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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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November: SEND YOUR INVITE
(before Thanksgiving)

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  • Create your invitation + magnet via Chalkline
  • Send

    We've partnered with Chalkline to make it even easier to create and send your printed pieces. Simply use their templates or create your own, send your mail-merge to Chalkline

    . Schedule it to be snail-mailed out

    , then schedule when you want them to snail-mail it. *We recommend sending the week before Thanksgiving


    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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