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September -October

Through prayer, ask the Lord to determine your need and what you will ask for. Usually appeals for one-time gifts (vs monthly support, gifts in kind or service projects) are most effective this time of year. (Sample asks are displayed below.) Begin praying over your donors by name. 

Game Plan for End Of Year Giving#HowMuchToAskFor

Late October-Early November

Review your data from the past 3 years. Look for: 

  1. Donors who usually have given by this time of year but haven't.  
  2. 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.
  3. Lapsed donors (non-current), donors 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. 
  4. Anyone who has given a one-time gift in the past 3 years. 
Early-Mid NovemberID The 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. *Who not to ask: Those you've asked for a special gift or increase in regular giving in the past 3-6 months (your discretion). 
Mid-November

Send a paper Thanksgiving card to your Top 20* along with a short, handwritten note about why you’re thankful for them. This should be a meaningful message of gratitude. The goal is to remind donors how valuable they are to you and the impact they are helping to make in the Kingdom. Bonus points for including your picture on or in this card! Please consider hand-addressing the envelope. A simple way to mail a card to your Top 20 is to pick up a pack of cards at the store and print 20 photos (of you or you + the people you minister to) at the photo center. Keep it simple so you're more likely to do it. If you have the time, you can send to more than just your Top 20, but make sure your first priority is reaching your Top 20. 

Christmas & Thanksgiving Card SAMPLES

Last week of November

Follow up the Thanksgiving card with an email containing your end of year need info. Encourage your contact to pray about how the Lord may have them respond to this need. Then let them know you'll be calling in a few days to see how the Lord has led them. Consider batching the emails in groups so you're not trying to make follow-up calls to 20 people all on the same day. Manageability is key.

EOY Scripts/Samples

End of Year Ask SAMPLES

A few days later

Follow up your email with a phone call to invite your contact to give. Remember, your most effective asks are going to be face-to-face (even over a video call). If that can't happen, then second best is voice-to-voice. An ask in a mass email that's not followed up with a one-on-one ask is the least effective. 

EOY Scripts/Samples

A few days later

Follow up

Also see: Follow Up Strategies

A few days laterFollow up
After Christmas Follow up
Last week of December Follow up
First week of JanuaryThank your year-end givers for being the amazing people they are! The general standard is a hand-written thank-you card and a phone call. 
BeyondPlan to cultivate your special-gift donors throughout the year by thanking, sharing the impact of their giving, personally connecting, then presenting them with another giving opportunity. *You can do this every 6 months. More here: Annual Stewardship Plan & Timeline.

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