The worksheet can help you develop a comprehensive fundraising strategy for the holiday season!

1. Year-End Fundraising Strategy Worksheet
This time of year means one thing: year-end fundraising! Why the excitement? Well, last year, GlobalGiving
helped more than 1,800 organizations raise more than $5.7 million in December. That’s more than 17% of
GlobalGiving’s total donation volume for the year!
And we’re not alone. According to Blackbaud’s Charitable Giving Report, the average organization raises 18%
of their annual income in December alone!
What are you doing to get ready? Use this worksheet to create a solid strategy for your year-end fundraising.
1. Enter the Campaign
GlobalGiving’s campaigns are designed to create a sense of urgency and to offer your supporters an added
incentive to give to your organization during this important time of the year.
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Organization Name: ____________________________________
Year-End Fundraising Goal: $__________ from _______ donors
Year-End Campaign
We’re offering NINE bonus awards to the top projects that raise the most money from their supporters
between December 1st and 31st. Projects must raise at least $3,000 from 30 donors in order to qualify
for a bonus award. The organization with the most money raised will win $3,000. Sign up here to join the
campaign by Friday, November 20. Learn more here.

2. 2. Pick Your Tools
3. Set Your Objectives
Ok, so we know that you want to raise money, but what other objectives do you have for your year-end
fundraising? Are there things that you hope to test or learn? Are you looking to engage new audiences or re-
energize an existing donor base? Share your additional objectives here.
Example: Reach out to 30 new donors using email and social media
• ___________________________________________________________________________
• ___________________________________________________________________________
• ___________________________________________________________________________
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Tribute Cards
Donors can choose to make a donation to your project in honor of someone special
and GlobalGiving will send the gift recipient an email, print-at-home, or physical
tribute card. We even offer email and print-at-home cards that are customized to
your project page. This is a popular holiday donation option. You may consider
promoting this as a last minute gift option!
Fundraiser Pages
GlobalGiving makes it easy for you to turn your organization's
supporters into active advocates. Supporters can use fundraisers to
set their own fundraising goals and reach out to their own networks
on your behalf! Consider using fundraiser pages to engage your
advocates in GlobalGiving’s Year-End Campaign.
Recurring Donations
Take advantage of GlobalGiving’s recurring donation tool to
encourage your supporters to make a commitment to support
your programs in 2016. Donors sign up using the “month
recurring” option on your project. GlobalGiving automatically
deducts the donation from the donor’s credit card each month.

3. 4. Choose your Advocates
Campaign fundraising is not a one person job. Project leaders that have the support of a core group of people
are more likely to succeed. Identify the people in your network you can count on to help develop a strategy,
reach out to their networks, and conduct outreach. You may even want to pull them into a meeting before
completing this worksheet!
Advocate Role Expectation
Example: Brian
In charge of outreach
at American University
Outreach to 50
students. 15 donations.
5. Identify Your Network
Identify the people or groups that you would like to reach out to during this campaign. Make sure to include
long-time supporters and new, potential supporters. Estimate the amount that each donor in your network
is likely to donate to your project. Be realistic. This estimate will help you assess the number of people you
need to solicit to reach your goal. Be sure to identify who in your organization or team is responsible for
outreach to each individual listed below. Make sure no one slips through the cracks!
Individual Donors and Supporters
Example: Kelsey Jacobs $20
Volunteers
Donor Groups (religious institutions, neighborhood association, school, etc.)
Example: Rotary Club Members $500
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4. Beneficiaries and local community members (Your beneficiaries can be your biggest advocates!)
Collaborating Organizations and Professional Contacts
Local Leaders (business owners, prominent community members)
Personal Family and Friends
Other
6. Create Your Talking Points
Develop consistent communications for your year-end fundraising. Identify stories about individuals that you
want to feature throughout November and December. Craft a specific ask for the holiday season. Make sure to
include compelling and vibrant photos.
Join GlobalGiving's Digital Unmarketing Specialist, Will Frechette, to hear best practices for compelling year-
end storytelling and to learn how to use data to create an effective communications plan.
Date: Thursday, October 29th
Times: 9 am EDT (Register Here) and 3 pm EDT (Register Here)
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5. 7. Develop an Outreach Strategy
A good fundraising strategy uses multiple methods of outreach. Identify which methods of outreach are best
for your organization.
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Email
How many people will you email? Who are they?
How often? ______ times per week
When? Pick specific dates for emails before the campaign begins.
What do you want email recipients to do?
Who will be responsible for sending emails in your organization or team?
Social Media
Which type of Social Media will you use?
Who are you targeting on Social Media?
Who is responsible for Social Media outreach in your team?
How many times a day will you post?
What are your “asks”?
Phone Calls
How many people will you or your team call personally? Who are they? Are they the same as
the people on your email list?
Who will be responsible for calling each person?
How often? Pick specific dates for phone calls before the campaign begins.
What will you ask? Prepare talking points before making phone calls.
Community Outreach Event
What is the event? Who is speaking? When? Where?
Will you have access to computers or the internet so that people can make donations?
What are the “asks”? Prepare talking points in advance.
Incentives
Offer your supporters an incentive to help you reach your goals. Offer to host a party at the end
of the campaign or to do something outrageous or funny if your organization succeeds!
What incentives would your audience find appealing?
In what ways do you expect this incentive to help you reach your goals?
Who is responsible for delivering or providing the incentive?
Other
It is important to think outside the box! Develop a strategy that is
unique, exciting, and engaging. What other methods can you use to
reach out to your network?

6. 8. Create a Calendar
Use this calendar to finalize your plans for your campaign. Set dates for email blasts, Facebook posts, and
phone calls. Set up times prior to, during, and after the campaign to meet as a team and discuss your goals
and, if necessary, readjust your strategy.
November
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
December
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
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7. 8. Create a Calendar
Use this calendar to finalize your plans for your campaign. Set dates for email blasts, Facebook posts, and
phone calls. Set up times prior to, during, and after the campaign to meet as a team and discuss your goals
and, if necessary, readjust your strategy.
November
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
December
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
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