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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. |
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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.
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