Page History
...
UI Expand | ||
---|---|---|
| ||
For EOY, we usually recommend a Top 20 or 30 list. There are some good practices of who should be included on that list:
Your database can help you determine this. Run reports from the last 3 years and take a look at your list. Filter by: Gift Type/ Special, Last Gift/ Last 3 Years. The report will show special and recurring giving for each donor. To easily filter through, copy data into Excel or Google sheets and sort/ filter by special gift date. |
UI Expand | ||
---|---|---|
| ||
There are many options on how to make the Ask for an end of year gift. However, this is the process we recommend and have seen a lot of fruit from.
|
...
UI Expand | ||
---|---|---|
| ||
|
Sample Timeline
...
Review your data from the past 3 years. Look for:
- Donors who usually have given by this time of year but haven't.
- Reactive Givers: Those who don't give on a regular basis because they like to give more infrequently and only when asked. These donors tend to like to be the hero and give a larger lump sum toward a specific need. End-of-year appeals (vs monthly giving) tend to minister to this type of giver.
- Lapsed donors (non-current), donors who have stopped their regular recurring giving, and those who may be at risk of leaving your team. While monthly or quarterly giving might not fit with this donor's current situation, sometimes a special gift does.
- Anyone who has given a one-time gift in the past 3 years.
...
UI Expand | ||
---|---|---|
| ||
When people respond to your opportunity to make an impact through giving, the next step is to thank them. Donors give to multiple causes. An average donor will see 10-20 thank you's a year and promptly forget them all. You want to be the thanks they can't forget. The general standard is a hand-written thank-you card and a phone call. A welcome packet sent to a new donor or a small gift for a particularly impactful gift can go a long way! Develop the art of flattery in your thanks. Don't be shy about it! Tell your donor often, loud and clear, in the big type, just how great they are (because they are!) and remind them of the impact they're making. Do not include a financial ask or additional giving opportunity in your thanking process. See Annual Stewardship Plan & Timeline for how to follow-up with donors after the Year-End giving season with a THANK, SHOW, CONNECT, OFFER progression. |
UI Expand | ||
---|---|---|
| ||
Hooray! You've received gifts at year-end and you've thanked the donors. Now it's time to increase fruit through some cultivation. The Annual Stewardship Plan details how to honor and steward these special donors throughout the year with a Thank, Show, Connect, Offer cycle; recognizing their investment with genuine thanks, showing how their giving is making an impact, personally ministering to them, offering new opportunities to give and the cycle starts over. |
UI Expand | ||||||
---|---|---|---|---|---|---|
| ||||||
|
...