attendees to encourage quick decisions.

For virtual events, place the link in the chat and in the recap. For in-person events, add a short URL on slides and on a small card at the door so the offer is easy to find.

Best Practices for Success

The key to making affiliate marketing work for your association is to treat it as a service to members, not just a revenue stream. That means choosing your promotions carefully and keeping trust at the center of your approach.

Choose Relevant Products

Select products that solve clear member problems and fit your mission and overall membership benefits. Prioritize tools your audience already asks about or that align with programs you run. Score options against simple criteria like relevance, quality and support. If a product saves time or improves outcomes, it earns a place. If it feels off brand, skip it.

Be Transparent About Partnerships

Disclose affiliate relationships clearly and consistently. Place a short note near the link or at the top or bottom of the page and include it in emails. Example: “We may earn a commission if you purchase through our link at no cost to you.” Clear disclosure meets legal expectations and builds trust with members.

Track and Test Performance

Measure what matters so you can improve. Track click-through rate, conversion rate and earnings per click by channel. Use tagged links so you know which page, section or post drove the action. Test one thing at a time like headline, placement or call to action. Keep a simple dashboard so you can see winners quickly and retire low performers.

Keep Promotions Fresh

Rotate offers so members do not tune them out. Tie promotions to seasons, programs or events. Refresh copy and visuals and bring back proven offers a few times each year. Set channel caps so promotions do not crowd out education or news. This keeps engagement steady and protects your brand voice and ultimately help with membership churn.

Common Mistakes to Avoid

Affiliate marketing can be simple to set up, but it’s easy to lose momentum (or even member trust!) if you approach it the wrong way. A few common missteps are worth watching out for.

Promoting Irrelevant Products

One misstep is promoting products that have little or no connection to your members’ needs. Even if the commission rate looks attractive, irrelevant offers can make your communications feel cluttered or unfocused. Over time, members may start tuning out your recommendations entirely.

Sending Too Many Promotions

Another mistake is overloading members with too many promotions. If every newsletter, email or social post contains an affiliate link, your content can start to feel like advertising rather than valuable information. Keep a balance between promotional and educational content so members stay engaged.

Ignoring disclosure requirements

Skipping disclosure is also a risk. Many countries require organizations to clearly state when a link is an affiliate link. Beyond compliance, it’s a trust issue. Being transparent about the relationship helps maintain credibility.

Relying on One Channel

Relying on just one promotional channel limits your reach. An affiliate marketing effort that lives only in the newsletter might miss members who engage more through social media, events or your website. Spreading promotions across multiple channels gives you more chances to connect with your audience.

Putting Affiliate Marketing Into Action

Affiliate marketing for associations is a straightforward way to bring in more non-dues revenue while offering members resources they actually value. By sharing relevant products through channels you already use, like newsletters, your website, email, social media and events, you can create a steady income stream without adding significant costs or workload.

The key is to start small and stay focused. Choose one or two affiliate promotions that align closely with your members’ needs, and place them in the channels where you get the most engagement. Track results, see what resonates and expand from there.

If done with care, affiliate partnerships can strengthen your role as a trusted resource, help members find useful tools and boost your organization’s revenue in a way that feels both natural and sustainable.

Ready to explore more ways to grow your income? Download The Ultimate Guide to Non-Dues Revenue for Associations for proven strategies to build stronger, more resilient revenue streams!

The post Affiliate Marketing for Associations: Boost Revenue and Member Value appeared first on MemberClicks.

In this article, we’ll walk through what trial memberships are, the benefits and drawbacks, how to structure them and whether they’re the right move for your association. You’ll also get practical tips for making them work, and a few alternatives if you’re on the fence.

What Are Trial Memberships?

Trial memberships can look different depending on how your association operates. Before weighing the pros and cons, it helps to understand what they are, how they typically work and the main types you’ll see in the membership world.

Definition and How They Work in Associations

A trial membership is a limited-time offer that gives prospective members access to some or all of an association’s benefits without the full cost or commitment. It’s meant to give people a taste of what membership includes, whether that’s exclusive content, community access, events or services.

In trade and professional associations, trial memberships often serve as a recruitment tool. They can be part of a campaign to convert leads, warm up cold contacts or reactivate lapsed members. Some trials are fully open, while others are invite-only. Either way, the goal is the same: show value early and convert users into full, paying members.

Associations handle trial access in different ways. Some require users to sign up through a form. Others use email invites, codes, or CRM-triggered workflows. The structure depends on the tech you use and how tightly you want to control access.

Common Trial Types: Free, Paid, Limited Access

Not all trial memberships are created equal. The most common types include:

• Free trials: These offer either full or partial access at no cost for a short period, usually between 7 and 30 days. They’re low friction but can, unfortunately, attract non-serious users.
• Paid trials: These charge a small fee (usually something like $1 or $5) to weed out unqualified leads. They often result in higher conversion rates.
• Limited-access trials: These give access to only certain content or features, like a sample webinar or resource library, rather than the full experience.

Choosing the right format depends on your audience, your goals and how much you’re willing to give away during the trial period.

The Pros of Trial Memberships

Trial memberships can be a powerful recruitment tool when done right. They lower barriers, show off your value and help you learn what moves people to join. Here’s a closer look at the benefits.

Low-Commitment Entry Point for New Members

One of the biggest benefits of a trial membership is that it reduces friction. People may be curious about your association, but they are hesitant to pay upfront. A trial gives them a way in. No big decision, no pressure. It’s especially useful for early-career professionals or those comparing multiple associations.

A Chance to Show Real Value

It’s one thing to explain what your association offers. It’s another to let people experience it. Trials give prospects direct access to your content, community and support. This lets your value speak for itself. If your programming and benefits are strong, that exposure can do more than any sales pitch could.

Higher Engagement Early On

Trial members are usually more active during the trial period. They’re exploring what you offer and deciding whether or not it’s worth paying for. That window, often just a few weeks, is your best shot to show relevance. If you have strong onboarding and touchpoints in place, you can turn that short-term interest into long-term loyalty.

Better Conversion Insights and Feedback

With the right tracking in place, you can learn a lot from trial behavior. What do people engage with? What’s ignored? Where do they drop off? This kind of feedback helps you refine your membership offer. It also gives you better data on which leads are warm and worth following up with.

Growth Opportunity With Smart Follow-Up

A trial membership eventually ends, but it should lead somewhere. If you build a smart follow-up sequence, you can move many trial users into full membership. That might mean a limited-time discount, a personal email or a nudge with testimonials from current members. If done well, this kind of transition turns curiosity into commitment.

The Cons of Trial Memberships

Trial memberships aren’t a magic fix. Without a clear plan, they can add work, expose your content to misuse, or disappoint both prospects and existing members. Here’s where things can go wrong.

Increased Admin and Resource Load

Even short trials take time to set up and manage. You’ll need a way to register users, grant access, monitor activity and follow up. If your systems aren’t automated, this can quickly become a drain on your team. And if you’re running multiple campaigns, things can get messy without clear workflows.

Risk of Content Misuse or Repeat Signups

Some users may join only to download resources, attend an event, or collect email contacts and then disappear. Or worse, they might try signing up again with a different email. Without the right controls, you risk giving away too much to people who never intended to become members.

Lower Conversions Without a Strategy

A trial membership by itself doesn’t guarantee growth. If you’re not showing the right value at the right time—or if your follow-up is weak—most users will leave when the trial ends. That means time and resources spent with no return. You need a clear strategy for moving people from trial to full member.

Potential Pushback from Current Members

If trial users get access to content or perks that paying members see as exclusive, it can cause friction. Long-time members might feel the value of their dues is being undercut. To avoid that, be clear about what trial members can access and why the full membership still matters.

Are Trial Memberships Right for Your Association?

Trial memberships aren’t one-size-fits-all. They can work well for some associations and fall flat for others. Before launching one, take a step back and look at your goals, resources and audience.

Evaluate Your Goals, Resources and Capacity

Start with what you’re trying to accomplish. Do you want to grow overall membership? Increase awareness in a specific segment? Re-engage lapsed members? A trial can help with all of those, but only if you have the staff, tools, and time to run it well. If your team is already stretched thin, it might create more problems than it solves.

Consider Your Audience and Offer Type

Think about who you’re trying to reach. A trial membership may appeal to younger professionals, freelancers or those exploring a new industry. But it might not work for senior-level execs or long-time members of another association. Also consider whether a free, paid or limited-access trial fits best with their expectations and your capacity.

Know What You’ll Include—and What You’ll Hold Back

You don’t have to give away everything. In fact, holding back some member-only perks can help reinforce the value of upgrading. Maybe trial users can view webinars but not download slides. Or they can access community forums but not vote in board elections. Decide in advance what’s fair and what’s off-limits.

How To Structure a Trial Membership Program

Once you’ve decided to offer a trial membership, the next step is figuring out how to set it up. The details, like how long it lasts, what it includes, and how people move from trial to paid, can make or break its success.

Choose the Right Duration

Short trials (3-7 days) create urgency but may not give enough time to explore your offerings. Longer trials (30 days or more) offer a better experience but risk losing momentum. Somewhere in the 7-14 day range often works best for associations, as it gives trial users time to engage without dragging things out.

Free vs. Paid Trials: What’s the Difference?

Free trials are easier to promote and remove friction completely, but they also attract more casual users. Paid trials, usually at a small fee, can help qualify leads. People who are willing to pay even a little are more likely to convert. Some associations test both to see which brings in more committed members.

Set Expectations Up Front

Make it clear what users get during the trial. Be transparent about how long it lasts, what content or features they can access and what happens when it ends. If people feel misled or confused, it damages trust, which in turn hurts conversions.

Build a Clear Path from Trial to Full Member

Don’t leave trial users hanging. Plan your follow-up while the trial is still active. Send reminders as the end date approaches, highlight benefits they haven’t tried yet and explain what’s waiting for them as full members. Make upgrading easy, with a clear call to action and a simple payment process.

Alternatives to Trial Memberships

Trial memberships aren’t the only way to give potential members a preview of what you offer. If you’re not ready to commit to a full trial program or want other ways to test interest, these options can help.

“Behind-the-Scenes” Preview Videos

Show what membership looks like without giving access. Record short videos of your member portal, an event in action or interviews with active members. This gives prospects a feel for your community and content without opening the doors.

Limited-Time Guest Passes

Instead of offering full trials, you could try guest passes to specific events or webinars. This approach keeps your broader benefits exclusive but still offers a taste. It’s especially useful for conferences, networking events or online meetups.

Free Content or Intro-Level Access

Offer a curated selection of resources, like one downloadable guide, an article series or a short course. Make it useful enough to show value, but limited enough to leave them wanting more. This works well as a lead magnet tied to a broader marketing funnel.

Consultation or Discovery Calls

For smaller, more targeted groups, a short call can be more effective than a generic trial. It’s personal, lets you tailor your pitch, and helps build a real connection. This works best for associations with high-ticket memberships or more specialized audiences.

Is a Trial Membership the Right Move?

Trial memberships can be a great way to attract new members, but only if they’re done with a clear goal and strategy. They lower the entry barrier, give people a real taste of what you offer and help you learn what drives conversions. But they also come with trade-offs: more admin work, potential misuse and the risk of low return without a plan.

If your association has the resources to run a structured trial—with onboarding, clear boundaries and smart follow-up—it can pay off. If not, you might want to start with one of the alternatives and test interest that way.

Thinking about launching a trial membership or wondering if it’s the right strategy for your association? MemberClicks helps associations like yours onboard new members, track engagement and turn interest into long-term retention. Let’s talk about how we can support your growth!

The post Trial Memberships: Pros and Cons for Associations   appeared first on MemberClicks.

To build one that works, you need more than titles on paper. You need the right people, clear structure and habits supporting good decision-making. In this post, we’ll explain how to build an executive committee that truly helps your board do its job. We’ll also break down differences between a board of directors vs executive committee so you know exactly where each fits. If you’re improving or restructuring your leadership team, this guide is for you.

What Is an Executive Committee (and Why Does It Matter for Associations)?

An executive committee is a small group of board members authorized to act on behalf of the full board between meetings. They don’t replace the board—they support it. For trade and professional associations, especially those with large boards or limited staff, this group can help things run smoothly.

Think of the executive committee as the board’s working arm. It handles time-sensitive matters, supports the executive director and prepares issues for full board discussion. When used well, it saves time, keeps things moving and reduces risk of burnout for the full board.

However, if not clearly defined, an executive committee can create confusion or tension. That’s why it’s important to be intentional about its setup and purpose.

Common Roles and Responsibilities

Executive committees often handle tasks such as:

• Reviewing and approving urgent decisions between board meetings
• Supporting the executive director or CEO
• Setting board meeting agendas
• Providing financial oversight in collaboration with the treasurer
• Conducting evaluations (for the executive director, for instance)
• Responding quickly during crisis situations

Their job isn’t to control the board—it’s to keep things on track when the full board isn’t in session. They may also make board meetings more efficient by doing advance background work.

Executive Committee vs. Board of Directors

So, what’s the difference between a board of directors vs executive committee?

The board of directors is the governing body. It holds legal responsibility for the organization, approves budgets, sets policies and steers long-term strategies. The executive committee operates under that board’s authority. It only has the powers the board assigns.

In most associations, an executive committee consists of board officers, typically a chair, vice chair, treasurer, and secretary. While these individuals play a leadership role, they don’t outrank the full board.

It’s important to keep the executive committee focused on support, not control. When that balance is off, it can lead to board disengagement or frustration. Clear boundaries and regular communication can help avoid that.

Who Should Serve on an Executive Committee?

The strength of your executive committee depends on who’s on it. You need people who understand the organization, work well together and are committed to the board’s overall goals—not just their own opinions.

This group doesn’t need to be big. In fact, smaller usually works better, but the mix of roles and perspectives matters.

Key Roles to Include

Most executive committees are made up of board officers, including:

• Board chair or president: Leads the committee and often acts as spokesperson for the board
• Vice chair or vice president: Steps in when the chair is unavailable and may lead special projects
• Treasurer: Offers financial insight, especially between full board reviews
• Secretary: Handles documentation and keeps records clear and organized

Some associations also include past chairs, executive directors (in non-voting roles), or members-at-large. It’s critical not to overload the group—keep it tight, and ensure each member has clear reason to be there.

Balancing Experience, Diversity, and Organizational Knowledge

These should not just be people with titles. They should be people who know how to lead, listen and work toward a common goal. That means looking at a few things:

• Experience: Members should understand governance and know how boards function but should not only include long-time insiders.
• Diversity: Different backgrounds, perspectives and identities help avoid groupthink and lead to better decisions.
• Organizational knowledge: At least some members should have a strong grasp of the association’s mission, history and member needs.

When you build a committee with a thoughtful mix, you get a group that works with purpose, not just by habit.

How to Structure an Effective Executive Committee

Even the most capable people can’t make up for a weak structure. If the executive committee isn’t set up correctly, it can drift into bad habits—either doing too much or not enough. Clear structure helps avoid that and keeps everyone on the same page.

Ideal Committee Size

Most executive committees work best with four to six members. That’s small enough for quick decisions but big enough for discussion and oversight. The goal isn’t to represent every viewpoint but to act efficiently while remaining accountable to the full board.

If your committee is too large, it can start to feel like a second board, which isn’t helpful. If it’s too small, you risk groupthink or burnout.

Term Limits and Succession Planning

Like the board itself, the executive committee needs a steady flow of new leadership. Term limits help prevent stagnation and make space for fresh ideas.

Succession planning also matters. If someone steps down, you can avoid a scramble. Plan ahead by identifying potential future officers early. Offer leadership training or mentoring to prepare them for the role.

Once someone’s term is up, respect that. Even high performers need to move on, so others can step in.

Reporting and Communication With the Full Board

This is where many executive committees go wrong—they don’t report back clearly or regularly. That creates distrust, even if intentions are good.

To stay in sync with the full board:

• Keep written minutes of executive committee meetings
• Include summaries in board packets
• Be upfront about decisions made between board meetings
• Invite questions and discussion at full board meetings

The executive committee should never feel like a separate power center. Again, its role is to support, not override.

Key Practices for a High-Functioning Executive Committee

Having the right people and structure is a good start, but day-to-day habits are what shape how an executive committee performs. The most effective ones are focused, disciplined and transparent in how they work.

Clear Meeting Agendas and Objectives

Executive committee meetings shouldn’t feel like a repeat of full board meetings. These should be shorter, focused and tied to a clear purpose. Circulated before each meeting, the agenda contains specific items needing attention—ideally, decisions, not just updates.

The executive committee must stick to that agenda. If something comes up that belongs with the full board, they flag it and move on. This keeps the committee from drifting into areas they shouldn’t be handling alone.

Decision-Making Authority and Boundaries

Define what the executive committee can decide (and what it can’t). That might include spending limits, contract approvals, or emergency actions. Whatever the scope is, it should be in writing and board-approved.

When boundaries are clear, committee members know when to act and when to wait. This also protects against overreach, wherein the committee starts making decisions that belong to the full board.

Transparency and Accountability

Trust breaks down fast if the executive committee seems secretive. Even if no one’s doing anything wrong, a lack of communication can create suspicion.

Good habits here include sharing regular reports with the board, being open about what was discussed and why, documenting key decisions in writing, and welcoming questions or pushback.

Accountability is about keeping trust with the people you represent.

Common Challenges (and How to Avoid Them)

Even well-structured executive committees run into problems. Most issues come down to unclear roles, poor communication, or uneven workloads. Here’s how to spot the warning signs and fix them early.

Overreach or Lack of Clarity in Authority

This happens when an executive committee starts making decisions it shouldn’t or when no one knows exactly what the committee is allowed to do. It can frustrate board members and weaken overall governance.

To avoid this, define the committee’s authority in writing. Ensure everyone—committee members, board members and staff—knows what the executive committee handles and what must go to the full board. When in doubt, defer to the board.

Poor Communication With the Full Board

When the full board feels out of the loop, trust drops. Even if the executive committee is acting in good faith, silence can come off as secrecy.

Fix this by making communication routine. Share meeting notes, give quick updates at board meetings and create space for questions. If the board doesn’t know what the executive committee is doing, that’s a problem you can’t afford to ignore.

Underutilized or Overburdened Members

Some executive committees run into uneven participation. A few people take on everything while others check out. In some cases, the group doesn’t meet often enough to stay effective.

Make expectations clear. Every member should have a defined role and know what’s expected between meetings. Rotate responsibilities whenever possible, and check in regularly to assess the workload. Signs of burnout and disengagement usually show up early.

Executive Committees in Trade & Professional Associations

Executive committees can be especially useful in trade and professional associations. These organizations often rely on volunteer leaders, have complex member needs, and need to move quickly between full board meetings. A well-run executive committee makes that possible without overstepping its role.

Strategic Use in Membership-Based Organizations

In associations, an executive committee can handle urgent decisions that can’t wait for a full board vote, such as approving contracts, responding to member concerns, or supporting the executive director during a crisis.

They can also plan agendas for upcoming board meetings, review financial reports and keep key projects moving. This is especially helpful when board members are spread across regions or meet infrequently.

In membership-based settings, trust is everything. If an executive committee starts making big moves without transparency, members may feel shut out. That’s why communication and accountability are even more important in such organizations.

Real-World Examples and Scenarios

Here are a few examples of how executive committees function in associations:

• A state medical association’s executive committee reviews urgent policy changes before the full board can meet. They prep the board with background and options, speeding up decisions.
• A trade group for small businesses uses its executive committee to support the executive director between quarterly board meetings, helping with vendor contracts and staffing needs.
• A national professional society has its executive committee meet monthly for 30 minutes, mainly to check progress on board-approved goals and flag anything needing attention.

These aren’t flashy roles, but in all three cases, the executive committee helps the organization stay focused, responsive and grounded.

Make Your Executive Committee Count

If your executive committee is running on autopilot or hasn’t been set up with clear intent, it might be time for a reset. The goal isn’t to create another layer of leadership. It’s to support the board, improve decision-making and keep the organization moving between meetings.

That only happens when you have the best people, structure and habits. Whether you’re starting from scratch or tweaking what you already have, it’s worth taking a closer look.

Ask yourself: Is your executive committee helping or holding things back? Are roles clear? Is the full board kept in the loop? If not, now’s a good time to tighten things up.

For tools to support your board and committee, MemberClicks offers solutions designed for associations like yours.

The post How to Build a Successful Executive Committee appeared first on MemberClicks.

When we think of nonprofits, our minds often drift toward charities and philanthropic organizations. However, the world of nonprofits encompasses a wide variety of entities, including those that might not fit the traditional mold of a charitable organization. One such category is the 501(c)(6) organization (in the United States), which serves to support the business interests and activities of its members.   

Here, we’ll delve into the intricacies of obtaining 501(c)(6) status, from understanding its definition to the step-by-step process of attaining this special status.  

For those unfamiliar with this type of nonprofit, the Internal Revenue Service (IRS) provides a comprehensive resource that sheds light on the concept. In the following sections, we will explore what a 501(c)(6) organization is, highlight its differences from the more familiar 501(c)(3) entities, and provide a step-by-step guide on how to achieve 501(c)(6) status.  

Table of Contents  

• What is a 501(c)(6) organization?  
• What’s the difference between 501(c)(3) and 501(c)(6)?  
• How do organizations qualify for 501(c)(6) status?  
• How to Get 501(c)(6) Status: 7 Steps  
• Draft a Mission Statement and Bylaws  
• Assemble a Board  
• Recruit members  
• Submit IRS Form SS-4  
• File Articles of Incorporation  
• Complete IRS Form 1024  
• Reach out to Local, County, and State Departments of Revenue  
• Wrapping Up: Making the Most of 501(c)(6) Status  

What is a 501(c)(6) organization?  

A 501(c)(6) organization is a specific nonprofit that focuses on advancing its members’ business interests and industry activities. Unlike traditional charitable organizations, which aim to alleviate societal issues, 501(c)(6) entities are driven by enhancing the collective interests of professionals, associations, and commercial groups.  

What are examples of 501(c)(6) Organizations? 

Let’s consider some common examples of 501(c)(6) organizations to provide a clearer picture:  

• Chambers of Commerce: These entities work tirelessly to boost local economies by advocating for business growth, promoting networking opportunities, and offering valuable resources.  
• Professional and Trade Associations: Organizations like these unite professionals in a particular industry, fostering collaboration, knowledge-sharing, and setting industry standards. Some even partake in advocacy work.  
• Real Estate Boards: A 501(c)(6) real estate board focuses on improving real estate practices, ensuring ethical conduct among agents, and advancing industry regulations.  
• Professional Football Leagues: Don’t be fooled by the name; this categorization can use some wordsmithing but refers to the designation by the IRS of any formalized sports league that has members acting in a common interest for the sport.  

Consider the Greater Raleigh Chamber of Commerce, a 501(c)(6) organization in Raleigh, North Carolina. By providing networking events, business development opportunities, and advocating for local commerce, the Chamber supports the prosperity of the Raleigh business community.  

What are some benefits of Starting a 501(c)(6) Organization?  

There are several compelling reasons why organizations might seek 501(c)(6) status:  

Tax Exemption  

While not as encompassing as 501(c)(3) organizations, 501(c)(6) entities still enjoy some level of tax exemption.  

Enhanced Credibility and Trust  

Attaining this status can bolster an organization’s credibility, instilling trust among potential partners, members, and stakeholders.  

Ability to Engage in Lobbying  

501(c)(6) organizations have more flexibility to participate in lobbying activities, advocating for industry-friendly policies.  

Ability to Participate in Political Activity  

These entities can engage in a limited amount of political activities, allowing them to voice opinions on issues affecting their members.  

Difference between 501(c)(3) and 501(c)(6)  

Here are the main distinctions between the two types of nonprofits:  

Purpose of the Organization

501(c)(3) organizations focus on charitable endeavors, while 501(c)(6) organizations work to further the interests of their members’ businesses.  

Tax-Exempt Status

501(c)(3) nonprofits achieve tax-exempt status through IRS Form 1023 or Form 1023-EZ, while 501(c)(6) organizations require Form 1024.  

Reporting Donor Information

501(c)(6) entities aren’t obliged to report donor information to the IRS, but donor activity, revenue and how donations are used are required reporting for 501(c)(3) organizations.  

Tax-Deductible Donations

While donations to 501(c)(3) charities are tax deductible, donations to 501(c)(6) organizations are not.  

Political Activity

501(c)(3) nonprofits face strict limitations on political activities, with only a percentage of donor funds allowed for lobbying and precise reporting. Rules for 501(c)(6) activity are far less limiting.  

How do organizations qualify for 501(c)(6) status?  

To qualify for 501(c)(6) status, organizations should have the following characteristics:  

• Membership: The organization must be a membership-based group.  
• Common Business Interest: The group should focus on advancing the business interests of its members.  
• Non-Distribution: Profits generated must be used to support the organization’s purposes rather than being distributed to members.  

How to Get 501(c)(6) Status: 7 Steps  

Now, let’s break down the process of obtaining 501(c)(6) status:  

Draft a Mission Statement and Bylaws  

Clearly define your organization’s mission and establish bylaws that outline its purpose, structure, and operational guidelines.  

Assemble a Board  

Recruit and attract board members who will be responsible for governance and decision-making. These individuals will help influence members, legislators and build your associations strategic direction.

Recruit Members  

Attract and learn how to retain members who align with your organization’s purpose and can benefit from its services.  

Submit IRS Form SS-4  

Apply for an Employer Identification Number (EIN) using IRS Form SS-4 to identify your organization for tax purposes.  

File Articles of Incorporation  

Create and file Articles of Incorporation with your state’s appropriate agency.  

Complete IRS Form 1024  

File IRS Form 1024 to officially request recognition as a 501(c)(6) organization.  

Reach out to Local, County, and State Departments of Revenue  

Check with local authorities for any additional requirements related to your organization’s status, as this can vary across states and local governments. This isn’t a comprehensive list and there will inevitably be other steps to getting started!

Wrapping Up: Making the Most of 501(c)(6) Status  

In conclusion, 501(c)(6) organizations play a vital role in advocating for business interests, fostering collaboration, and promoting industry growth. By understanding the nuances of 501(c)(6) status and following the outlined steps, your organization can navigate the process of obtaining this special designation. Remember that achieving 501(c)(6) status can unlock numerous benefits, providing your organization with a platform to make a lasting impact within its industry.  

For readers interested in learning how to improve their membership programs, feel free to explore the resources available through MemberClicks and Wild Apricot by Personify.  

Additional Reading for Your Enjoyment  

• 8 Steps to Start an Association  
• How to Start a Chamber of Commerce in 7 Steps  
• Chamber of Commerce Software Solutions  
• Leading Association Management Software Options 

Note: This blog post is intended to provide general information and guidance on the topic of obtaining 501(c)(6) status. The process may vary based on specific circumstances. It’s always a good idea to consult with legal and financial professionals as you develop your business plan.  

The post How to Get 501(c)(6) Status: Everything You Need to Know   appeared first on MemberClicks.

The good news is, hosting a successful job fair that turns heads, drives dues, and earns you community standing is easier than you might think. Let’s take a look at the 10 main steps to get there.

What is a job fair and what are its benefits?

First and foremost, what is a job fair?

In a nutshell, job fairs or hiring events are gatherings of employers and prospective employees. The former are looking for great candidates, while the latter are looking for anything from their first job to a major career change.

Job fairs are a great way to sell memberships, because you can give discounts or free tickets to high-level hiring events where members can meet important employers and hiring managers they wouldn’t get facetime with elsewhere.

Job fairs are only one of many ways to offer professional perks to your members (others include job boards or speaker events, for instance). They also only happen once a year. It may be surprising, therefore, to learn that when you figure out how to host a job fair, you’ll see massive benefits all year long.

Benefits for attendees

It’s pretty obvious what attendees get out of job fairs: access to employers, networking potential, interviews, feedback, and more.

The real question is, what do you get out of it?

Benefits for nonprofit organizations and employers

As a professional organization, you don’t have very high stakes in whether a specific person gets a specific job. What you do care about is how your job fair makes you look to the community as a whole, and in that sense, it has major brand potential. Benefits include:

• Building brand recognition in your community
• Raising money through booth fees and sponsorship
• Creating awareness of your mission and organization
• Recruiting sponsors for events or programs
• Cultivating donors among the attending employers
• Acquiring new donors or members among attending employees

What nonprofit organization doesn’t want to enjoy such benefits? Now the question becomes, how can you get them for yourself? That’s where the following practical steps come in.

10 practical steps

The best way to approach the question of how to host a job fair is to break it down into smaller, more manageable chunks. Otherwise you risk analysis paralysis as you try to figure out how to approach a massive event.

Instead of losing sleep, take the following 10-step approach.

1. Identify what type of job fair you would like to do

While “job fair” seems like an all-encompassing term, there are actually several types of job fairs:

• Specific employer fairs: Some job fairs are hosted by a single employer. While this is a great approach if your organization or a partner company has a lot of roles to fill, you should only jump on board if there are plenty of openings to draw a crowd.
• College career fairs: Graduating students are among the biggest sectors of employment-hungry individuals in America and around the world. Hosting fairs geared toward students or graduating students is a great way to bring in professional memberships, because by that time the attendees mostly know what they want to do. For the nonprofit, this is great. For the students, it may not always be as beneficial, because a lot of the employers are there to scope the new crop rather than actively hire.
• Public job fairs: The most common type of job fair is available to the public in general. Employers may represent a single industry, a niche profession, or your nonprofit’s mission.

2. Determine the goals of the event and what you would like to accomplish

When learning how to host a job fair, it might seem intuitive to throw together a venue and some canapés and go for it. However, remember your goals.

The main goal in choosing your job fair type is to determine how exactly the fair can help your nonprofit. While partnering with companies is great, if you can’t bring in memberships or donors, it’s a waste of your resources. Therefore, before you talk to sponsors, employers, or caterers, ask yourself questions such as:

• How will this fair engage members?
• What exact numbers are you trying to hit, in terms of income, signups, and donations?
• How many sponsors do you need?
• How many employers?
• How many attendees are you hoping to get?
• What is your event communication plan, and how will it add to your goals?

Answering these questions will help you take the next eight steps.

3. Decide on a date and time for the event or activity

It might seem intuitive to ask your employers and sponsors about their preferred date and time, but too many cooks in the kitchen just cause problems. Instead, consider the most appropriate date and time for your attendees. When will they be available? When will they want to come? How long will your event be, and how does that impact when it should happen?

4. Consider locations and types of facilities to host your event

Next up in learning how to host a job fair: locations and facilities. This is highly dependent on your predicted audience, so it can be helpful to conduct surveys about who might attend your event. You can do this through email or your website.

A good way to save money is to choose facilities that have as many of the amenities you need already on site. For instance, if you are hosting a culinary job fair, then kitchens are a must. On the other hand, if your industry is geared toward housing or manufacturing, this isn’t necessary.

Also consider amenities such as:

• Microphones and speakers
• Conference rooms
• Classrooms
• Loading docks
• Open floor space

5. Consider people to assist with the execution of the event

There are several groups of people to consider for assisting with your event. These include your staff, your volunteers, corporate partners, in-kind donors, and event experts.

6. Determine expenses and responsibilities

How well your event comes off depends on how well you marshal your resources. Once you decide what form your event will take, refine your initial budget – which will have informed your choice of venue, etc. – to include every line-item expense. This should be very granular, including everything from flowers to event description copywriting to your communication plan and beyond.

7. Create an event timeline

Job fairs are rather free-for-all in their timelines, because the main goal is to give employers are potential employees lots of time to mingle and exchange information. However, you will need to choose some hard-and-fast times, including:

• The start and end times
• Important speakers
• Morning and lunch breaks
• Dinners and galas

Don’t forget to make this very clear on your website, as well as registration deadlines. Using an event registration app will help with this.

8. Determine key decisions

One mistake many make when learning how to host a job fair is failing to delegate. Make sure that in addition to conscripting folks to help (as in Step 5), you also decide on the key decision-makers and what spheres they will control.

In larger organizations, this may naturally break along department lines. In smaller organizations, where people wear many hats, you will have to pinpoint who does what ahead of time.

9. Take into consideration special additions/items if needed

Your event may require special considerations, depending on your audience. If your job fair is geared toward a specific industry or mission, for example, then you may need experts in that field to help draw people in. Dietary restrictions may apply to a culinary fair, while enclosures may be necessary for animal-oriented organizations.

10. Follow up

It’s not enough simply to market your job fair and hope for the best. If you get positive responses from people, make sure to follow up and get them to buy tickets. Those who do buy should receive detailed post-registration emails.

For those who give you no response, feel free to send another email or two letting them know about your fair. It’s possible they just didn’t catch the email at that time but are interested.

How to host a job fair with MemberClicks

Whatever else you do, make sure to designate a central online hub where people can find information, sign up for your fair, and build community both before and after the event. MemberClicks can help you do just that, so get in touch to learn more today.

The post How to Host a Successful Job Fair in 10 Practical Steps appeared first on MemberClicks.

But what happens when a member doesn’t renew? It can feel like all that effort to grow your membership was for nothing — like you’re taking two steps forward and one step back.

Lapsed memberships are unfortunate, but here’s the good news: in many cases, you can still get them back. In fact, getting lapsed members to return to their membership is much easier and cheaper than trying to attract brand new members, and should be one of your key strategies in growing your membership. This is because these members are already familiar with your organization and have proven interest and willingness to pay for a membership. In most cases, they just need a little reminder of why they signed up in the first place and what they’d be missing if they don’t come back.

In this post, we’ll go over what you can do to win back your lapsed members, as well as share three letter templates you can use to ask them to renew.

Let’s take a look!

 1. Send out a member exit survey

The first step to winning back a lapsed member is understanding why they left. Did they find the price too high? Were they too busy to enjoy the benefits? It could even be that they never meant to lapse, but simply forgot to pay their dues.

Whatever the case may be, a great way to find out why they left is through a member exit survey. This can be a simple form with a few questions like:

• Why did you decide not to renew your membership?
• What would have made your membership more beneficial?
• What would encourage you to re-join?

Getting answers to these questions will not only help you understand what you could have done to keep this particular member, but it can also reveal concerns that other members could potentially share, as well. Proactively addressing these concerns will help you retain more members in the long run.

Your member exit survey will be easy to fill out if you include multiple choice options. However, be sure to also include a place for lapsed members to write open comments, in case your options don’t cover the reason they left or they wish to express their concerns in more detail.

If you find that the lapsed member’s concern was caused by misinformation or has a simple solution (or maybe they really did just forget to pay), you can even get in touch with them personally and encourage them to rejoin.

Tip: Make it really easy for people who never meant to leave or have changed their minds to come back. This can be as simple as a button in the survey email that takes them to a page on your website where they can rejoin.

2. Offer a discount

For many people, a good deal is hard to pass up. Use that as part of your re-engagement strategy! What’s something valuable that would entice people to rejoin?

Here are a few offers you may want to consider:

• A discount on membership
• A discount on event registration
• A free copy of your latest industry report (or some other valuable content piece)
• A free webinar of their choice that quarter or year

Tip: To really get the ball rolling and get lapsed members to rejoin (rather than just reading your email and “thinking about it”), put a time limit on those offers. For example, If they want a discounted rate on your annual event, they must rejoin by the end of the month.

Check out the email below to see how the subscription service FabFitFun entices their lapsed members to come back. Not only do they offer an extra mystery bundle valued at $125 with every membership reactivation, but they make sure to clearly list the benefits recipients would miss out on if they don’t rejoin.

3. Allow them to customize their membership

We live in a time where people don’t want to pay for products and services they don’t use. Think about how many people have cut cable in favor of services like Netflix or Hulu — no sense in paying for channels you never watch.

Is it possible that some of your lapsed members simply weren’t using all the benefits you offered and therefore, didn’t see the value in continuing to pay for their membership? There’s a simple fix to this — allow people to choose what they pay for.

The easiest way to do this is by introducing several tiers of membership — some may be more expensive and offer more perks, while others may be more affordable and offer just the basics. A lapsed member may have left because of a high price tag, but they’ll likely consider coming back if they can continue to receive the benefits they found most useful while paying less.

Tip: If you worry about everyone just choosing the lowest membership level, don’t! Remember, it all boils down to value. If you can put together packages that truly deliver membership value and are priced fairly, you’ll see plenty of members signing up even for the most expensive option.

Check out this membership level chart from the Columbus Chamber of Commerce. Their tiers range from “Access” to “Leadership”, increasing in both the price and the number of benefits offered. This way, prospective members can choose a tier that’s right for them, and current members can move up or down as their circumstances change.

4. Create a win-back campaign

According to Marketing General Incorporated’s 2020 Membership Marketing Benchmarking Report, 76% of associations say that email is the channel that generates the most reinstated lapsed members. That being said,  the success of your post-lapse emails depends on what you say in them.

To re-engage your lapsed members, take some time to create a strategic and well-thought-out win-back campaign.  If you conduct member exit surveys, go through the responses to see why members lapsed in the first place, then base your email communications off these reasons. Prepare several emails to be sent at specific intervals — a member may be too busy to respond to your first invitation to re-join and may need another reminder or two.

When reaching out to lapsed members, make it more about them and less about you. Rather than saying, “We offer benefits like A, B, and C,” say “You’ll benefit from A, B, and C.” With this simple switch in language, you’re letting them know that you’re here to serve them and provide them with value — and that’s a great reason to rejoin.

Tip: Use an Association Management Software to automate your emails — it will save you from having to manually keep track of membership expiration dates, where members are in the renewal process, and which email you should send them next.  

Three lapsed membership renewal letter templates to try

Need a little inspiration to write your lapsed member emails? Feel free to start with these templates and customize them to fit your organization’s needs.

Expiration day email template

On the day that a member’s membership expires, it’s crucial to let them know and give them an opportunity to renew. In your email, remind them of the benefits they’d be losing if they let their membership expire and gently invite them to renew. Make it easy by providing a link or a button.

Even if you don’t hear back, don’t revoke their membership benefits just yet — give them a grace period of at least 30 days.

Here’s a template you can use on the day their membership is supposed to expire:

Dear [First Name],

Did you know that your membership with [Association/Chamber Name] expires today? It’s been quite a year — and we’re looking forward to many more!

Please don’t let your membership lapse! There are better options than paying an additional [dollar amount] to attend monthly events as a guest (guest rate is [dollar amount]) or rejoining at the new member rate of [dollar amount].

The good news is, there’s still time to renew! And it’s simple. Just click on this link, [renewal URL], and follow the prompts.

Remember, [Association/Chamber Name] values you and helps you meet your professional goals in several ways, including:

• [Benefit highlight] 
• [Benefit highlight] 
• [Benefit highlight] 
• [Benefit highlight] 
• [Benefit highlight] 

Please let us know if you have any questions or concerns. We’re here to serve you!

Best regards,

[Name]
[Title]

Read More: 3 Membership Renewal Letter Samples to Boost Your Renewal Rates

30 days past renewal date email template

For members who don’t renew after the first email, you can send a follow-up at the end of the grace period. In this message, you’ll remind them that their payment is 30 days overdue and that unless they renew now, their membership will truly end. Give them a few more days to complete the process, but establish a firm deadline this time.

Here’s a template you can start with:

Dear [First Name],

First and foremost, we want to thank you for your membership with [Association/Chamber Name]. According to our records, your membership fee is currently 30 days past due, and we don’t want to lose you! We greatly value your support, so we’re reaching out one last time to ensure continuation of your membership benefits.

As a reminder, [Association/Chamber Name] values you and helps you meet your professional goals in several ways, including:

• [Benefit highlight] 
• [Benefit highlight] 
• [Benefit highlight] 

In order to renew your membership, full payment in the amount of [dollar amount] must be received within 10 days from the date of this email. If your payment is not received by this date, we will assume that you wish to discontinue your membership.

Please contact [Representative Name] at [Phone Number and/or Email] if you have any questions or if there’s anything we can do to help.

Best regards,

[Name]
[Title]

Member drop email template

Still no renewal? It’s time to send one final message. Here, you can let the member know that their membership has officially expired (and revoke their access/privileges). Remind them of what they’ll be missing and share some of your plans for the upcoming year. End the email with a reminder that if they wish to rejoin, they can still easily do so, but don’t pressure them — if they’ve gotten to this point, it’s likely they truly don’t want to renew their membership.

Here’s what you can say:

Dear [First Name],

You will be missed!

We regret to inform you that your membership with [Association/Chamber Name] has expired.

We want you to be informed that as a result of your non-membership status, you will no longer have access to the many benefits of [Association/Chamber Name] membership, including:

• [Benefit example: Networking opportunities] 
• [Benefit example: Education, training, and certification] 
• [Benefit example: Business and industry development] 
• [Benefit example: Legislation] 

Please know that your participation with [Association/Chamber Name] is always welcome and that it’s the investment from [individuals or organizations] like [you or yours] that allow us to better serve our [industry or community].

In the coming year, we are excited to take on many new initiatives, including:

• Launch a program to… 
• Continue advocacy efforts by… 
• Enhance member value by… 
• Collaborate with… 

We want you to be able to take advantage of these initiatives, as well as the many other benefits we aim to provide.

If you have any questions or want to discuss rejoining the [Association/Chamber Name], please don’t hesitate to give us a call. You can reach us at [Phone Number or Email].

Best regards,

[Name]
[Title]

Bring back old members and improve your member retention

Don’t forget to communicate with your lapsed members to learn why they left and to see if you can win them back. But the key is to keep members happy and engaged while they’re still members and keep renewal rates high. With these tips and tricks,  you’re sure to win back lapsed members and improve member retention at the same time.

The post Member Renewal Letter Template: Tips + Letter Templates appeared first on MemberClicks.

Instead of investing in the first system you come across, it’s important to be strategic in your search to find the right solution for your organization’s unique needs. The good news?? An AMS (Association management software) lets to do all of the things, all in one tool.

What is Association Management Software?

Association management software (AMS) is a type of membership management software. These solutions are geared toward professional and trade associations with larger budgets and more complex needs. There’s also a support and integration aspect that is higher than you’d get with more basic membership management tools.

The robust tools contained within this software option provide value to members, improve recruitment and retention, and save organizational leaders time and effort from having to jump between multiple systems. 

MemberClicks: The Top AMS Provider for Associations, Nonprofits and Chambers of Commers

MC Professional AMS

• Pricing and demo available upon request

Overview of MC Professional

MC Professional is a powerhouse. Imagine being able to take all of your spreadsheets, databases, communication tools, website, blogs, articles and everything in between. . . all into ONE software.

MC Professional is perfect for member-based organizations where individuals are your members and revenue and increasing member relationships are your priorities.

MemberClicks combines user-friendly but powerful tools to boost membership value and increase revenue with a platform of integrated solutions. 

Some features of MC Professional

• Membership database: Allows you to track and update member information to build meaningful relationships based on the data you collect over the years. 
• Online member directory: A directory is a huge member benefit. Having built-in directory tools is just another selling feature of MC Professional.
• Online payments: Automate dues renewals and centralize accounting and payment processing to boost retention and provide a better member experience. 
• Event management: Manage event registration and schedule speakers and other event activities all in one system. 
• Communication management: Build targeted email campaigns and measure their success.
• Website creation and management: Choose from nine templates to create a customized, professional website, or integrate their existing site with their new database.
• Community resources: Empower members to get more involved with your association through discussion forums, a messaging platform and more engaging features. 
• Reporting and analytics: Generate easy-to-read reports to gain insights on the many aspects of their organization. Going forward, leaders can base decisions on the history and data gathered in these reports. 

Organizational leaders can leverage these features to not only make their jobs easier but improve their members’ experience, too. 

Why Choose MC Professional

MC Professional is perfect for:

• Automating processes that were previously manual to save time and effort.
• Offering an integrated platform for all association activities.
• Allowing team members to work from anywhere using the cloud-based system. 
• Growing revenue streams and earning nondues revenue.

MC Trade AMS

• Pricing and demo available upon request

Overview of MC Trade

MC Trade is a tailor-made solution for associations and chambers to drive revenue and expand membership. MC Trade has the best financial management tools out there. It connects to your financial software like QuickBooks so you can see and manage all your reports in one tool. They’re great to track organization-to-member and member-to-member relationships.

If organizations are your members, then MC Trade is built for you!

This solution features similar elements as the MC Professional platform but includes more robust financial and reporting capabilities to accommodate the needs of larger-sized organizations with more complex needs.

MC Trade features include:

• Relationship management: Organizations can store and track member and prospect data to increase engagement and convert prospects into long-term members. 
• Event management: Staff can create high-quality events with a smooth registration process for attendees. 
• Financial management: This feature allows association leaders to track and report on financial performance in a system that integrates with any existing accounting software. 
• Reporting: Leaders can quickly access built-in, custom reports for improved insight. 
• Communications management: Associations can foster improved communication with mass messaging or by sending specific messages to targeted groups. 
• Website management: Staff members can fully control your website through your centralized software system and access multiple theme options to create a well-designed, professional site. 

These features set MC Trade apart from other association management software options.

Why Choose Mc Trade

Organizations turn to MC Trade because it can:

• Foster complex relationships through promoting and tracking member relationships, helping attract and retain members and boost revenue.
• Give performance insight through highly configurable financial and data capabilities. 
• Organize all mission-related activities in an all-in-one solution. 
• Simplify reporting and tracking of financial analysis, integrating with third-party accounting software

The features of this system give association leaders the flexibility to adapt their data to changing needs and empower them to get to know their members on a deeper level. This is the perfect solution tailor-made to help organizations boost membership and expand all forms of revenue, from member dues to event ticketing and more. 

Overall, with almost 25 years of experience in the industry, MemberClicks offers the knowledge background and support to help organizations of all sizes thrive and make the most of their membership management software.

19 Other Top Association Management Software Vendors

Wild Apricot

• Free demo available

Wild Apricot is another top provider of association management software. Over 7,000 associations turn to this solution for member management and plenty of other solutions, including:

• A drag-and-drop website builder to create a well-designed, mobile-friendly website to attract new members and engage current ones. 
• Fast and secure online payment processing to provide a streamlined experience for administrators and members. 
• Event management features to plan successful events and facilitate registration. 
• A mobile app for members and administrators to engage communities on the go.
• A built-in online store to add an additional revenue stream.

Visit their website for example websites and themes, explore free webinars, and sign up for a 30-day free trial.

Personify360

• Pricing and demo available upon request

Personify360 is the leading AMS for the largest associations, health and wellness organizations and charities in the United States. 

With a robust constituent management solution, Personify360 customers can:

• Manage constituents with a 360 member view that adapts to membership structure.
• Conduct e-business to drive multiple revenue streams. 
• Leverage online event tools to engage attendees in virtual, in-person, and hybrid events.
• Enhance member experience with forums, groups, and multimedia elements. 

Personify offers scalable solutions that work with organizations at every level to drive engagement and revenue. By investing in their software, associations also gain access to a client community to share practices and connect with other similar organizations. 

Head to the Personify website to view all their products and virtual tools.

123SignUp

123SignUp offers association and event management software for professional, trade and healthcare associations, plus clubs, societies, educational institutions, and association management companies (AMCs).

Their platform facilitates tiered membership management to personalize the member experience. It also has event management software to handle all aspects of event planning. 

123SignUp is a great option for alumni groups, faith-based organizations, military and veteran groups, nonprofits, and special interest clubs.

iMIS

iMIS is a nonprofit, association and membership software solution with a history of assisting clients of all sizes and organization types. iMIS provides solutions for well-known organizations such as the Country Music Association, The Guide Dog Foundation, The Canadian Bar Association and many more. 

Organizations turn to this software option for its cloud-based tools powered by Microsoft Azure, the world’s leading cloud computing platform. iMIS also offers a web development platform to manage e-commerce pages, provide a staff interface, and extend your system with third-party or custom-built apps. 

MemberLeap

MemberLeap offers basic member management services to track member interactions, foster member collaboration and engagement, and plan events. 

Associations appreciate this software option for its QuickBooks Interface that can be used to create invoices for members and manage payment transactions. Organizations can also create a mobile app to give members access to a variety of actions, from submitting calendar events and registering for events to sharing photos and messaging fellow members. 

GrowthZone

GrowthZone offers basic membership software designed for association professionals. Their tools include streamlined payment processing, custom website design and onboarding services to get clients quickly up-to-speed with the system. 

GrowthZone’s marketing automation module helps improve outreach with automated email campaigns, prospect marketing and a drag-and-drop email designer. Organizations that turn to this solution run the gamut — real estate associations, agricultural groups, chambers of commerce, and many other organization types use this system. 

memberplanet

memberplanet offers multi-chapter association management. This grants individual chapters access to a full suite of engagement tools and allows association headquarters to manage the entire organization. 

Through this structure,  organizations can share financial information transparently, maintain brand consistency, and manage the larger group with one system. Check out their website for a host of other software tools available such as constituent surveys, group text and email tools, and mobile optimizations. 

Raklet

Raklet is an all-in-one platform for member management, marketing, and event planning. Nonprofits also use this system for organizing fundraising campaigns and collecting donations. 

Raklet offers a plethora of apps and integrations that organizations can use to more successfully manage their operations, with everything from the messaging platform Slack to social media sites like Twitter and LinkedIn. They also offer software tools for individuals such as podcasters, yoga studio owners, educators, and more.

SilkStart

SilkStart is a comprehensive, yet simple-to-use nonprofit and association management software option. Organizations turn to this option for its broad range of features, including but not limited to a member interface, job board, donation platform and multi-chapter services.

Through their MemConnect service, groups can simplify member engagement through centralized messaging forums that facilitate collaboration. Organizations can even designate trusted members to moderate content, taking the responsibility off of busy staff members.

StarChapter

StarChapter helps chapter leaders overcome challenges such as low member participation and declining overall membership with an all-in-one AMS.

Volunteer board members, association professionals, and chapter relations professionals all rely on StarChapter to grow membership. This system facilitates improved communications, better events, and more effective management practices. Additionally, clients value this provider for its extensive onboarding and training processes that gets software users quickly in the know of best practices. 

Tendenci

Tendenci offers open-source association management software, meaning organizations can freely customize the system to suit their needs. Associations and nonprofits use this solution to manage donations, membership information, newsletters and other marketing content, website updates, and more. 

Organizations looking for a 100% customizable framework appreciate this solution for its flexibility and affordability.

NimbleAMS

Nimble AMS is a membership management system built on Salesforce, the #1 customer relationship management (CRM) system in the world. Association leaders using Nimble AMS can track lifelong member relationships, automate workflows, and analyze key trends using powerful dashboards.

Additionally, their user community platform, Nimble Communities, helps drive connections among members. An additional suite of free tools assists with creating personalized content, configuring integrations, and examining data.

Aptify

Aptify offers membership software for large organizations. Associations, labor unions, and international organizations use this flexible, configurable platform to engage members and streamline processes. 

Aptify is completely cloud-based, meaning users can access the software via any browser. They also offer a free administrator mobile app for association staff members to work directly on their phones, send updates to team members, access all membership data, and more. 

Novi AMS

Novi AMS is an association management software solution that integrates with QuickBooks. This means that all data logged in the AMS is seamlessly transferred to an online QuickBooks account for easier bookkeeping practices. 

Novi AMS was created by a team of association insiders with the needs of associations at the forefront. Associations of all sizes use this solution to add efficiency to operations and save time through the QuickBooks integration. 

Doubleknot

Doubleknot offers integrated digital solutions for cultural organizations and nonprofits.

Organizations such as Boy Scout and Girl Scout Councils, zoos and aquariums, nature centers and botanical gardens, children’s museums, science centers, and other museums use Doubleknot to handle management processes. These processes include admissions and visitor services, POS and mobile sales, customer relationship management, fundraising, and more. Doubleknot also offers implementation and ongoing support services. 

YourMembership

YourMembership is a membership software option for small-staff associations. Along with membership management solutions, associations can offer learning and career center solutions to members.

Organizations can also create a custom website to connect with members and create a mobile event app to engage attendees in event content. 

Almabase

Almabase is a comprehensive software solution for alumni association management. This solution integrates with top CRM providers such as Blackbaud, Ellucian, and Salesforce to facilitate seamless data transfers and augment existing systems.

Alumni association programs at schools and universities across the country use this system to conduct better fundraising, manage alumni relationships, and plan events. Further, larger organizations can empower individual affinity groups such as chapters, class groups, and other subdivisions to run their own events and fundraising campaigns.

in1touch

in1touch is a software platform for associations and regulatory organizations such as licensing, accrediting, or certifying bodies. 

Associations can use the in1touchTD product to manage member data, plan events of all sizes and types, send personalized communications, and facilitate continuing education.  Organizations can also create and send member surveys to manage voting and elections. Meanwhile, regulators use the in1touchRE product to manage licensing, documents, standardized testing, and other necessary functions.

Euclid’s ClearVantage

Euclid’s ClearVantage is an AMS product for associations of all types and sizes. It empowers association leaders to manage processes on almost any device, from a desktop computer to a smartphone or tablet. 

Organizations invest in this solution for its user-friendliness, customer service, and ongoing support. Additionally, administrators can integrate their AMS with their website and other third-party services with Euclid’s powerful API.

Now that we’ve covered the “who” of membership software, let’s jump to the “how” of choosing one.

How to choose the right association management software

Considering the wide range of tech solutions available on the market today, your software search might initially feel overwhelming. As you start your exploratory stage, break the process down into smaller steps, starting with:

Who To Involve

When organizations begin investigating new technology, stakeholders emerge, all with their own opinions. You should form a team of key stakeholders to manage the search to make sure you don’t have too many competing voices involved in the process.

Choose staff members who will regularly use the software and those who use it for more specific features (such as your events manager, for example). Your software is meant to make life easier for these team members, so their opinions should carry significant weight throughout this process. You should also loop in key leaders within your organization — board of directors, leaders, etc.

Once you’ve got your team in place, it’s time to start your research.

Features To Look For

Have your team create a list of “must-have” and “would-like-to-have” features for your new membership management system. Ask questions like:

• What problems are you running into with your current system?
• What would you love your new software to do?
• Where can you be flexible?
• What is nonnegotiable?

Regardless of your organization’s ultimate needs, there are a few key association management software features that you should look out for. As you search, look for options that provide these top seven features: 

1. Member Data Management

Your members are the heart and soul of your organization, so you need a system that can manage member data and empower members to create and update their profiles. 

Look for a solution that can track basic member characteristics such as names and contact information as well as custom attributes like member locations, interests, and other specific traits based on your needs.

2. Website & CMS

Your website is a vital tool for engaging with current and prospective members, distributing important updates, collecting payments, and more. P

To help manage each of these website aspects, a content management system (CMS) is a necessary feature to look for as part of your association management software. You’ll be able to make real-time edits to your site to keep your content fresh and avoid having to rely on (and pay for) an external webmaster or IT provider.

3. Tiered Dues Management 

Association members enjoy the flexibility of being able to choose their level of engagement with your organization. Make sure your AMS offers flexible, tiered membership options. Your system should be able to assign different benefits to different membership levels and track each member’s use of those benefits.

4. Email Marketing

Effective marketing for your association doesn’t just involve your website — email is a crucial engagement tool to keep in touch with your members and promote your upcoming events, learning opportunities, and more. 

Find a software system that will allow you to send personalized emails to members, segment members based on shared characteristics, send automated messages such as event reminders, dues reminders, and anything else you need to communicate with your entire membership base.

5. Event Management 

It’s important to have a centralized event planning system to support any type of event you want to host going forward. Look for a system that can handle online event registrations, digital payment processing, form building, promotions and discounts, automated reminder messages, and sponsor visibility. 

6. Financial Management

Organizing your financial data and documentation is an essential part of keeping your organization afloat. You’ll want to look for a membership management system that integrates with your existing accounting system and one that is payment card industry (PCI) compliant. PCI compliance means they’ve taken the steps to ensure that members’ credit card information remains secure and protected throughout any card processing transactions.

7. Reporting

Finally, having access to detailed, accurate reports is a critical component of creating a data-driven strategy for your organization. Look for a system that allows you to configure reports and create customized overviews of different aspects of your organization. This will give you more confidence that your recruitment and retention efforts are going in the right direction.

Questions to Ask Your Association Software Provider

Too often, association professionals get caught up in features only when shopping for an AMS. While features are important, you want to make sure both the software and provider align with your organization’s needs.

Here’s a list of questions you must ask their sales team on your demo.

• Does the software offer all of the primary features your organization needs to be successful? Think about your must-haves. Does the system offer the capabilities that matter to you most?
• Does the software pay for itself? The system should ultimately add to your bottom line. How does the vendor help you get a return on your investment?
• Is the system flexible and configurable? Invest in a system that can grow as your organization grows.
• Is the software “all-in-one? And how well do the components work together? Automation is key! Components should talk to each other and update automatically so you don’t have to constantly import and export data. This will save time and ensure your data is accurate.
• Will you be able to save time with the new system? Your software should reduce the time it takes to complete your regular tasks.
• Can the software be used outside the office? It’s critical to have the flexibility to work with data anywhere in today’s mobile-centric world
• Does the software provider work with other organizations in your industry? Make sure the company understands your business and unique needs.
• Does the company have a high customer retention rate? Find out if the company is keeping their clients satisfied. Start by searching online reviews to see the kind of service levels they provide.
• Will you continue to own all of your data? Ensure that you have complete control over and access to your data.
• Do they offer additional product packages with more advanced features? It’s important to consider if you might quickly outgrow the system or if the solution has additional offerings designed to grow with you.
• Does the software offer frequent updates at no additional cost to you? In a world that’s always evolving, picking a provider that is forward-thinking and evolving is important.

This is a big list. But it’s packed-full of the most important questions you can ask as you vet vendors and software. As you ask, you’ll likely discover that some choices stand out above the rest.

Making your AMS choice

Which association management software is right for you? 

Ultimately that’s the question you need to answer. There’s a long list of AMS providers out there, but probably one really great fit for you. 

Reference your “must-have” and would-like-to-have” feature lists throughout your shopping process to make sure you pick the best option before you invest — and review this checklist to guide you through a detailed assessment for each AMS option. 

Don’t forget to check out reviews on sites like Capterra and Google reviews. These sites allow customers to describe and rate each system in their own words, giving their honest opinions. Make sure you go through the entire range of reviews, from 1 star to 5 stars, to get a full picture of each option.

Then, when it comes to investing in your chosen system, you’ll first need to secure buy-in from your organization’s board.

Bonus: How to get your board on board with an association management system

Let’s say you’ve found an association management system you like, but now the hurdle is getting your board on board with that purchase. They’re not yet convinced you need a new AMS, and even if they do understand that, they’re wary of the providers (and prices) you’re bringing to the table.

How can you convince them otherwise and get them genuinely excited about this upgrade for your association? Check out our free ebook guide to get started.

Additional Resources 

As you finalize your choices, you may be looking for even more information to help boost your confidence in your final AMS decision. If that’s the case, check out these additional resources for guidance:

• The Buyer’s Guide to Association Management Software. This comprehensive guide reviews top AMS features and offers advice to make the shopping process less daunting. 
• 8 Things Organizations Should Consider When Choosing a Membership CRM. Are you curious about what your members really want when it comes to their involvement in your organization? Read this guide for insight into how membership management software can help fulfill member expectations. 
• Your Association Management Toolbox: 5 Musts. Explore five must-have tech tools to look for in a new AMS system with this free guide. 

We hope this guide has helped you select the membership management solution that’s perfect for your organization. Feel free to reach out at any time if you’d like more information about MemberClicks!

The post Association Management Software: 20+ Leading Providers appeared first on MemberClicks.

For associations and nonprofits, the stakes are often high. The right proposal can bring value to your members, streamline operations, or even drive mission-critical initiatives. However, writing a CFP can be challenging—balancing clarity with enough detail to attract high-quality responses.

This article will guide you through the process of crafting an effective CFP. You’ll learn why a clear and compelling CFP matters, what essential components to include, and tips for avoiding common pitfalls. By the end, you’ll have the tools to write a CFP that yields the best possible outcomes for your organization.

Why a Well-Written CFP Matters

Creating a call for proposal might seem like a straightforward task, but its quality can significantly impact the success of your project. A well-written CFP ensures you receive responses that are not only relevant but also aligned with your goals and expectations. Here’s why it matters:

• Attracts the Right Respondents: A clear and detailed CFP communicates exactly what you’re looking for, helping you attract vendors, speakers, or partners with the right expertise and qualifications.
• Saves Time and Effort: When your CFP is well-structured and explicit, it reduces back-and-forth clarifications and ensures respondents understand your expectations from the start.
• Improves Decision-Making: A strong CFP includes well-defined evaluation criteria, making it easier to compare proposals and select the best fit for your organization.
• Prevents Miscommunication: Ambiguities in your CFP can lead to confusion, misaligned proposals, or even legal issues. Clear guidelines minimize the risk of misunderstanding.

For example, consider an association seeking a keynote speaker for their conference. A vague CFP might only specify “seeking a speaker on leadership topics,” which could result in a flood of irrelevant proposals. In contrast, a well-written CFP that outlines the theme, audience demographics, preferred speaker qualifications, and honorarium range is more likely to yield focused, high-quality responses.

By investing the time and effort into creating a thoughtful CFP, your association or nonprofit can position itself for success and maximize the value of the proposals you receive. In the following sections, we’ll dive into the key components of a strong CFP and provide actionable tips for crafting one.

Key Components of an Effective Call for Proposal

Writing a Call for Proposal (CFP) is like crafting a blueprint—it sets the foundation for your project or event and ensures all contributors are aligned with your vision.

A well-structured CFP is more than just a list of requests; it’s a comprehensive document that provides clarity, encourages quality responses, and builds trust with potential respondents.

In this section, we’ll break down each essential component of a successful CFP. From setting the context with an engaging introduction to outlining clear submission requirements and evaluation criteria, each piece plays a vital role in attracting the best proposals. By addressing these components thoughtfully, you’ll not only simplify the process for respondents but also set your organization up for effective decision-making and project success.

Introduction and Background

The introduction and background section of your CFP is where you set the stage. This is your opportunity to provide context, explain your organization’s purpose, and outline the goals behind issuing the CFP. A strong introduction not only informs potential respondents but also engages them by highlighting the significance of the opportunity.

What to include:

• Overview of Your Organization: Briefly introduce your organization, its mission, and the audience or community you serve. For example, “Our nonprofit connects over 10,000 professionals in the healthcare industry, fostering collaboration and innovation.”
• Purpose of the CFP: Explain why you’re issuing the CFP and what you hope to achieve. Highlight the specific need or problem you’re addressing, such as sourcing speakers for an annual conference or selecting a vendor for a technology solution.
• Context for the Project or Event: Provide background information to frame the importance of the opportunity. For example, if the CFP is for a new initiative, mention how it fits into your broader strategic goals or addresses a pressing issue.
• Why It Matters: Emphasize the significance of the project to your organization and its stakeholders. This helps potential respondents see the value in their participation and align their proposals with your mission.

A strong introduction and background not only inform respondents but also inspire them to submit thoughtful, tailored proposals. By clearly outlining who you are and what you need, you set the stage for a successful CFP process.

Project or Opportunity Details

This section is the heart of your CFP, where you outline the specifics of the project or opportunity. The goal here is to provide potential respondents with a clear understanding of what you’re looking for and what the final outcome should look like. The more detail you include, the easier it will be for respondents to determine if they are a good fit and to craft a tailored proposal.

What to include:

• Project Scope: Describe the scope of the project in detail. What is the overall goal? What specific tasks, services, or deliverables do you need? For example, if you’re issuing a CFP for a website redesign, explain whether you need a full rebuild or simply a refresh of the design elements.
• Goals and Objectives: Clearly state what you hope to achieve. For example, “Our goal is to increase member engagement by 30% through the implementation of a new mobile app.”
• Target Audience: Share any information about the audience or stakeholders that the project will impact. For instance, “The mobile app will primarily serve members aged 25–40 who rely on mobile technology to access resources.”
• Project Budget: If applicable, include a budget range or any financial parameters. Being upfront about this can help filter out respondents who may not align with your funding capacity.
• Expected Timeline: Provide a high-level timeline or milestones for the project. Include start and end dates, as well as any key deadlines.

This section sets the expectations for respondents and ensures they understand the scope and requirements of your project. The more specific you are, the better positioned respondents will be to craft proposals that align with your needs.

Submission Requirements

The submission requirements section outlines exactly what potential respondents need to include in their proposals. Clear and detailed requirements not only make it easier for respondents to craft their submissions but also streamline your evaluation process by ensuring all proposals follow a consistent structure.

What to include:

• Proposal Format: Specify the format you want for submissions. For example, “Proposals must be submitted as a PDF document, including the respondent’s contact information, project approach, and pricing details.”
• Required Documents and Information: List all the elements respondents should include in their proposal. For example:
  • An executive summary of their proposal.
  • A detailed approach or methodology for completing the project.
  • Examples of relevant experience or past projects.
  • Resumes or bios of key personnel involved in the project.
  • A detailed budget or cost breakdown.
• Length and Structure: Provide guidelines on the length of the proposal and the structure it should follow. For instance, “Proposals should not exceed 10 pages and must include the following sections: Introduction, Methodology, Budget, and References.”
• Supporting Materials: Mention any optional supporting materials you’re open to receiving, such as case studies, testimonials, or additional certifications.
• Submission Platform or Method: Clearly state how proposals should be submitted. For example, “All proposals must be submitted through our online portal” or “Proposals should be emailed to .”
• Questions or Clarifications: Provide details on how respondents can ask questions or seek clarification before submitting. For example, “All inquiries must be sent to [contact email] by [date].”

This section ensures that all submissions are consistent and contain the information you need to make an informed decision. By setting clear expectations, you make it easier for respondents to comply and for your team to evaluate the proposals efficiently.

Selection Criteria

The selection criteria section helps respondents understand how their proposals will be evaluated. By clearly defining what you’re looking for, you ensure submissions are more targeted and aligned with your organization’s needs. This section also makes your evaluation process more transparent and fair.

What to include:

• Evaluation Factors: List the key criteria you will use to evaluate proposals. Common factors include:
  • Alignment with project goals and objectives.
  • Relevant experience and qualifications.
  • Quality and feasibility of the proposed approach.
  • Cost-effectiveness and adherence to budget guidelines.
  • Timeline feasibility and ability to meet deadlines.
• Weighting or Prioritization: If certain factors are more important than others, explain this upfront. For example, “Proposals will be evaluated with the following weighting: Project Approach (40%), Cost (30%), Relevant Experience (20%), and Timeline Feasibility (10%).”
• Scoring System: Describe any scoring or ranking system you’ll use. For example, “Each proposal will be scored on a scale of 1 to 5 for each evaluation factor, with 5 being the highest.”
• Team or Panel: Mention who will be involved in the selection process. For instance, “Proposals will be reviewed by a panel of three board members and the project manager.”
• Non-Negotiables: Highlight any must-haves that will automatically disqualify a proposal if not met. For example, “Proposals without a detailed budget will not be considered.”

This section not only guides respondents in crafting proposals that meet your expectations but also helps your organization make objective and informed decisions. Transparency in the selection process builds trust with respondents and ensures you receive high-quality submissions tailored to your needs.

Timeline and Deadlines

The timeline and deadlines section is critical for ensuring that respondents understand your expectations for the submission process and the project’s overall schedule. A clear timeline helps potential respondents plan their submissions and demonstrates that your organization values efficiency and professionalism.

What to include:

• Submission Deadline: Clearly state the final date and time for proposal submissions. For example, “Proposals must be submitted no later than 5:00 PM EST on February 15, 2024.” Consider including the time zone to avoid confusion.
• Key Dates: Provide a timeline of important milestones in the CFP process, such as:
  • The date the CFP was issued.
  • The deadline for respondents to submit questions or clarifications.
  • The date when responses to questions will be provided.
  • The expected date for announcing shortlisted candidates or finalists.
  • The final decision or contract award date.
• Project Timeline: Outline the expected start and end dates for the project. If applicable, include specific phases or milestones within the project. For example, “The project will begin on March 1, 2024, and must be completed by June 30, 2024.”
• Flexibility or Fixed Dates: Indicate whether the timeline is fixed or if there is room for negotiation. For instance, “While the submission deadline is firm, the project timeline may be adjusted based on the selected respondent’s proposal.”

This section provides structure and clarity, ensuring that all respondents understand the timing requirements. A well-defined timeline not only encourages timely submissions but also sets realistic expectations for the project’s progress and completion.

Contact Information

The contact information section ensures that potential respondents can reach out with questions, seek clarifications, or submit their proposals without confusion. This section helps establish trust and professionalism by showing that your organization is accessible and willing to support respondents throughout the process.

What to include:

• Primary Point of Contact: Provide the name, title, and preferred contact method for the person or team managing the CFP. For example, “All inquiries should be directed to Sarah Smith, Project Coordinator, at sarah.smith@example.org.”
• Email Address: Include a dedicated email address for receiving proposals or answering questions. If possible, use an official organizational email (e.g., cfp@yourorganization.org) to maintain a professional image.
• Phone Number: If you’re open to phone inquiries, list a direct line for respondents to call during specified hours. For example, “You can reach us at (555) 123-4567, Monday through Friday, 9 AM–5 PM EST.”
• Mailing Address (if applicable): If you accept physical submissions or materials, include the full mailing address with any necessary instructions, such as, “Please mark the envelope with ‘CFP Submission.’”
• FAQs or Additional Resources: Mention if there is an FAQ page or additional resources that respondents can reference. For example, “Visit our website at [link] for FAQs and more details about the submission process.”
• Response Time for Questions: Indicate how quickly respondents can expect answers to their inquiries. For instance, “All questions will be responded to within 48 hours during business days.”

Providing clear and accessible contact information fosters a smooth communication process and reduces the chances of confusion or missed opportunities. It also signals to respondents that you’re committed to a transparent and professional CFP process.

Call for Proposal Best Practices

Creating a well-structured Call for Proposal (CFP) requires more than just filling out sections; it’s about presenting your request in a way that is clear, engaging, and compelling. By following a few best practices, you can enhance the quality of responses and simplify the evaluation process for your team.

1. Use Clear and Concise Language

Your CFP should be easy to read and understand. Avoid jargon or overly technical terms unless they are necessary and well-defined. Write in plain, professional language that conveys your expectations without ambiguity.

For example, instead of saying, “We seek solutions that leverage synergies to enhance member connectivity,” you could say, “We are looking for solutions that improve how members interact and connect with one another.”

2. Tailor the CFP to Your Audience

Consider the type of respondents you want to attract and tailor your language and content accordingly. For instance:

• If you’re seeking vendors for a technical project, include specific technical requirements and terminology.
• If you’re looking for speakers or consultants, emphasize the impact of their contributions and the audience they will reach.

This helps ensure your CFP resonates with the right audience and encourages qualified submissions.

3. Be Transparent About Budget and Constraints

If there are limitations on budget, timeline, or resources, be upfront about them in your CFP. Transparency prevents wasted time on proposals that are outside your scope and sets realistic expectations for respondents.

For example, including a statement like, “The budget for this project is capped at $50,000,” can help filter out submissions that don’t align with your financial constraints.

4. Provide Examples Where Possible

If applicable, include examples to clarify expectations. This could be a link to a previous successful project, a sample format for the proposal, or a description of what you’re envisioning. Concrete examples help respondents better understand your vision and tailor their proposals accordingly.

5. Review and Edit Thoroughly

Before issuing your CFP, review it for clarity, consistency, and accuracy. Check for:

• Typos or grammatical errors.
• Consistency in formatting and terminology.
• Completeness—ensure all sections (like deadlines, contact information, and evaluation criteria) are included.

Consider having someone unfamiliar with the project review the document to ensure it’s easy to follow.

6. Include a Call to Action

End your CFP with a strong call to action that reinforces the importance of submitting a proposal. For instance, “We’re excited to hear your ideas and look forward to reviewing your proposals. Don’t miss the opportunity to collaborate with us—submit your proposal by [deadline].”

Common Proposal Mistakes

Even a well-intentioned CFP can fall short if common mistakes are made during its creation. These errors can lead to confusion, low-quality responses, or wasted time for both your organization and respondents. By being aware of these pitfalls, you can ensure your CFP process runs smoothly.

Failing to Clearly Define Objectives

One of the most significant mistakes is not providing a clear purpose or goal for the project. If respondents are unsure of what you’re trying to achieve, their proposals may miss the mark. Be explicit about what you want and why it matters to your organization.

Setting Unrealistic Expectations

Overly tight deadlines, insufficient budgets, or ambiguous project requirements can discourage qualified respondents or lead to rushed, low-quality proposals. Ensure your timelines and expectations are reasonable and achievable.

Omitting Selection Criteria

Leaving out evaluation criteria makes it hard for respondents to tailor their proposals effectively and can lead to confusion about how decisions will be made. Clearly outline the factors that will influence your choice.

Using Vague Language

Avoid terms like “innovative solutions” or “high-quality results” without defining what they mean for your organization. Be as specific as possible to help respondents understand your needs and provide targeted responses.

Neglecting Communication

A lack of responsiveness during the CFP process can frustrate respondents and diminish the credibility of your organization. Make sure to provide clear contact information and respond promptly to any questions or concerns.

Including Too Much or Too Little Detail

Both extremes can hurt your CFP. Too little detail leaves respondents guessing, while an overwhelming amount of information can deter participation. Strive for a balance by providing the necessary details in a concise format.

By avoiding these common mistakes, you’ll create a CFP that not only attracts the right respondents but also sets a positive tone for collaboration from the outset.

How to Promote your Call for Proposal

Effective promotion of your CFP is essential to ensure it reaches the right audience and attracts high-quality responses. By strategically using multiple channels and engaging with the right communities, you can maximize visibility and participation.

Publish on Your Website

Your website is often the first place stakeholders will look for opportunities. Create a dedicated page for your CFP that includes all relevant details, such as submission requirements, timelines, and contact information. Ensure the page is easy to find by linking it from your homepage or sections like “Opportunities” or “Resources.” Additionally, optimize the page for search engines by including relevant keywords to help it appear in online searches.

Leverage Email Marketing

Email marketing is a powerful way to reach your network directly. Send an announcement to your existing contacts, such as members, partners, and vendors, detailing the opportunity and providing a link to the full CFP. Personalize your message when reaching out to key stakeholders to make the email more engaging. For larger campaigns, consider segmenting your email list to tailor the message to different audience groups.

Use Social Media Channels

Social media platforms are excellent tools for spreading the word about your CFP. Share posts across your organization’s channels, such as LinkedIn, Twitter, and Facebook, using compelling language that highlights the opportunity. For instance, “We’re looking for innovative ideas to enhance member engagement! Submit your proposal by [deadline].” Boost visibility by tagging relevant individuals or organizations and using popular industry hashtags.

Partner with Industry Networks

Collaborate with industry associations, organizations, or professional networks to expand your reach. Many of these groups have newsletters, websites, or forums where they share opportunities with their audiences. For example, a national trade association might include your CFP in its monthly email to members. Building partnerships like these can help you tap into an audience that’s already engaged in your sector.

Engage in Targeted Outreach

If you have specific individuals, vendors, or organizations in mind, reach out to them directly. A personalized email or phone call can demonstrate your interest in their expertise and encourage them to submit a proposal. For example, you could say, “We believe your experience in [specific field] would make you an excellent fit for this project, and we’d love to see a proposal from you.”

Post in Relevant Online Communities

Identify online communities, forums, or job boards that are active in your industry. Many sectors have niche platforms where professionals share opportunities and insights. Post your CFP in these spaces with a clear title and a brief summary, linking back to the full document on your website. Make sure to follow any posting guidelines to maintain credibility within the community.

Provide Reminders

As the submission deadline approaches, send reminders to ensure your CFP stays top of mind for potential respondents. Use email and social media to reiterate the deadline and emphasize the value of the opportunity. For example, a reminder post could say, “There’s still time to submit your proposal! Don’t miss this chance to collaborate with us—deadline is [date].” Reminders can encourage last-minute submissions and ensure you receive a robust response.

Evaluating Responses and Next Steps

Once the submission deadline has passed, the focus shifts to reviewing the proposals and selecting the best fit for your organization’s needs. A clear and methodical evaluation process ensures that you choose the right partner or solution while maintaining transparency and fairness.

Create an Evaluation Framework

Before diving into the review process, establish a framework for evaluating the proposals. Use the selection criteria outlined in your CFP as the foundation for your framework. Assign weights or scores to each criterion based on its importance. For example, you might allocate 40% to project approach, 30% to budget alignment, 20% to relevant experience, and 10% to timeline feasibility.

Organize an Evaluation Team

Assemble a team of key stakeholders to review the proposals. This team could include board members, project leads, or other decision-makers with expertise in the relevant area. Ensure that everyone involved understands the evaluation framework and agrees on the process to maintain consistency.

Screen for Completeness

Begin by checking each proposal for completeness. Confirm that all required sections and documents are included. Proposals missing critical components—such as a detailed budget or examples of past work—can be disqualified or flagged for further clarification.

Score and Compare Proposals

Using your evaluation framework, score each proposal based on the established criteria. Encourage team members to score independently before coming together to discuss. This minimizes bias and ensures a fair comparison. Once scores are compiled, identify the top proposals for further consideration.

Conduct Follow-Up Interviews or Clarifications

For shortlisted proposals, consider conducting interviews or requesting additional information. This step can help clarify any ambiguities and give you a better sense of how well a respondent aligns with your needs. For example, you might schedule a 30-minute call to discuss the project timeline in more detail.

Make the Final Selection

After thorough review and discussion, select the proposal that best meets your criteria. Document the decision-making process, noting why the chosen proposal stood out. This is especially important if you need to justify the decision to your board or stakeholders.

Communicate with All Respondents

Once a decision is made, promptly notify all respondents of the outcome. For those who were not selected, a courteous message thanking them for their submission helps maintain positive relationships. If possible, provide brief feedback to help them improve for future opportunities.

Negotiate and Finalize the Agreement

Work with the selected respondent to finalize the contract or agreement. This step may involve refining the scope, adjusting the budget, or setting milestones. Ensure that all terms are clear and documented before the project begins.

Streamline Your CFP Process and Make Confident Decisions

Crafting an effective Call for Proposal (CFP) is a critical step in securing the right speakers, vendors, or collaborators for your association’s projects or events. By incorporating clear objectives, detailed submission requirements, and transparent evaluation criteria, you set the stage for a smooth and productive selection process.

Avoiding common mistakes and promoting your CFP strategically will help you attract high-quality proposals that align with your organization’s goals. The review process can be complex, but it doesn’t have to be overwhelming. With the right tools, your team can save time, ensure fairness, and make confident decisions.

Ready to simplify your proposal review process? With MemberClicks’ Review Panel features, you can streamline proposal evaluations, enhance collaboration, and ensure transparency every step of the way. Discover how our intuitive platform can help you make better decisions faster. Learn More About Review Panel Today

The post How to Craft a Compelling Call for Proposals appeared first on MemberClicks.

What is a membership drive?

A membership drive is a campaign your organization launches to bring in grow new membership. Members don’t just find you over time: they’re drawn in, when and how you want them to be. 

Membership drives combine marketing and member recruitment efforts to engage prospective new members, introduce them to your organization, and gain their support.

Simply put, it means you’re giving them the extra push they need to decide they want to be a part of your organization. You’ll boost your member database and create lifelong supporters.

How do you start planning your membership campaign? That’s what we’re here for. Keep reading for fourteen tried and true ideas for your next membership drive, including:

1. Start a referral program.

Who doesn’t love perks? Kick off your membership drive by leveraging one of the best tools in your kit—your current membership base.

Launch a member referral program that brings in new members by using an incentive. This type of program will incentivize your current members to encourage people they know to join, or to recruit new members. You could use:

• A gift card
• Valuable electronic item
• A reduction in their own membership fee
• A free ticket

To level up, turn it into a friendly competition to see who can help bring in the most new members! The winner walks away with a special prize.

But…you might not know what type of incentive will motivate your members. If you’re feeling unsure, go to the source. Ask your members what they’d be most interested in, via a survey.

Once you’ve determined how you’ll incentivize your program, it’s time to promote it. Send the details to your current email list and mention it at your upcoming events. Use any other existing channels to help spread the word, but especially utilize your email marketing tools!

And don’t forget: if this is a limited time offer, let them know how long they have to take you up on it!

2. Organize a volunteer opportunity.

Consider partnering with a local nonprofit or other community organization to host a volunteer day. For potential members who want to make an impact, this could be a great opportunity to show them that you want to make the world a better place.

Try to tie the day of giving back either to your association or to a cause that many at your association are passionate about.

Plus, a volunteer opportunity means that prospective new members will be able to mingle with current members in a casual, low-key environment. That means you can demonstrate your organization’s commitment to charity, which can be an enticing aspect for philanthropic-minded people.

Looking for some inspo? Check out these volunteer recruitment ideas before you plan your next volunteer opportunity.

3. Provide a free educational experience.

One of the top reasons members will join your organization is if they know what’s in it for them. Education and professional development are key reasons they’ll be joining you!

But who would choose something when they don’t know what they’re getting? A free glimpse into your educational resources could do wonders for your association’s membership numbers.

For example, if you host an annual conference, consider opening a portion to the general public for free so they can get a taste of what you’re all about.

Or maybe host a free training workshop. This helps establish your credibility and value to potential new members. As it turns out, free education could be the best rate of return for your organization!

Membership drives give your prospects an inside look at your organization and leave them wanting to know more about the other benefits you offer. This is a non-salesy way to still put your best foot forward, but still gives you the opportunity to educate your audience.

4. Launch a social media campaign.

Do you have an active social media audience? Then take your membership drive online! Throughout your drive, take to your social accounts to remind your prospective members:

• Who You Are: What are your roots? When did your membership organization begin and what’s the history behind it? What do you stand for? Make sure to include some of your background to give prospective members an idea of what you’re all about.
• How Your Members Benefit: “What’s in it for me?” is the likely question from your prospective members. Don’t make them hunt for the information! Instead, offer it up in the “about” section of your page, and every now and then post benefits on your timeline. Consider having your current members talk about their favorite benefits, or featuring recent events.
• What They Can Do: Your audience may not be completely sold yet based on their initial search, which is normal. To help reel them in further, give them an idea of how they can join in on events and continuing education opportunities. It may be helpful to give them access for free before they pay for their membership. This helps give them a “test drive” of your membership organization.

As an added bonus and for even more credibility, ask your current members to film short testimonials you can share on your social media pages. Or, encourage them to fill out a review if the social platform allows for it, like Facebook.

Want to kick it up a notch? Launch a digital ads campaign across Facebook, Linkedin, and/or Google (if you’re a nonprofit, you could even get a Google Grant!).

5. Schedule a speaker series.

Expert speakers come with their own networks, and if you partner with those speakers for organization events, they’ll bring those audiences with them! Ask several accomplished individuals in your field to host talks or Q&A sessions with current and prospective members.

Once you’ve hooked your audience with the original speaker series, you can let your prospects know they can attend the rest of the series if they choose to join your organization. That’s just another added benefit to boost your membership count!

Even better: run this alongside your referral program, and let members bring prospects to these events as a part of the recruitment process.

6. Call prospective members directly.

Text messages reign supreme. Your inbox is overflowing.

But we’re offering an old-school approach to boosting your membership numbers. Pick up the phone and call your prospective members. This tried and true tactic stands out in a world where digital is the norm.

It may take extra effort. But that effort is a great way to show your prospective members that you care about them joining your association!

Prospects feel seen and heard as individuals and they will appreciate that you’ve taken the time to personally check in with them and answer any questions they may have about joining with a simple phone call. Just make sure the call is personalized, and you’re familiar with the prospects you’re reaching out to.

7. Partner with Industry Influencers

Partnering with influencers can amplify your membership drive by leveraging their credibility and reach within your target audience. Collaborate with industry experts or thought leaders to share their positive experiences with your organization through social media posts, blogs, or webinars.

This authentic endorsement introduces your association to a broader audience and builds trust, as people are more likely to be influenced by someone they respect. Choose influencers whose values align with your mission and provide them with key messaging points while allowing them creative freedom to authentically promote your drive.

8. Host a Virtual Open House

Hosting a virtual open house is an excellent way to showcase your association’s value and connect directly with prospective members in an engaging, interactive format. During the event, you can highlight key membership benefits, provide an overview of upcoming events, and offer sneak peeks into exclusive resources.

Incorporate live Q&A sessions, where attendees can ask questions and get real-time answers from your leadership team or current members. This personal interaction helps build trust and allows prospects to experience your community firsthand, making them more likely to join.

To maximize the impact, consider featuring testimonials from existing members and offering limited-time incentives for attendees who decide to join during the open house. Promote the event through your email lists, social media, and website, and ensure the registration process is simple.

A virtual open house not only breaks down geographic barriers but also provides a low-pressure environment for potential members to learn more about your association and its benefits.

Best Membership Drive Events to Grow Your Member List

Events are a fantastic way to grow awareness of your organizations and to expose new prospects to all the benefits membership has to offer. When crafting your membership drive campaign, consider hosting one of these events: 

Launch an Annual Conference:

Hosting an annual conference is a great way to bring together current members, showcase the value of membership, and attract new members. The conference can be combined with other events to host speakers, workshops, or networking events,

Having members gather over the course of many days allows for your current members to engage with prospective members. Attendees experience first-hand the benefits of your organization and begin build connections with other members.

Member recruiters can attract more members by highlighting membership perks. Special membership rates for the conference will also incentivize prospects to join up!

Networking Events

Networking event provides an opportunity for both members and non-members to meet and engage. These events typically have minimal structure and provide plenty of opportunity for attendees to connect.

Refreshments and an energizing location help create an loose vibe. Current members can connect with each other and bring colleagues and friends who are ideal potential new members. Make sure to have plenty of membership info for prospective members to check out.

After the event, follow-up with non-members to see if they’d like to officially join the organization. This would be a ideal time to offer a discount or enhanced member benefits

Host a “Bring a Friend” Event

Hosting a “Bring a Friend” event is a powerful way to introduce potential members to your association in a welcoming and personal setting. Encourage your current members to invite colleagues or friends who may be interested in joining, creating an opportunity for them to experience your organization’s community and benefits firsthand.

This type of event can be anything from a casual networking mixer to a structured workshop or seminar, allowing guests to interact with both staff and members, ask questions, and learn more about the value of membership.

To enhance the impact, offer incentives such as a discount on membership fees for guests who join during or shortly after the event. You can also reward the referring members with perks like event tickets or exclusive access to resources. This approach not only helps you grow your membership base but also strengthens the sense of community among existing members, making them active participants in the recruitment process.

Lunch or Happy Hour:

Having lunch or drinks is considered a more personal way to network in comparison to larger events. You may want to consider hosting a meal exclusively for prospective members at a well-known restaurant. This can be combined with a small workshop or guest speaker to deliver more value

It is also possible to organize a happy hour event that is open to both members and non-members. Request that members invite guests to be introduced to the organization. Pamphlets should be provided, and members of the membership committee will be available to answer any questions and show off the benefits of membership.

The effectiveness of personal invitations to join from real members can surpass that of generic marketing outreach.

Run a Charitable Event

Organizations hosting charitable events demonstrate their dedication to the community. These events also generate positive publicity and attract potential members who want to contribute. When promoting the event, emphasize member participation and the impact they can make.

Additionally, consider offering a discounted membership rate to non-profit employees or volunteers who attend and express interest in joining. Follow up promptly after the event to sign up new members while their enthusiasm for the cause is still fresh.

Host a Skills Workshop

Hosting free or low-cost workshops is an effective way to demonstrate an organization’s expertise. The educational content provides value to attendees while showcasing the strengths of the membership base. Record workshops to repurpose content for marketing.

Offer a promotional membership rate for non-members who participated in a workshop to convert them into members. Make sure to capture their contact info at the workshop for follow up.

Host a Guest Speaker Series

A guest speaker series offers members the opportunity to learn from industry leaders, innovators, and experts. Attendees get access to cutting-edge information and perspectives. Promote the exclusive speaker series as a member benefit and perk.

Offer a limited number of free passes to non-members to give them a preview. Have membership info and staff available to sign up new members on the spot after they experience a compelling speaker presentation.

Conclusion

Getting new members to join your association is no easy feat. Luckily, you’re armed with membership drive ideas that will help you boost your numbers over time. Try them out and see what works for your association today, what you could add in the future and where you find success.

Remember that education plays a huge role in driving new members, and that you can easily give prospects a taste of what your association has to offer.

If you’re looking for ways to find new members so that you can include them with your new membership drive ideas, make sure to check out this article on 10 Association Membership Recruitment Ideas for 2021. Plus, this article has a real-life example of who is doing each idea well.

Then, once you have those members, it’s time to welcome them! Use this article for 9 Ways to Welcome New Members to Your Organization. We’re talking welcome letters, welcome packets and more. And as a great association, you know that retention tactics never stop after you welcome new members. That’s why you’ll need to know these 9 Member Appreciation Ideas to Retain More Members. Find ideas like appreciation events, special social shoutouts and so much more.

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