Writing at Connection Cafe recently, Sara Spivey offered these suggestions for getting your year-end fundraising act together … now! As Sara outlines …

September

  • Conduct a database audit: make sure supporter records are up to date and identify any missing data records and amend them
  • Make sure you have email, street addresses and phone numbers for supporters—when you get ready to run a multi channel campaign is NOT the time to discover you don’t have more than one way to reach a supporter.  Plenty of appending services out there that can help you with that NOW.

October

  • Identify campaign concept and case for support
  • Write campaign copy and design creative
  • Define segmentation strategy
  • Discuss matching program with board members
  • Plan messaging within other stewardship pieces and website

This is pretty basic, but critical, Year-End 101 stuff.

To graduate to Year-End 201, you must also be thinking about your entire contact stream, especially over the November-December period. You weren’t planning to ask just once, were you?

And to graduate to Year-End 301, you need to be planning how you will integrate all your marketing channels — mail, online, phone.

Get started. And get your data right.

Tom

 

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