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Slide Notes

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Last Minute Strategies for Year End Giving

Published on Nov 18, 2015

So what are you doing for year end giving? If you're in a panic because you neglected to plan for the next 31 days, it's not too late! Here are key things to maximize your fundraising that you can still do now.

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1.

Procrastinators Unite!

Last Minute Strategies for Year End Giving
Photo by Alan Cleaver
2.

Why do people give now?

  • Tradition
  • Transaction
  • Timing
Photo by Emily Barney
3.

Tradition:
Religious or family
"Right thing to do"

Photo by jurvetson
4.

Transaction:
Tax deduction
or in lieu of gift
"Practical thing to do"

Photo by "CarbonNYC" now living in San Francisco
5.

Timing:
Received a bonus
or gift
"Feels good to do"

Photo by Will Montague
6.

Why do we ask now?

  • Season of giving...and spending
  • End of year budget issues
  • Everyone's doing it
Photo by Mike Arney
7.

Pick a goal before a strategy

Photo by Mike Arney
8.

Possible goals

  • Raise money (duh.)
  • Acquire new donors
  • Renew existing donors
  • Cultivate and steward donors
  • Build awareness
  • Activate your board
Photo by Mike Arney
9.

Last Minute Strategies

  • Mail
  • Online/Social
  • Advertising
  • Events (?!)
  • Major/Planned Gifts
  • Donor relations
10.

Direct Mail

  • Postcards: Cheap (but easy to ignore), so make it visual
  • Letters: Keep it simple and friendly, like a family letter
11.

Direct Mail

  • Premium package: free, low cost gift like a calendar
  • The List is the most important thing
12.

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15.

Online/Social

  • Website light boxes or spotlight posts
  • Don't forget to secret shop your website for user friendliness
16.

Online/Social

  • Social media: don't be the kid asking for something every day
  • Inform, entertain, activate
17.

Inform, Entertain, Activate

18.

Holidays: Inform, Entertain, Activate

19.

Online/Social

  • Email: it's just like mail
  • The List is most important thing
  • Activate your board members
20.

Advertising

  • Traditional media
  • Social media
  • Know your target demographics
  • Make your offer simple
Photo by Joanna Kosinska
21.

Events? Seriously?

  • Friends of the family events
  • Cultivation and stewardship
  • Use caution-it's busy
  • Keep it simple
22.

Major/Planned Gifts

  • Close existing gifts in process
  • Cultivate new
  • Renew gifts
23.

Donor Relations

  • Connect with a donor every day
  • Give (modest) gifts
  • Make it easy for them to give
  • Create a gift "package"
24.

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25.

Timing

Photo by spapax
26.

This week:
pick ONE primary strategy and a secondary that match your goal

Photo by David Everett Strickler
27.

Mail
Online
Advertising
Event
Major/planned gifts
Donor relations

Photo by David Everett Strickler
28.

Block time on your calendar:
1-2 hour chunk each day, preferably

Photo by Hope House Press
29.

Remember to
keep it simple:
Done is better
than perfect

Photo by Daria Shevtsova
30.

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31.

Try to keep it light...
maybe Boxing Day
is the new
Giving Tuesday

Photo by Alexey Kljatov (ChaoticMind75)
32.

Plan for next year

33.

Advance planning

  • Goal
  • Main tactics
  • Time and resources needed
  • Deadline
  • Back-time to start
Photo by Glenn Carstens-Peters
34.

Buy yourself a new (but old school)
wall calendar!

Photo by marcoverch
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36.

Alice Ferris

goalbusters.net

Photo by Jason A. Samfield

Alice Ferris

Haiku Deck Pro User
http://goalbusters.net