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Comment: Added in a little more on how to cull through data from the 3-year report.

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titleWho To Ask

For EOY, we usually recommend a Top 20 or 30 list. There are some good practices of who should be included on that list:

  • Look at those who give annually,
    Consider asking donors who give once or twice a year to consider making an end-of-year donation.
  • Look at those who give irregularly
    You likely have some donors who give as money comes up. End of the year is a great time to let them know your need
  • Look at those who give only when asked
    Many donors aren't able to make monthly commitments but would love to give towards a need once a year. Look at your list and find those donors. 
  • Look at those who have never given but might be open if asked again.
    Take a look at your prayer list and consider asking people who may not have been asked in a year or two. It's possible their situation has changed and would be open to giving. 

  • Lapsed donors (non-current), who have stopped their regular recurring giving, and those who may be at risk of leaving your team. While monthly or quarterly giving might not fit with this donor's current situation, sometimes a special gift does. 

  • Anyone who has given a one-time gift in the past 3 years. 

  • Who NOT ask: Those you've asked for a special gift or increase in regular giving in the past 3-6 months (your discretion). 

Your database can help you determine this. Run reports from the last 3 years and take a look at your list. Filter by: Gift Type/ Special, Last Gift/ Last 3 Years. The report will show special and recurring giving for each donor. To easily filter through, copy data into Excel or Google sheets and sort/ filter by special gift date. 


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titleHow To Ask

There are many options on how to make the Ask for an end of year gift. However, this is the process we recommend and have seen a lot of fruit from. 

  • Card: Send a Thanksgiving card to each person on your list. Include a hand-written, personal note reflecting why you're thankful for them in this season. Also include a picture or magnet with your smiling face. Drop it in the mail before Thanksgiving. This puts you ahead of the other Christmas-card and year-end-giving appeals. Here are some holiday card examples. Additional examples.

  • Phone: Call each person on your list and make the EOY ask voice-to-voice (or face-to-face). The point is for you to make a very personal ask. If your donor only texts, then make the ask over text. But don't let that be the default for everyone. Put in the effort to make the ask voice-to-voice or face-to-face. 

  • Letter: After the ask, let them know you'll send an email with a letter. This email has details about the ministry vision for the coming year as well as how to give (mailing address for check donors, link for online and instructions for EFT/Lifelink). Let them know you'll be praying the Lord makes it clear on how much He's challenging them to generously give. Also let them know you'll call back to see how God is leading them. 

  • Phone: Anticipate you'll have to make about 3 follow-up calls/texts/emails before a decision is made. Don't let this surprise or discourage you. It's normal. Use the end of the year as a motivator. Calendar out and batch your follow-up calls. Sample:  One follow-up each week of December. 

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