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eItIt's the most wonderful time of the year! Time to engage those who respond well to an End of Year Ask. 

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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?

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

What is the vision or need the Lord wants you to present? 

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November
November

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    1. 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 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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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

November

December



Additional Resources