Real Talk for Real Fundraisers

Preparing for a High-Impact Fall and Year-End Fundraising Season

Aug 20, 2024
In this insightful discussion, Debi Dunham, Client Experience Leader at Veritus, joins hosts to unpack critical strategies for fall and year-end fundraising. She emphasizes the importance of planning touchpoints with donors to stand out amidst holiday noise. The conversation also covers adapting communication techniques for different donor behaviors and re-engaging lapsed supporters through storytelling. Listeners will gain practical tips on maximizing year-end contributions and building lasting relationships for effective fundraising.
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ADVICE

Audit Your Portfolio Immediately

  • Review each donor in your portfolio now to identify fall givers, lapsed donors, and those light in giving.
  • Coordinate with marketing, program, and finance to align messaging and costs before outreach.
ADVICE

Use Check-In Calls To Reengage Donors

  • Do a simple
ADVICE

Send Gentle Lapse / Light Appeals

  • Send targeted lapse-or-light letters to remind past donors of their prior generosity and invite a near-term gift.
  • Encourage honest replies so you learn whether to expect support next year or adjust plans.
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