Tips & Tools for Effective Year End Fundraising

Tips & Tools for Effective Year-End Fundraising
Richard Dietz, Nonprofit R+D
www.twitter.com/nonprofit_rd

Agenda
What is a Year-End Campaign?
Why you need to launch a Year-End Campaign
Best Practices for Year-End Campaigns
Templates and Examples
Q and A

Consultants have all the answers…
Nope, not really
Great at coming up with “Best Practices”
Only way to know if it works for YOUR organization is to test
Always be looking for what is working

Assumptions
For the purpose of today's webinar I am making a few assumptions:
You currently do not have an End of Year Campaign ready to launch or not happy with what you have
You are looking for some help getting one out the door
You don’t have a lot of time or resources
Focus will be on email, website and online fundraising
If you also do direct mail then you can incorporate it into this plan

Our Goals Today
Convince you why you need to launch a Year-End Campaign
Show you that its not as difficult or time consuming as you may have thought
Get you to take action and launch the campaign ASAP
No campaign is ever perfect or “ready”
Only way to improve is to get something out there and test

What is an End of Year Campaign?

Definition for End of Year Campaign
A coordinated multi-appeal fundraising campaign that capitalizes on the end of year giving cycles that is a part of a larger donor cultivation system
Key ideas from the definition
Multi-appeal
Giving cycles
Part of larger system (Donor Engagement)
Also known as:
EOY Campaign
Year End Campaign
Holiday Campaign

Why you NEED to launch
an End of Year Campaign?

Why an End of Year Campaign?
NPO’s raise from 40% to 70% of their funds at the end of the year
People like to give during the holiday season
People like to get their tax breaks
Great way to update your supporters about the years accomplishments and what you have planned for the new year
Great opportunity to find new donors

Best Practices and Tips
for End of Year Campaigns

Best Practices
Prepare and Plan
But keep it simple for now
Multiple Touch Points
Easy Donation Process
Tell a Great Story
Inspire them with your passion
Individual stories are best
Make it timely

Best Practices (continued)
Vivid Examples of How Donations Will be Used
Follow Up
Your New Year’s resolution
Develop donor engagement
Welcome email or series
Multiple thanks throughout the year
Measure and Test Throughout the Year
Allow Supporters to “spread the word”

Resources and Templates for End of Year Campaigns

Resources and Templates
Google is Your Friend
Search for “End of year appeal example”, “thank you card example”, etc. Gets you off the blank page.
Sage Fundraising Online
www.sagenonprofit.com/fundraisingonline
Timeline and Templates
See handout

Conclusion
End of year campaigns are not as difficult as they seem
Take action
Only YOU can figure out what works for YOUR organization
Check out the new online tools likeSage Fundraising Online:
www.sagenonprofit.com/fundraisingonline

Q&A
Learn about new Sage Fundraising Online and enter for your chance to win a $5000 unrestricted grant
www.connectwithsage.com
Contact Richard Dietz:
richard@nonprofitrd.com
www.twitter.com/nonprofit_rd
512-850-6501
Contact Sage:
www.sagenonprofit.comwww.twitter.com/sagenonprofit
800-811-0961

Tips & Tools for Effective Year End Fundraising

by Sage Nonprofit Solutions on Nov 02, 2010

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Tips & Tools for Effective Year End Fundraising — Presentation Transcript