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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! 

...

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?

A special invitation to a ministry giving opportunity at the end of the calendar year.

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October
October

Statistics indicate:

  • 31% of ALL CHARITABLE GIVING happens at year-end.
  • 12% of all giving happens in the last three days of the year.  
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! 
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October: PLAN IT OUT

Action Steps:

  • Who do you want to invite to give?
    1. How to find special gift history with Toolbox
    2. You can download donor mailing addresses direct from Toolbox: MTD Reporting: Donors: Filter (All, Active, etc. You choose): Tasks: Download CSV
    3. Look at your prayer letter list for those who get updates but haven't yet given. 
  • What is the vision or need you want to present? Hint: It's not about the money, your ministry vision, or your needs.It's about giving people an opportunity to invest in something they care about.
  • How do you want to invite them into this giving opportunity? 
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    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 mailed out the week before Thanksgiving
        1. You can download your list of donors direct from Toolbox: MTD Reporting: Donors: Filter (All, Active, etc. You choose): Tasks: Download CSV

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    November
    November

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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
    December


    December: ENGAGE PERSONALLY

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    December: ENGAGE PERSONALLY

    Action Steps:

    On


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    On 

    Giving Tuesday, personally follow-up on your giving invitation 

    Around December 15th, send a second follow-up

    Around Christmas, consider a "Merry Christmas" message (no mention of support)

    Around December 30th, last follow-up

    October

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    Additional Resources