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October: PLAN IT OUT

    1. What is the vision or need the Lord wants you to present? Hint: It's not about the money.It's about giving people an opportunity to invest in something they care about.

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MultiExcerptNameSeek the Lord
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MultiExcerptNameDetermine an amount
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MultiExcerptNameGather Your Names
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  • How to find special gift history with Toolbox
  • You can download donor mailing addresses direct from Toolbox: MTD Reporting: Donors: Filter (All, Active, etc. You choose): Tasks: Download CSV
    • Look at your prayer letter list for those who get updates but haven't yet given.



      1. 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 snail-mailed out the week before Thanksgiving
        1. You can download your donor's mailing addresses 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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