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October: PLAN IT OUT

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November
November

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MultiExcerptNameSeek the Lord
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Multiexcerpt include
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MultiExcerptNameDetermine an amount
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Multiexcerpt include
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MultiExcerptNameGather Your Names
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Multiexcerpt include
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MultiExcerptNameChoose your method
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November: SEND YOUR INVITE
(before Thanksgiving)


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Gather Your Names

Take a snapshot
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Gather a list of names you want to invite to give

Multiexcerpt include
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MultiExcerptNameBuild your materials
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    1. Create your invitation + magnet via Chalkline
    2. 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


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December
December

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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