End of Year Campaign101

M e l a n i e C r o m b i e

T h r i v e ! R e s i l i e n t C o m m u n i t y S o l u ti o n s

End of Year Campaign 101Curriculum

The Basics Power Messaging Contributor

Selection Which Vehicle to

Choose The Plan A Joyous

Relationship

The BasicsOrganizational credibility and expertise

History/ProgramsAwards/Accreditation

PoliciesPrivacy policyDonor Bill of RightsDonor Recognition PolicyReceipting Policy – CRA

Who else in the organization is asking now?

The Power Message

The NEEDArticulate the need powerfully

Prove the needClearly

Concisely

The Power Message

Convincing Evidence

Statistics/Data – Inputs, Outputs, OutcomesClient Focused, Community Focused

Problem your organization has solved Impact on society

Contributor Selection

Contributor SelectionWho Cares?

Current contributors

IndividualsFoundations Corporations

Contributor Selection

Who Should Care?

Those who have not given this year but have a connection to the organization

Past Donors Customers of the services

Families of customers

Contributor Selection

The Rest

o What are your goals for the rest?o What resources do you have available?

Individuals

Decide on your criteria for selecting donors from your listDate of last giftNumber of gifts in the yearSize of gifts

Segment your list using your criteria.

Corporations

Know your corporationGifting strategyConnectors and ConnectionsWhat do you want? cash, in-kind, volunteers

Benefit for Corporation - Volunteer Canada - 21% employee retention

Which Vehicle to Choose?

LettersProposalsPersonal VisitsEmailNewsletter

Letters

Powerful, conciseTell a storyMake the askGive some optionsOne page

Proposals

Research, research, researchMatch the need to the donor’s

criteriaCall before you writeInclude your proof

Personal Visits

ResearchConnection – take a volunteerPractice before the meetingLook for visual cuesBe brief but thoroughMake the ask - optionsTake the proposal to leave behind

Email

Powerful messageNo attachmentsMore than once

Newsletter

ShowcaseProofDonor Recognition

The PlanMarket Segment Vehicle When Who

Current Donors below $

Gave after June

Newsletter – Holiday message

November 20th delivery

Jennifer

Current Donors below $

Given before June

Letter – Homeless Youth

November 15th

Pam

The Donor CycleEngageAskThankReportEngageAsk

How to Say Thank You Newsletter, Website

Events Ongoing Communication

Personal Approach Invitations

Invitation to events, dinners, AGM etc. Invitation to award presentations – presentation to volunteers

Circle of Friends

QUESTIONS

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