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: Easy as P.I.E. - Plan, Invite, 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.

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! 


October: PLAN IT OUT


November: SEND YOUR INVITE
(before Thanksgiving)



    1. Create your invitation + magnet via Chalkline
    2. 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


December: ENGAGE PERSONALLY

Action Steps:

    1. On Giving Tuesday, personally follow-up on your giving invitation 
    2. Around December 15th, send a second follow-up
    3. Around December 30th, last follow-up

October

November

December



Additional Resources