Title: 13 Steps to Perfect Year End Giving Campaign in 2018
113 Steps to the Perfect Year-End Giving Campaign
in 2018
2Year-end giving is a great opportunity for
nonprofits to meet their fundraising goals
331
Annual giving occurs in December
12
Annual giving occurs in the last three days of
December
428
Nonprofits raise between 26 50 of their annual
funds for their year-end ask
BIG DEAL
5Start Planning Early
Step 1
52 of nonprofits start planning their year-end
ask in October
6Makes sense to plan early so that you can prepare
all the tools needed to accomplish your objectives
September is the ideal time to start planning
7Review Your 2017 Year-End Campaign
Step 2
Before you start working on your 2018 campaign,
review your 2017 efforts
8Refresh your memory
9Look At Where Youre At
Step 3
Take a look at where youre at in this present
moment
10Fiscal Situation
3.1
Understanding where you are finances-wise can
help your nonprofit team set realistic
State of Operations
3.2
Take some time to look at the overall state of
your nonprofit
11Set Goals
Step 4
Nonprofit organizations must set specific,
incremental goals
12Specific
Measurable
SMART
Attainable
Relevant
Time-bound
13See What You Have
Step 5
Recap which resources you have access to at the
moment
14Once you have a better idea of what you have at
disposal, youll be able to create a more
informed and realistic plan to get all those
donations flowing in
15Figure Out The Big Picture The Team
Step 6
Look at the scope of your campaign
16Who are you trying to reach? Why?
Where are you going to find them?
How long will your campaign last for?
What is success to you?
Who is on the campaign team?
17Think About Your Audience
Step 7
Before the campaign officially launches, youll
want to have your thank you materials ready to
go for late
187.1
Create Donor Segments
Audience segmentation basically means that youre
dividing your donors into groups based on their
behavior or traits
60
Identify Target Donors
7.2
Funds youll raise during your annual campaign
will be from major gifts, according to DonorSearch
19Decide on Theme and Messaging
Step 8
Start creating your fundraising messages
20This is where storytelling will come in handy. As
weve highlighted multiple times on our Nonprofit
Blog here at Donorbox, people respond to people
21Create Your Timeline
Step 9
Audience check! Theme and messaging check!
22Now is the time to start working on that
timeline. Your end of year campaign should last
no longer than 6 weeks
23Make the Ask
Step 10
Time to select your communication channels
24Social Media
Phone
Mail
E-Mail
Events
In-person Meetings
Website
25Keep it donor-centric
Keep it human
Use the power of storytelling
Go visual
Include a clear call to action
Establish giving levels
26Follow Through
Step 11
Time to start following through
27Donors need to be reminded throughout the
campaign to donate. Include a call to action in
every message you send out via your selected
communication channels
28Thank, Thank, Recognize
Step 12
Thank you materials created before the start of
the campaign
29Giving out thank yous also increases the
chances of donors coming back and donating again
and helps set the foundation for strong and
positive relationships with your donors
30Measure and Analyse
Step 13
Your year-end fundraising campaign is done
31Go through your KPIs and track results
Answer What went well? What didnt?
Update your donor management system
Answer Which call to action was the most
effective? What about the channel?
32The year-end campaign is one of the most
important initiatives a nonprofit will tackle in
any giving year
PLANNING, HARD WORK, COMMITMENT
33GO HERE
https//donorbox.org/nonprofit-blog/year-end-givin
g-in-2018/