Welcome to Solomon!

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UI Steps


UI Step

Seek the Lord

Prayer prompts might include....

  • Put my heart in the right place when it comes to this appeal. What do I need to surrender to You? 
  • Who do you want me to invite to give?
  • Is there anyone I need to be reminded of that I don't normally ask? 
  • How much are You directing me to raise?
  • Will You give me the capacity/ bravery/ diligence to ask individuals and faithfully follow up with them? 


UI Step

Determine an amount

Take your monthly shortfall (support goal - promises) x 15 + backpay  OR  $10,000; whichever you feel better about setting as your goal.


UI Step

Gather your names

  • Reminder: This appeals to a different type of giver
    • Search toolbox for one-time givers who gave $200< in a single gift in the last 3 yrs
    • How to find special gift history with Toolbox. Can you approve/ publish that page? 
    • if you have supporters who gave multiple times in 3 yrs, just count them 1x
    • lets say all those ppl give what they gave last time. How much does that add up to? Is that close to meeting your year-end ask amount?


UI Step

Choose your method

1:1 ask and follow up + spaghetti on the wall (i.e. letter to everyone). Hybrid = both

UI Step

Build your materials

Letter

magnet

etc

UI Step

Enter the contest! 

Send a copy of your end of year appeal to MTD@Reliant.org be entered into a drawing for a fabulous prize.

Cool new feature: Order from our ChalkLine store and pay with your Reliant Fund Number! ChalkLine can even mail printed pieces for you directly to your supporters. 

UI Expand
titleLetter

EOY Letter Template

  • Send to your entire team (anyone who has ever given + prayer partners). Snail mail is most effective, with a copy sent a few weeks later via email as a soft follow-up.
  • Then pick 20-40 to engage one-on-one. 
    • Consider including a ministry magnet in the mailing (for your 20-40 or all).

    • 1:1

    ...

      • link to Chalkline store 
        • thanksgiving card *Do we care about a Reliant-branded one or can we use these? 
        • magnet *Amber is working on these
        • ask letter + magnet (is it in the store yet?) - EOYA bundle
      • Hey Market is Reliant's text service - we can text our people
        • Jenni Saniuk do we do an opt-in for reminder texts? Or opt-out? 
      • Find or write Solomon pg: How to find special gifts in Toolbox. *See screenshots from chat. 

    cohort workshop

    ...

    • Ask, then send Thanksgiving card = good if you want to get ahead of the pack
    • Thanksgiving card then 1:1 ask = good if you want a relational primer before inviting them to give. 
    • Elements: *arrange in any order you wish
      • 1:1 invitation to give (phone, video call, in person, etc)
      • card - no ask, just relational/ im thankful for you. Doesnt have to include a pic, but if it does, dont feel like it has to be perfect. Selfie & move on
      • 1:1 follow up (phone or text)
      • mass letter "spaghetti against the wall" - sometimes will produce new irregular givers with which you can engage later
      • mass follow up
      • after-xmas reminder
      • Bonus points
        • Magnet or small gift (key, bookmark, bracelet, etc
        • an extra follow up


    UI Expand
    title1:1 Ask + Follow up

    pick 20-40 to engage one-on-one. Plan to personally invite them to give. Phone call, Zoom or in-person. 

    Personal Follow-up call/ text. 

    This aligns most with the philosophy of the End of Year Appeal; 


    UI Expand
    titleSpaghetti against the wall

    Throw it at everyone; anyone who has ever given + prayer partners. See what sticks. 


    UI Expand
    titleHybrid

    EOY Letter Template

    • Send to your entire team (anyone who has ever given + prayer partners). Snail mail is most effective, with a copy sent a few weeks later via email as a soft follow-up.
    • Then pick 20-40 to engage one-on-one. 
    • Consider including a ministry magnet in the mailing (for your 20-40 or all).



    UI Step

    Build your materials

    Cool new feature: Order from our ChalkLine store and pay with your Reliant Fund Number! ChalkLine can even mail printed pieces for you directly to your supporters. 

    Templates: 

    Letter *Does this need to be a template on ChalkLine? If so, do I work with Amber on that?

    magnet  *Waiting for template to upload in Reliant's store so I can link here. 

    Thanksgiving Card  *Do we care about a Reliant-branded one or can we use these? Also, do we want to do an EOYA Bundle with all 3 of these? 

    1:1 Invitation to Give 

    Follow-up Phone Script

    Follow-up Email 

    Follow-up Text


    UI Step

    Enter the contest! 

    Send a copy of your end of year appeal to MTD@Reliant.org be entered into a drawing for a fabulous prize.


    UI Step

    Track your giving

    Now: Take a snapshot of your current giving so you can see who gave or increased in the coming months. 

    Monthly: Compare giving to that snapshot to see if anything changed.

    Thank donors accordingly. 

    Prompts

    Cards, Postcards



    Sample Timelines - EOYA