Tips & Tools for Effective Year End Fundraising


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Richard Dietz from Nonprofit R+D shows you how to create a beneficial end-of-year campaign and how you can launch yours, with minimal stress, this year. Year-end fundraising campaigns do not just happen... they require detailed planning and high-quality execution.

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Tips & Tools for Effective Year End Fundraising

  1. 1. Tips & Tools for Effective Year-End Fundraising Richard Dietz, Nonprofit R+D
  2. 2. 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
  3. 3. 3 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
  4. 4. 4 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
  5. 5. 5 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
  6. 6. 6 What is an End of Year Campaign?
  7. 7. 7 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
  8. 8. 8 Why you NEED to launch an End of Year Campaign?
  9. 9. 9 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
  10. 10. 10 Best Practices and Tips for End of Year Campaigns
  11. 11. 11 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
  12. 12. 12 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”
  13. 13. 13 Resources and Templates for End of Year Campaigns
  14. 14. 14 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 – • Timeline and Templates – See handout
  15. 15. 15 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 like Sage Fundraising Online: –
  16. 16. 16 Q&A Learn about new Sage Fundraising Online and enter for your chance to win a $5000 unrestricted grant Contact Richard Dietz: 512-850-6501 Contact Sage: 800-811-0961