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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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| 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? | ||||||
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A special invitation to a ministry giving opportunity at the end of the calendar year. | Statistics indicate:
| 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! |
October: PLAN IT OUT |
Action Steps:
- 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.
November: SEND YOUR INVITE
(before Thanksgiving)
Action Steps:
- Gather a list of names you want to invite to give
- Create your invitation + magnet via Chalkline
- Send your mail-merge to Chalkline. Schedule it to be mailed out the week before Thanksgiving
- 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:
On
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November: INVITE PEOPLE TO GIVE
(before Thanksgiving)
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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, then schedule when you want them to snail-mail it. *We recommend sending the week before Thanksgiving.
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December: ENGAGE PERSONALLY
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On
Additional Resources
- Steps 1& 2 of Revisiting Cultivation - Good resource if you tend to have a hard time inviting people to give at year-end because you feel like you haven’t done a good enough job of cultivation.
- The Easy Peasy EOYA
- Sample EOYA Letter for Backpay
- Chalkline - Reliant Magnet Templates
- Chalkline - Thanksgiving cards
- Chalkline 2024 printing/mailing deadlines
- EOY Scripts/Samples
- Fundamentals for Large Donor Asks
- Sample Timelines - EOYA
