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What is an End-of-Year Ask?Why is it important?Who should I invite? Do I wait until the end of the year to invite?
A special invitation to a ministry giving opportunity at the end of the calendar year.

Statistics indicate:

  • 31% of ALL CHARITABLE GIVING happens at year-end.
  • 12% of all giving happens in the last three days of the year.  
This appeal speaks to a different type of donor than your monthly one. It attracts irregular givers, those who only give when asked and those who tend to be higher capacity and customarily give at year end. Nope! The earlier the better! 
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October: PLAN IT OUT

Action Steps:

    1. Who do you want to invite to give?
      1. How to find special gift history with Toolbox
      2. You can download donor mailing addresses direct from Toolbox: MTD Reporting: Donors: Filter (All, Active, etc. You choose): Tasks: Download CSV
      3. Look at your prayer letter list for those who get updates but haven't yet given. 
    2. What is the vision or need you want to present? 
      1. Hint: It's not about the money, your ministry vision, or your needs.It's about giving people an opportunity to invest in something they care about.
    3. How do you want to invite them into this giving opportunity? 
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November: SEND YOUR INVITE
(before Thanksgiving)

Action Steps:

    1. Gather a list of names you want to invite to give
    2. Create your invitation + magnet via Chalkline
    3. Send your mail-merge to Chalkline. Schedule it to be mailed out the week before Thanksgiving
      1. You can download your list of donors direct from Toolbox: MTD Reporting: Donors: Filter (All, Active, etc. You choose): Tasks: Download CSV
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December: ENGAGE PERSONALLY

Action Steps:

    1. On Giving Tuesday, personally follow-up on your giving invitation 
    2. Around December 15th, send a second follow-up
    3. Around December 30th, last follow-up








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