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Client Impact, Development, Donor Relations, Fundraising, Major Donors

Major Donor Game Plan: Research

I have invested 40 years in the stewardship arena with major donors raising money in the USA, Canada, the UK, the Middle East, China, Cuba, Honduras, Europe, Africa, Cambodia, New Zealand, and a few other spots around the globe.

Yes, I believe in moves management. If you force me, I will work with it. I understand it, however, over the years I have seen so many organizations get bogged down trying to understand the right next move with their key donors. I wrote Major Donor Game Plan in 2006 to help ministries simplify their approach to donors. This article is the first in a series unpacking the 6 R’s of major donor engagement: (1) Research (2) Relationship (3) Request (4) Recognition (5) Recruitment and (6) Report.

We know a lot about mega/major donor relationships because we have seen a lot. My team and I understand both the science and the art of finding, cultivating, educating, soliciting, and stewarding major donors because we spend time in the field talking with major donors. The art of fundraising paints a ministry story for your donors; the science of fundraising uncovers and manages donor information.

Rudyard Kipling used five strong men to tell a story: who, what, when, where, and why. A compelling case is your starting point for identifying new ministry partners. Your case for support, in essence, is a story that involves your mission, vision, core values, and the human need you are addressing. Who will you tell your great story to? How do you find new donors? Let’s start with Research. There are two basic forms: external and internal. Let’s explore both.

External research. Consider conducting a wealth asset screening of your donor base to discover hidden donors. There are many services available: Blackbaud Analytics, Donor Search, Donor Scape, iWave, and Wealth Engine to name a few. These sources provide insight on an individual’s net worth, income, assets, real estate, stock holding, charitable contributions and other financial related data as well as business and personal contact information. For instance, Wealth Engine pulls together data from 60 public sources to look through 300 million profiles and 122 million households. Their profiles also provide an estimated gift range for each donor based on their assets. Intrusive no. Valuable yes.

NOTE: Wealth asset research does not get you any closer to the donor, it merely gives you more information about them and their capacity. Use it wisely and do not misuse it. Practice the Golden Rule and the Mom Rule. Treat every ministry partner like you would want your mother to be treated.   

Internal research starts with the information that you already know from your CRM. What prompted their first gift? How long have they given? What are their giving motivations? Look for patterns and opportunities to lift your donors to a new level of engagement.

What relational knowledge can you discover about your donor? Someone knows this person or couple. Who do mega/major donors hang around with? Other mega/major donors. They work together, golf together, live in the same gated community – someone knows them. Handle this information very carefully. Be circumspect. Ask your existing donors who they might know who may be interested in partnering with your ministry. Share a few names of donor prospects and suspects you are trying to meet and ask if they could an open door.

A conversation goes like this, “Bill and Mary, you have been such close friends of our ministry and great financial partners. One of the great joys I have is meeting new friends who could partner with us to reach more people for Christ. Do you know Scott and Judy? What kinds of ministries do they support? What gives them joy in their stewardship practices? Would you be willing to introduce them to our ministry? We would love to share with them all the wonderful things God is accomplishing in our ministry and invite them to pray and consider partnering with us.”

External research coordinated with internal research will help you discover new ministry partners with capacity. Do your homework. Involve your major donor team and volunteers. Your trustees can and should also play a key role in your new major donor research.

Research… don’t leave home without it!


About the Author: Pat McLaughlin President/Founder – Pat started The Timothy Group in 1990 to serve Christian ministries as they raise money to advance their missions. TTG has assisted more 1,800 Christian organizations around the world with capital, annual, and endowment campaigns. More than 25,000 of Pat’s books, Major Donor Game Plan, The C Factor: The Common Cure for your Capital Campaign Conundrums, and Haggai & Friends have helped fundraisers understand the art and science of major donor engagement. Pat makes more than one hundred major donor visits annually and provides counsel to multiple capital campaigns. 

Client Impact, Development, Donor Relations, Fundraising

Special Events Secret Sauce

A development officer recently referred to special events as a love-hate relationship. You love them for the goodwill and needed funds they raise and almost hate them, concurrently, because they can be so all-consuming of your time and energy and overtax your valued volunteers. The key to successful and sustainable special events is multiple strategic outcomes. Events are not just something we do to justify our existence on a development, fundraising, or alumni relations team. Successful events should contribute to multiple outcomes, including growth in volunteer engagement, donor cultivation, generating fundraising income, goodwill and peer relationship building, memorable experiences, networking, milestone, and mission-affirming celebrations, etc.

Before your next event, identify at least two or more specific outcomes, such as funds raised and networking opportunities, or donor cultivation and community good will.

3 Primer Questions for Events

Ask yourself these primer questions to evaluate whether or how to proceed with an event you are hosting for the first time or improving for a repeat cycle:

1. Purpose. Will my volunteer opportunities for this event be meaningful and life-giving for volunteers? Will they be energized by serving or just dutifully helping because this is what we/they have always done?

2. Outcomes. Can the time and energy invested in this event achieve significant outcomes desired in moving forward donor relationships through goodwill, networking, or raising funds?

3. Capacity. Who of our staff and volunteer leadership is best equipped to accomplish this event? Is there space on our calendar, job descriptions, and organizational budget to be successful?

6 Examples of Events and Outcomes They Can Fulfill

Events that can generate more than one outcome. Here are some examples:

1. Business/leadership roundtables and networking events featuring a speaker or panel to inspire local community leaders. These can be a great way to meet new influential friends for a breakfast or luncheon and discover who in my community cares about my ministry. A business luncheon creates an opportunity to cultivate partnerships with corporate, foundation, and small business leaders while showcasing your organizational mission. These events can be hosted on-site at your ministry, or you can bring your ministry/client testimonials to these business leaders at a fun, historic, or a locally interesting site.

2. Banquet, golf outing, outdoorsman event, auction gala, or fall festival. These are great ways to have fun with donors, clients, staff, and prospective future donors who get a glimpse of your good work and help you raise funds.

3. Homecoming, grandparents’ day, parents’ weekends, alumni or former client/graduate receptions and reunions. These are wonderful opportunities to personally engage with old and new friends. Make the most of these opportunities to increase your database/relationship gathering information on current and potential donors. If done well, events like these promote positive engagement and can lead you to significant dollars.

4. Celebration and groundbreaking events (graduations, campaign completion benchmarks, etc.). Don’t miss opportunities to give God praise for the great things he is doing in your ministry.  Commemorate new beginnings and new milestones in mission fulfillment. Taking time to celebrate victories reinforces your mission, builds momentum, and strengthens your donor relationships.

5. Virtual events. Especially in the last year, many ministries have moved their events to a virtual format. COVID has forced us to discover ways of reaching your constituency that you might not have otherwise engaged due to geography or health concerns. Consider all types of opportunities, including live-streaming virtual concerts and performances, online fundraising galas, and specialized donor appreciation events, etc.

6. Vision-casting/donor briefing events. These present wonderful opportunities to test new strategic or fundraising initiatives with a select group of donors and prospects in home gatherings and/or affinity groups.

4 Essential Criteria for Successful Event Planning

When you plan, host, or retool past events, keep in mind these four tips:

1. Know your audience. Keep the time of year and event length in mind when deciding what, when, and where to host your event.

2. Know your volunteers. Match the personality, skills, and interests of volunteers with various committee, leadership, or event-day responsibilities that will maximize their strengths and passions.

3. Know your goals. By considering your primary outcomes intended for a given event, you can give your staff and volunteers a visual picture of what success will look like.

4. Know your results. Be sure you gather volunteer, staff, and participant feedback in a follow-up debrief meeting and/or surveys to measure how you met desired outcomes. Write down ways to improve the event in the future, if positive feedback indicates you should continue it.

When utilized effectively and focused on the right priority outcomes, events can help you cultivate donors, prospective donors, and volunteers. You can encourage greater community support, promote your mission, start new relationships, and build donor and volunteer loyalty. Done well, a strategic use of special events is a significant tool in furthering and funding your mission for assisting those you serve.


About the Author: Jody Fausnight, CFRE, has worked in the fund development field for more than 25 years serving as a director of advancement, a community/public relations director with four non-profit organizations, and as a consultant. Jody has expertise in Christian school recruiting, public relations, fund development, and major gift cultivation strategies. He has successfully raised many millions on behalf of numerous organizations and has grown ministry development programs from the ground up on more than one occasion.

Client Impact, Development, Donor Relations, Fundraising

God will Provide

Faith vs. Doubt in Fundraising

Christian ministry fundraising incites our Christian faith. The same God who creates our needs is the same God we must trust. We have a choice to either embrace faith or doubt. As a development director at a Christian K-12 school, I know this circumstance all too well. I rebuke doubt and embrace the belief that God will help me meet my school’s annual fundraising goal. Faith without works is dead, so I put action behind my faith and zealously serve my God, who created my fundraising needs. It is well with my soul because God provided this lack to exercise my faith. Lack often instigates doubt while fulfilled needs strengthen our faith. To quote a line from a Christian-themed, Hallmark movie, “It wouldn’t be called faith unless we had something to doubt.”

Experiencing Jehovah-Jireh

Our ministry needs set the stage for us to know Jehovah-Jireh, which means “the Lord will provide.” Scripture illustrates God our Provider in several accounts, but one account that the Holy Spirit brings to my remembrance is Elijah in 1 Kings 17. In the following passage, God commands Elijah to hide by the brook, where He will feed him:

“You shall drink from the brook, and I have commanded the ravens to feed you there.” So he went and did according to the word of the Lord. He went and lived by the brook Cherith that is east of the Jordan. And the ravens brought him bread and meat in the morning, and bread and meat in the evening, and he drank from the brook. And after a while, the brook dried up because there was no rain in the land. (1 Kings 17:4-7)

In this passage, Elijah’s faith and obedience allow God to show Himself as Jehovah-Jireh. While we may not have faith as strong as those listed in Hebrews 11, we often face the same circumstance as Elijah. This circumstance allows us to experience a confirmation of God’s faithfulness.

I recently completed my doctoral dissertation that studies authentic leadership and its influence on venture philanthropy in Christian, K-12 schools. Yes, that is a mouthful. I have several stories on how God created desperate needs in my arduous academic journey only to fulfill them in His perfect timing. One humorous story that comes to mind is how God sent me a venture philanthropist to participate in my research. I prayed for God to send me another participant, and that same weekend, I received a Papa John’s pizza delivery meant for another address. I called the business, who said that I could keep the pizza. Given my petite stature, I am not one to inhale two large pizzas by myself, so I asked God what He wanted me to do with them. His Holy Spirit told me to “be a blessing,” and two of my coworkers immediately came to mind. One coworker is a hardworking father of three young students, and the other coworker is our school custodian who graciously donates $20 a month from his humble ministry paycheck.

The next morning, as I am putting their pizzas in the faculty breakroom’s fridge, my accounting director sees me and begins inquiring about my research. I informed her that I am still looking for a participant, and she insisted that I reach out to a Colorado school she used to live by before she moved to Texas. She asked me to follow her to her office and was incredibly insistent that I contact the school’s superintendent. She went as far as writing down the leader’s contact information, and to this day, she laughs at how that behavior was out of her shy character. As God would have it, the Colorado school superintendent responded to my email that same day and connected me with his school’s co-founder and philanthropist. When I spoke to her on the phone, the Lord moved me to share what inspired our phone call. After I told her my, “Papa John’s story,” she laughed and fell silent from a moment of shock and awe. She went on to say that her husband represented a company that invested in Papa John’s in its early years and how he had one-on-one meetings with its founder long before the company became a household name.

Key Takeaway

The point of my testimony is that it is God who commands the ravens, or in my case, a Papa John’s pizza deliverer, to fulfill a need. God also commanded more “ravens,” or venture philanthropists, to meet my need for research participants just as He commands them to invest generously in Christian schools. Without a need and your prayer and obedience, God cannot prove himself as a faithful provider. It is God, not a high-net-worth donor, who meets our fundraising needs by speaking His commands. Just as us ministry fundraising professionals are eager to connect with Christian philanthropists, we should be eager to connect daily with the wealthiest donor we will ever encounter – Jehovah-Jireh.

Shalom,

Renee Cervantes


About the Author: Renee Cervantes is the development director for The Christian School at Castle Hills, located in San Antonio, Texas. She leads their $10.5 million capital campaign that has raised $9 million in the last four years. Before joining the school in 2017, Renee’s work experience was in television and newspaper reporting and public relations. She has a bachelor’s degree in Communication Arts from The University of the Incarnate Word, where she received a four-year golf scholarship. Renee also has a master’s degree in Christian Ministry and is completing a doctoral degree in Christian Leadership from Liberty University.

Client Impact, Development, Donor Relations, Fundraising

W.A.I.T. for the Gift!

In our get-it-done-quickly, get-it-done-now world, any type of slowdown could be viewed as weak or uncertain. COVID will come to an end and we will again be able to meet our key donors in person. Until then we are limited to Zoom, Google Meet, FaceTime, Twitter, email, text, smoke signals, the ole cell phone, or whatever. There are many ways to communicate. All too often our communication is one way. We get so excited about sharing our ministry needs and our impact in the world, we forget to listen. Learn to talk a lot less and listen to your donors a whole lot more. Memorize this acrostic: W.A.I.T. – Why Am I Talking? Sometimes, we must W.A.I.T. for the gift. Here are some questions that will help you improve your donor listening skills.

• How did you first become involved in our ministry? How did they learn of you and what caused them to give the first gift? True stewardship is very value-based. What does your ministry accomplish that matches their value system? Why do they continue to give? Ask them what sets apart your organization from the other 1.8 million non-profit organizations in America. 

• Tell me about you. Continue your W.A.I.T. approach. Ask them about their family, goals, dreams, and plans; those things that make them unique. People will share their heart and soul with you if you ask them and show genuine interest. With the pandemic still in full force, people are lonely and are delighted to visit with you in their home, in person (with a mask), on a Zoom call, or on the phone. They will share their passions with you. Asking good questions and listening will help you deepen your relationship with your key donors.

• How do you feel about our ministry’s ROI and SROI? What do they really think about your organization? This can be a daunting question but listen and take copious notes. Do they feel your organization wisely uses their hard-earned money? Do they feel positive about their return on investment (ROI)? Do they see clear evidence of a spiritual return on investment (SROI)? What aspects of your work interests them most? This discovery phase is your opportunity to ask, inquire, and probe. Asking good questions moves your relationship forward and builds trust that might culminate in a major/mega gift.

• What brings you the most joy in your giving? Ask them about other organizations they support and why. Who else might be influencing their stewardship practices? You are asking about their stewardship/philanthropic vision; most donors love sharing their passion to help impact our world. Perhaps you will discover another giving interest they have that could also align with your ministry.

• Ask for advice. Convert them from a customer to an owner. Your major donors are smart people and often will share good ideas. “Do you believe the community will support this project? Do you know any donors who might be able to assist us? Who can become a “Friendraiser?” Who can help us open that door and make an introduction? Who should be involved in the ask?” Remember, the number one reason why people give is because of who asks. People give to people not to proposals or organizations. 

• How could you see yourself becoming more involved with our organization?  Good question! Ask and then W.A.I.T. Don’t make assumptions. Drill deeper in your conversation with each ministry partner. Could this be a family gift, from a trust, or from a donor directed fund? Would they be willing to serve your organization as a volunteer, perhaps in a capacity where they could involve their friends, family, and colleagues? Ask, listen, and W.A.I.T.

• Final question: If you were to give a lead gift what would you want your gift to accomplish? Here again we see what the donor values. “What other information could we provide to help you make an even larger impact on the people we serve?” Major donors will fund your organization’s 3 P’s: programs, personnel, and property. Program – donors will support strengthening existing programs, starting new programs, and finding innovating ways to help your organization be better and sometimes bigger. Personnel – some donors will invest in new staff/team members knowing that it takes deeply-committed, highly-qualified people to run your ministry effectively. Property – perhaps you need new or expanded facilities to maximize your ministry. People give to what you ask. Listen to their heart and present them with a tailormade proposal.

W.A.I.T. means listening your way to an upgraded gift; from low to mid-range, or from a mid-range to a major or mega gift. Learn to include these great questions in all your donor conversations. Good things come to those who W.A.I.T.!

Author: Pat McLaughlin, President and Founding Partner

Development, Team Building

Your Work Will Count For Eternity!

When employees arrive for their first day of work at Apple they are greeted with this inspirational note:

“There’s work and there’s your life’s work. The kind of work that has your fingerprints all over it. The kind that you’d never compromise on. That you’d sacrifice a weekend for. You can do that kind of work at Apple. People don’t come here to play it safe. They come here to swim in the deep end. They want their work to add up to something. Something big. Something that couldn’t happen anywhere else. Welcome to Apple.”

What a great message to welcome new employees! Now that you’ve been raising money for a while, how do these phrases describe your impression of what you do?

THE DRIVE

There’s work and there’s your life’s work. Is fundraising just a job to you, or do you get up every morning thinking, “Who can I ask for money today?” Are you passionate about fundraising or are you just going through the motions? Fundraising is hard. It’s a lot easier to do every day when it’s your life’s calling.

YOUR MARK

What has your fingerprints all over it? Effective fundraising is all about relationships. What are you most proud of when you look over your past two years? Is it the cool brochures you created or the brand spankin’ new software you purchased? Is it the great banquet you organized or the best direct mail letter you’ve ever written? These things are important, but the best thing about fundraising is the chance you get to meet people and win new friends to your ministry. Donors will remember you long after your brochure expires.

NO COMPROMISE

What would you never compromise on? What would you sacrifice a weekend for?  How committed are you to your organization’s mission and vision? Does it drive you to give 110%? Are you willing to work nights and weekends, if needed? It’s easy to become a fundraising work-alcoholic, so it’s important to maintain a life/work balance, but how willing are you to sacrifice for the cause?

TAKING RISKS

You can do that kind of work at Apple. People don’t come here to play it safe. They come here to swim in the deep end. Fundraising is a risky business. Asking for a gift is a high-risk, high-reward venture. Apple has a risk-taking culture. You might be risk-adverse by nature. It’s safe to stay in the office and be an inside development person, but the real action happens when you visit donors. Don’t stay in the shallow office pool, jump into a major donor conversation in someone’s living room.

SOMETHING BIGGER

They want what they do to add up to something. Something big. Something that couldn’t happen anywhere else. Apple employees believe that what they do makes a difference, and they have changed the way millions of people live, but your mission has eternal value. Kingdom work is the biggest work of all. Your fundraising efforts are providing the salaries of front line workers who are reaching the lost with the life changing message of the Gospel. If you didn’t do what you did, it would be hard for your other team members to do what they do.

IT MATTERS

Welcome to Apple. This welcome note has to inspire new employees that they play an important role in Apple’s future success. You are vital to your ministry. Sometimes Christian organizations don’t do a good job of expressing their appreciation for their employees. Whether your ministry acknowledges you or not – you are important.

“God is not unjust; he will not forget your work and the love you have shown him as you have helped his people and continue to help them” (Hebrews 6:10).

“Therefore, my dear brothers and sisters, stand firm. Let nothing move you. Always give yourselves fully to the work of the Lord, because you know that your labor in the Lord is not in vain” (1 Corinthians 15:58).

Ron Haas is a Vice President at The Timothy Group. Ron has served as a pastor, the vice president for advancement of a Bible college, a Christian foundation director, and a board member of a college, camp, church, and foundation. He regularly presents fundraising workshops at development conferences and has written many fundraising articles.

Client Impact, Development, Donor Relations, Major Donors

Critical Year-End Appeals and Solicitations Part 4

Only a few weeks left!!!

Since Labor Day, you have worked hard to plan your Fall and Year-End appeals via mail and email. You have also made follow up calls to your key ministry friends as well as your Multiple Support Program donors (MSPs) who make multiple gifts on a monthly or quarterly basis.

Now is not the time to back off and give up!  Rather, it’s full speed ahead as you reach out to your key ministry partners and ask them to help you with a generous year-end gift.

Don’t forget to share the following with your donors and ministry friends:

• Remind your donors about the benefits of giving directly from their IRA or appreciated assets, especially since the stock market is tracking at an all-time high.

• Thanks to federal coronavirus relief legislation, taxpayers are now able to take advantage of a new deduction for donating to qualifying charities — up to $300 for individual filers and up to $600 for married couples. This applies even if they don’t itemize, which is favorable news for many tax filers.

•Another helpful CARES Act change removes the charitable contribution deduction cap. Normally, the deduction cap on charitable contributions for those who itemize is 60% of your adjusted gross income (AGI). The CARES Act lifts that cap to 100% for individual and joint tax filers that wish to claim this $300 charitable donation deduction.

For December, we recommend the following action steps to maximize your final year-end appeals follow up and personal solicitations to your ministry partners.

December 2020

• Follow up with a year-end appeal sent out via email and snail mail on or before December 10th.

• Conduct a Ministry Briefing virtual event and arrange follow up virtual visits to those attending the event who express interest in learning more about your ministry.

• Schedule personal/virtual visits with your major/mega donors by your CEO, COO, and CDO during the final month of 2020. Prepare a sample script for scheduling appointments.

• Team members should make “thank you” calls to major, mega, and faithful donors as part of your year-end outreach. Acknowledge gifts received during 2020, particularly major gifts and remind them of your year-end appeal. Recruit a calling team of board members, administrative staff, development department staff, and faithful friends or donors (volunteers) dedicated to the ministry’s mission and vision. Provide a sample script for call team members. The best time to call is between 12/10 to 12/20 after the year-end appeal has arrived.

• CEO, COO, and CDO complete personal/virtual visits with key donors for solicitation of significant year-end gift commitments.

• Make sure your Administrative and Development Staff are on call to follow up with key donors interested in arranging special or last-minute year-end gifts; (i.e., gifts of stock, IRA Rollover, planned gifts, etc.).

Please drop us a line and let us know how you are doing. Visit our website for more helpful tools and resources. We would love to partner with you in your urgent year-end fundraising activities to support and advance the unique ministry mission God has called you to accomplish.

Author: Dan DiDonato, Consulant

Development, Fundraising

Critical Year-End Appeals And Solicitations Part 3

Persistence in Uncertain Times
During the past several months, how many times have you heard the phrase, “these uncertain or challenging times?” No doubt, you have faced times of difficulty and discouragement. Thankfully, recent reports give hope that new medications, therapies, and a possible vaccine for COVID-19 are expected to be available soon.

Scriptures encourage us to endure and trust God for guidance, direction, and provision. “Be strong and courageous,” and, “I will never leave you or forsake you.” As you battle through these final months of 2020, you must give a 110% effort to your fundraising activities. You must remain diligent in the work. If you do your part, you can trust God for the increase. Here are some action steps for your last few weeks of 2020.

November 2020
Initial year-end appeal sent out via email and snail mail on or before Nov. 15th.
Conduct a Ministry Briefing event and arrange follow up visits to those expressing interest in learning more about your ministry.
Schedule personal visits with major/mega donors during final quarter of 2020 by CEO, COO, and CDO. Prepare a sample script for contact by phone with the goal of scheduling visit appointments, not soliciting gifts.
Thank you calls. Recruit team members to make “thank you” calls to major, mega, and faithful donors as part of your year-end outreach. Acknowledge gifts received during 2020, particularly major gifts, and remind them of your year-end appeal. Team members should include board members, administrative staff, development staff, and faithful volunteers dedicated to your ministry’s mission and vision. Prepare a sample script for call team members to use for donor outreach calls in December.
Personal or virtual visits. CEO, COO, and CDO to make personal or virtual visits with key donors for solicitation of significant year-end gift commitments.

December 2020
Follow up year-end appeal sent out via email and snail mail on or before Dec 10th.
Conduct another Ministry Briefing event and arrange follow up visits to those expressing interest in learning more about the ministry.
Finalize personal contact with major/mega donors to schedule personal or virtual visits during final quarter of 2020 by CEO, COO, and CDO. Prepare a sample script for contact by phone with the goal of making visit appointments. Don’t solicit during the call, just schedule the appointment.
Thank you calls. Team members to make “thank you” calls to major, mega, and faithful donors. Provide a sample script for call team members to use for donor outreach calls after year-end appeal follow up is sent out via mail and email. Make these calls between 12/10 to 12/20.
Personal or virtual visits. CEO, COO and CDO travel to make personal or virtual visits with key donors to solicit significant year-end gifts.
Prepare for last minute gifts. Administrative and development staff should be on call to follow up with key donors interested in arranging special or last-minute year-end gifts (gifts of stock; IRA Rollover, planned gifts, etc.).

Take these action steps and share your ministry story. Then trust God to “throw open the floodgates of heaven and pour out so much blessing that there will not be room enough to store it” (Malachi 3:10). Please email us and let us know how your year-end fundraising plans are coming. We would love to hear from you.

Author: Dan DiDonato, Consulant

Development, Fundraising

Critical Year-End Appeals And Solicitations – Part 2

“Finishing Well”
When I think of the phrase, “finishing well,” I am reminded of Paul’s encouragement to Timothy “I have fought the good fight, I have finished the race, I have kept the faith” (2 Tim. 4:7). 2020 has been incredibly challenging from a fundraising perspective, but we must continue “fighting the good fight” to ensure the success of our year-end appeals and gift solicitations. Your fundraising activity in the final months of 2020 will be more critical than ever to catch up from the pandemic restrictions and limitations forced on us.

Our Fall and Year-End Solicitation Guideline included preliminary activities that you should have initiated over the summer months which included a Fall mail and email appeal in September. If you have not initiated your year-end gift planning, you are behind schedule and must work diligently to catch up. 

Here are your October and November action steps:
October 2020
• Fall appeal follow up via email out on or before 10/15; customize for donor segmentation.
• Prepare draft of year-end appeal and personal solicitation materials. Copy should include information on benefits of planned gifts at year end; (stock gifts, IRA Rollovers, planned giving, etc.).
• Conduct Ministry Briefing event and arrange follow up visits to those attending event expressing interest in learning more about the ministry.
• Continue personal contact with major/mega donors to schedule personal visits during final quarter of 2020 by CEO, COO, and CDO; prepare sample script for contact by phone with goal of making visit appointments (not solicitation of gifts).
• Recruit team members to make “thank you” calls to major, mega, and faithful donor groups as part of year-end outreach. These will be acknowledgements of gifts received during 2020, particularly major gifts. Team members could/should include board members, administrative staff, development department staff and faithful friends or donors (volunteers) dedicated to the ministry’s mission and vision.

November 2020
• Initial year-end appeal sent out via email and snail mail on or before Nov. 15th.
• Conduct Ministry Briefing event and arrange follow up visits to those attending event expressing interest in learning more about the ministry.
• Continue personal contact with major/mega donors to schedule personal visits during final quarter of 2020 by CEO, COO and CDO; prepare sample script for contact by phone with goal of making visit appointments (not solicitation of gifts).
• Continue to recruit team members to make “thank you” calls to major, mega and faithful donor groups as part of year-end outreach. These will be acknowledgements of gifts received during 2020, particularly major gifts and reminder re: year-end appeal. Team members could/should include board members, administrative staff, development department staff and faithful friends or donors (volunteers) dedicated to the ministry’s mission and vision. Prepare sample script for call team members to use for donor outreach calls in December.
• CEO, COO, and CDO travel to make personal visits with key donors for solicitation of significant year-end gift commitments.

We will continue these Fall and Year-End Solicitation planning reminders through the end of this year. Please also visit our website for other resources that can assist you in specific planning for general appeals and major/mega donor contacts and gift requests. Do not hesitate to contact us if we can be of help or assistance.

Author: Dan DiDonato, Consulant

Development, Fundraising

Critical Year-End Appeals And Solicitations

“Stepping through the Planning Timetable”

In a previous issue of “What’s New in Donor Relations,” we provided a complete Fall and Year-End Solicitation Guideline. This document gives some step by step recommendations and reminders for planning and executing fund raising activities as you close out 2020. For most non-profits, 50-60% of their gift income is received during the final four months of the calendar year. No doubt, with the challenges and limitations we all faced during the second and third quarters of this most unusual year, solicitations for contributions through the remainder of this year will be more critical than ever.

For September, consider these action steps:

• Fall appeal out via mail, email, and social and digital media platforms on or before Sept. 15th!

• Prepare follow up appeal via email to be sent out on or before Oct. 15th.

• Begin personal contact with major/mega donors to schedule personal visits (if possible) during final quarter of the year by the CEO, COO, and CDO as well as other key staff, board members and volunteers.

• Prepare sample script for personal contacts by phone or virtual call with the goal of making appointments for personal visits or Zoom calls – NOT for solicitation of gifts.

• Identify hosts (board members a priority) for Fall and Year-End Ministry Briefing events and confirm date, time, and location. (Note: In-person small groups are preferred, if possible. However, arranging these events via “Zoom Call” can be an alternative this year as meeting restrictions continue to be a challenge.)

• Prepare invitations for mailing to those friends and faithful donors of the ministry near the event location. Provide additional copies of the invite to your designated host for a personal invite to their network of friends and associates.

With this article, we begin a monthly series of Fall and Year-End Solicitation planning reminders that will continue through the end of this year. Please also visit our website for other resources that can assist you in specific planning for general appeals and major/mega donor gift proposals. Do not hesitate to contact us if we can assist you. We would consider it a privilege to partner with you on these most urgent year-end fundraising activities!

Author: Dan DiDonato, Consulant

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