No time to write an end of year appeal? We made a bunch of templates so you can plug & play. 



Seek the Lord

Prayer prompts might include....

  • Put my heart in the right place when it comes to this appeal. What do I need to surrender to You? 
  • Who do you want me to invite to give?
  • Is there anyone I need to be reminded of that I don't normally ask? 
  • How much are You directing me to raise?
  • Will You give me the capacity/ bravery/ diligence to ask individuals and faithfully follow up with them? 


Determine an amount

Take your monthly shortfall (support goal - promises) x 15 + backpay  OR  $10,000; whichever you feel better about setting as your goal.


Gather your names

  • Reminder: This appeals to a different type of giver
    • Search toolbox for one-time givers who gave $200< in a single gift in the last 3 yrs
    • How to find special gift history with Toolbox. Can you approve/ publish that page? 
    • if you have supporters who gave multiple times in 3 yrs, just count them 1x
    • lets say all those ppl give what they gave last time. How much does that add up to? Is that close to meeting your year-end ask amount?


Choose your method

  • 1:1 Ask, then send Thanksgiving card = good if you want to get ahead of the pack
  • Thanksgiving card then 1:1 ask = good if you want a relational primer before inviting them to give. 
  • Elements: *arrange in any order you wish
    • 1:1 invitation to give (phone, video call, in person, etc)
    • card - no ask, just relational/ im thankful for you. Doesnt have to include a pic, but if it does, dont feel like it has to be perfect. Selfie & move on
    • 1:1 follow up (phone or text)
    • mass letter "spaghetti against the wall" - sometimes will produce new irregular givers with which you can engage later
    • mass follow up
    • after-xmas reminder
    • Bonus points
      • Magnet or small gift (key, bookmark, bracelet, etc
      • an extra follow up


pick 20-40 to engage one-on-one. Plan to personally invite them to give. Phone call, Zoom or in-person. 

Personal Follow-up call/ text. 

This aligns most with the philosophy of the End of Year Appeal; 


Throw it at everyone; anyone who has ever given + prayer partners. See what sticks. 


EOY Letter Template

  • Send to your entire team (anyone who has ever given + prayer partners). Snail mail is most effective, with a copy sent a few weeks later via email as a soft follow-up.
  • Then pick 20-40 to engage one-on-one. 
  • Consider including a ministry magnet in the mailing (for your 20-40 or all).



Build your materials

Cool new feature: Order from our ChalkLine store and pay with your Reliant Fund Number! ChalkLine can even mail printed pieces for you directly to your supporters. 

Templates: 

Letter *Does this need to be a template on ChalkLine? If so, do I work with Amber on that?

magnet  *Waiting for template to upload in Reliant's store so I can link here. 

Thanksgiving Card  *Do we care about a Reliant-branded one or can we use these? Also, do we want to do an EOYA Bundle with all 3 of these? 

1:1 Invitation to Give 

Follow-up Phone Script

Follow-up Email 

Follow-up Text


Enter the contest! 

Send a copy of your end of year appeal to MTD@Reliant.org be entered into a drawing for a fabulous prize.


Track your giving

Now: Take a snapshot of your current giving so you can see who gave or increased in the coming months. 

Monthly: Compare giving to that snapshot to see if anything changed.

Thank donors accordingly. 

Prompts

Cards, Postcards



Sample Timelines - EOYA