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It's the most wonderful time of the year! Time to engage those who respond well to an End of Year Ask. 

Our theme this year is called : Easy as P.I.E. -  PlanPlan, Invite, and Engage.

With these three steps, we believe you can easily and thoughtfully create an appeal that will be impactful and fruitful! 

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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? 

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

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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Additional Resources