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5-Point Checklist 
for Year-End 
Fundraising Emails
5-Point Checklist for Year-End Fundraising Emails 
Tell a powerful story
5-Point Checklist for Year-End Fundraising Emails 
• A story about a real person 
• Weave the story arc throughout emails 
• Ask readers to become part of the story 
Tell a powerful story
5-Point Checklist for Year-End Fundraising Emails 
Tailor messaging for each audience
5-Point Checklist for Year-End Fundraising Emails 
• Previous donors 
• Volunteers 
• Advocates 
• New donors 
Tailor messaging for each audience
5-Point Checklist for Year-End Fundraising Emails 
Make it mobile
5-Point Checklist for Year-End Fundraising Emails 
• Use responsive templates 
• Send a test to your mobile device 
• Use single column templates 
• Use GIF images (these load faster) 
Make it mobile
5-Point Checklist for Year-End Fundraising Emails 
Create auto-responders
5-Point Checklist for Year-End Fundraising Emails 
• Say thanks 
• Ask new donors to share 
• Report back about their gift 
Create auto-responders
5-Point Checklist for Year-End Fundraising Emails 
• M&R study says nonprofits 
send 7 fundraising emails 
per subscriber in December 
• Ask at least twice between 
12/27 and 12/30 
• Ask twice on 12/31 
Ask 7 times in December
Email Message Worksheet 
Instructions: Complete this worksheet for each email. 
empowered by Email Campaign Planning Workbook 
Sender: 
Subject line (write 3 variations): 
Pre-header: 
First sentence (grab their attention): 
Email message (2-3 short paragraphs): 
Call-to-action (include 3 variations throughout email):
johnhaydon.com 
About John 
Consultant, Trainer, Coach - Helping nonprofits get more from their digital marketing 
and online fundraising. Consultancy based in Cambridge, MA. 
Instructor at Marketing Profs University, regular contributor at Social Media Examiner 
Author: Facebook Marketing for Dummies, 3rd and 4th Editions 
Speaker: The Nonprofit Technology Conference, Social Media 4 Nonprofits, Blackbaud’s 
BBCon, New Media Expo, AFP New Jersey, TechSoup, GrantSpace, Chronicle of 
Philanthropy, NetworkForGood and various local Chamber of Commerce. 
Clients include: Habitat for Humanity, EpicChange, Share Our Strength, Environmental 
Defense Fund, Shriners Hospitals for Children, Boston Medical Center, Community 
TechKnowledge, Scholastic, TechSoup, WaterAid America, University of Massachusetts, 
Community Music Center of Boston, National Wildlife Federation, Razoo Foundation.

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5-Point Checklist for Year-End Fundraising Emails

  • 1. 5-Point Checklist for Year-End Fundraising Emails
  • 2. 5-Point Checklist for Year-End Fundraising Emails Tell a powerful story
  • 3. 5-Point Checklist for Year-End Fundraising Emails • A story about a real person • Weave the story arc throughout emails • Ask readers to become part of the story Tell a powerful story
  • 4. 5-Point Checklist for Year-End Fundraising Emails Tailor messaging for each audience
  • 5. 5-Point Checklist for Year-End Fundraising Emails • Previous donors • Volunteers • Advocates • New donors Tailor messaging for each audience
  • 6. 5-Point Checklist for Year-End Fundraising Emails Make it mobile
  • 7. 5-Point Checklist for Year-End Fundraising Emails • Use responsive templates • Send a test to your mobile device • Use single column templates • Use GIF images (these load faster) Make it mobile
  • 8. 5-Point Checklist for Year-End Fundraising Emails Create auto-responders
  • 9. 5-Point Checklist for Year-End Fundraising Emails • Say thanks • Ask new donors to share • Report back about their gift Create auto-responders
  • 10. 5-Point Checklist for Year-End Fundraising Emails • M&R study says nonprofits send 7 fundraising emails per subscriber in December • Ask at least twice between 12/27 and 12/30 • Ask twice on 12/31 Ask 7 times in December
  • 11. Email Message Worksheet Instructions: Complete this worksheet for each email. empowered by Email Campaign Planning Workbook Sender: Subject line (write 3 variations): Pre-header: First sentence (grab their attention): Email message (2-3 short paragraphs): Call-to-action (include 3 variations throughout email):
  • 12. johnhaydon.com About John Consultant, Trainer, Coach - Helping nonprofits get more from their digital marketing and online fundraising. Consultancy based in Cambridge, MA. Instructor at Marketing Profs University, regular contributor at Social Media Examiner Author: Facebook Marketing for Dummies, 3rd and 4th Editions Speaker: The Nonprofit Technology Conference, Social Media 4 Nonprofits, Blackbaud’s BBCon, New Media Expo, AFP New Jersey, TechSoup, GrantSpace, Chronicle of Philanthropy, NetworkForGood and various local Chamber of Commerce. Clients include: Habitat for Humanity, EpicChange, Share Our Strength, Environmental Defense Fund, Shriners Hospitals for Children, Boston Medical Center, Community TechKnowledge, Scholastic, TechSoup, WaterAid America, University of Massachusetts, Community Music Center of Boston, National Wildlife Federation, Razoo Foundation.