Richard Dietz from Nonprofit R+D shows you how to create a beneficial end-of-year campaign and how you can launch yours, with minimal stress, this year. Year-end fundraising campaigns do not just happen... they require detailed planning and high-quality execution.

1. Tips & Tools for Effective
Year-End Fundraising
Richard Dietz,
Nonprofit R+D
www.twitter.com/nonprofit_rd

2. Agenda
• What is a Year-End Campaign?
• Why you need to launch a Year-End Campaign
• Best Practices for Year-End Campaigns
• Templates and Examples
• Q and A

3. 3
Consultants have all the answers…
• Nope, not really
• Great at coming up with “Best Practices”
• Only way to know if it works for YOUR organization
is to test
• Always be looking for what is working

4. 4
Assumptions
For the purpose of today's webinar I am making a few
assumptions:
• You currently do not have an End of Year Campaign
ready to launch or not happy with what you have
• You are looking for some help getting one out the door
• You don’t have a lot of time or resources
• Focus will be on email, website and online fundraising
– If you also do direct mail then you can incorporate it into this plan

5. 5
Our Goals Today
• Convince you why you need to launch a Year-End
Campaign
• Show you that its not as difficult or time consuming as
you may have thought
• Get you to take action and launch the campaign ASAP
– No campaign is ever perfect or “ready”
– Only way to improve is to get something out there and test

6. 6
What is an End of Year
Campaign?

7. 7
Definition for End of Year Campaign
• A coordinated multi-appeal fundraising campaign that
capitalizes on the end of year giving cycles that is a part
of a larger donor cultivation system
• Key ideas from the definition
– Multi-appeal
– Giving cycles
– Part of larger system (Donor Engagement)
• Also known as:
– EOY Campaign
– Year End Campaign
– Holiday Campaign

8. 8
Why you NEED to launch
an End of Year Campaign?

9. 9
Why an End of Year Campaign?
• NPO’s raise from 40% to 70% of their funds at the end of
the year
• People like to give during the holiday season
• People like to get their tax breaks
• Great way to update your supporters about the years
accomplishments and what you have planned for the
new year
• Great opportunity to find new donors

10. 10
Best Practices and Tips
for End of Year Campaigns

11. 11
Best Practices
• Prepare and Plan
– But keep it simple for now
• Multiple Touch Points
• Easy Donation Process
• Tell a Great Story
• Inspire them with your passion
• Individual stories are best
• Make it timely

12. 12
Best Practices (continued)
• Vivid Examples of How Donations Will be Used
• Follow Up
• Your New Year’s resolution
• Develop donor engagement
• Welcome email or series
• Multiple thanks throughout the year
• Measure and Test Throughout the Year
• Allow Supporters to “spread the word”

13. 13
Resources and Templates
for End of Year Campaigns

14. 14
Resources and Templates
• Google is Your Friend
– Search for “End of year appeal example”, “thank you card
example”, etc. Gets you off the blank page.
• Sage Fundraising Online
– www.sagenonprofit.com/fundraisingonline
• Timeline and Templates
– See handout

15. 15
Conclusion
• End of year campaigns are not as difficult as they seem
• Take action
• Only YOU can figure out what works for YOUR
organization
• Check out the new online tools like
Sage Fundraising Online:
– www.sagenonprofit.com/fundraisingonline

16. 16
Q&A
Learn about new Sage Fundraising Online and enter for your chance to
win a $5000 unrestricted grant
www.connectwithsage.com
Contact Richard Dietz:
richard@nonprofitrd.com
www.twitter.com/nonprofit_rd
512-850-6501
Contact Sage:
www.sagenonprofit.com
www.twitter.com/sagenonprofit
800-811-0961