Real Talk for Real Fundraisers Three High Impact Strategies to Do Before 12/31
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Dec 19, 2024 Teresa Tapocsi, a client experience leader at Veritas with a knack for frontline fundraising, joins Matt Korn, a seasoned nonprofit coach with over 20 years of experience. They dive into effective year-end strategies for fundraisers. Discover how to target last-minute donors and craft concise messages amidst holiday distractions. Learn the importance of tracking daily gift reports and having a solid follow-up plan. Plus, they share insights on making donations easy and personalizing donor engagement before the year's end.
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Prioritize Late-December Donors
- Focus outreach on donors who gave in the last two weeks of December last year and donors who gave in Nov–Dec but haven't yet this year.
- Use donors' preferred channels and keep touches short: a check-in, thank-you, impact line, or holiday message.
Track Gifts Daily Before Year-End
- Monitor daily gift reports to avoid calling donors who already gave and to identify high-value lapsed donors quickly.
- Use tools (like DEP) to update revenue daily and sort by variance to prioritize outreach.
Send A Simple Year-End Ask And Make It Easy
- Use a short last-week-of-December email or forward a DM match message and make yourself available for follow-up questions.
- Add a PS that says if the email crossed with your gift, please disregard, to avoid awkward overlaps.