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The first step in a great EOTA is figuring out the "WHO." You will want to send you EOTA to your entire ministry team, but you will also want to focus on a specific segment. Because we ALL know that "An ask to everyone is an ask to no one!" So let's walk through a few steps.

First, stop and pray. Then plan. The old adage is true; We don't plan to fail, we fail to plan. December can be a very valuable time for fundraising, if it's approached thoughtfully and in a way that helps your messaging stand out. If you're going to do an end of the year ask, take the time to ask the Lord for His wisdom on whom to contact. Then plan it out. 

Second, mine your data from the past 3 years. Look for: 

  • Donors who usually have given by this time of year but haven't.  
  • Reactive Givers: Those who don't give on a regular basis because they like to give more infrequently and only when asked. These donors tend to like to be the hero and give a larger lump sum toward a specific need. End of year appeals (vs monthly giving) tend to minister to this type of giver.
  • Lapsed donors (non-current) and those who may be at risk of leaving your team. 
  • Anyone who has given a one-time gift in the past 3 years. 

Finally, ID your Top 20. Through prayer, ask the Lord to help you make a list of the top 20 people you should contact one-on-one with your ask (either face to face or voice to voice). Typically, it's best if this group is made up of different people than those you usually contact with special asks; your regular end of year givers being the exception. *However, if anyone falls into all 4 categories above, they should probably be on your Top 20 list.