GuideStar Webinar (11/05/13) - Crucial Year-End Giving Strategies for Your Nonprofit Appeal
Year-End Giving Presentation
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Transcript of Year-End Giving Presentation
Year-End Giving CampaignYear-End Giving Campaign
Judith Powell & Brent Schneider
IntroductionIntroduction
• First Tee Club for high-end donors‐ Minimum of $500
• Invested $10,000 and received $260,000 in gifts; Netting $250,000
Create pieces.Create pieces.• Create professional brochures.
‐ Reflects organization in positive light
• Small investment for large return.‐ $10,000 on stationery, brochures, and postage‐ Received $262,000+ in gifts
• The First Tee Club Package‐ Brochure‐ Letter‐ DVD‐ Return card and envelope
Prepare to send out packages.Prepare to send out packages.• Compile a list of donors that previously gave
$250 or more. Cross reference with board members to determine who knows these donors.
• Gather a list of 10 names and addresses of perspective donors from each board member that they feel comfortable contacting for donations.
• Merge names with letter.• Prepare packet of letters that correspond to
appropriate board member. Use year-end board meeting to have each board member add a personalized note and pledge to follow-up.
Mail and Follow-up.Mail and Follow-up.• Mail packages.• Assign each fundraising committee member
a list of board members to check-in with and ensure they are making follow-up calls.
• Critical to make follow-up phone calls.‐ To ensure receipt of year-end package‐ To form a personal relationship with donor.
• Success rate of 75% when calls are made.
Publicize daily donations.Publicize daily donations.
• Use email to track and publicize progress of campaign.
• Motivates board members.• Updates board members of which donors
on their list have given to the organization. ‐ Members can thank these donors by any means
if they choose
Thank donors appropriately.Thank donors appropriately.
• Sent each donor a thank you package consisting of:‐ Thank you letter‐ The First Tee Club bag tag (new donors) or
The First Tee head cover (renewals)‐ Photobook
• Thank you call
Thank You Package consists of:Thank You Package consists of:•Letter•Photobook•The First Tee Club Bag Tag or The First Tee Head cover
Maintain relationship with donorMaintain relationship with donor
• E-newsletter• Newsletter• Exclusive events for members
‐ Spring Putting Clinic and Cocktail Event‐ Schwab Cup Donor Cultivation and Thank
You Event with Tom Watson
Analyze results for board meetingAnalyze results for board meeting
• Analyze First Tee Club donations‐ Shows which board members were
successful in soliciting donations ‐ Ask successful members about their tactics
Follow-up calls
• Useful for improving campaign strategies for the following year