Your Year-End Appeal Checklist

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This summer is flying by and September will be here before you know it. Fall is a busy time, especially if you’re doing a year-end appeal.

Many nonprofits rely on their year-end appeal for a good portion of their revenue.  Even though your mind may be focused on going to the beach and eating ice cream, you want to start planning your year-end appeal now.  Here’s a checklist to help you get started. Of course you can use this any time you run a fundraising campaign.

How much money do you need to raise?

You may have already set a goal in your 2015 fundraising plan (at least I hope you did) and perhaps you need to revise that goal.  If you haven’t set a goal, determine how much money you need to raise before you start your campaign.

Do you have a plan?

Put together a plan for your appeal that includes a timeline, task list, and the different channels you will use.  Make it as detailed as possible.

When do you want to send your appeal? In the beginning of November?  Figure out what you need to get done and how long it will take. You may need to recruit extra volunteers or get your materials to a mail house.

Are your mailing lists in good shape?

Make sure your postal and email mailing lists are up-to-date.  Check for duplicate addresses and typos. Your donors don’t want to receive three letters at the same time or have their names misspelled. Also, segment your lists – current donors, lapsed donors, event attendees, etc.

Do you have a good story and photo to share?

Find a good story for your year-end appeal. You’ll want some engaging photos for your letter and donation page, too.  Quotes from clients will also enhance your appeal.

Why You Need to Tell Your Stories

Get Noticed in an Instant With a Visual Story

How did your donors help you make a difference?

Your appeal letter should highlight some of the year’s accomplishments and state what you plan to do next year. For example, let’s say you run an afterschool program for high school students. Share your success of reaching your goal of serving X number of students. Next year you’d like to expand and serve middle school students, as well.

Focus on the people you serve and show how your donors are helping you make a difference.

Do you have enough letterhead, envelopes, and stamps?

Don’t wait until the end of October to check your supply of letterhead and envelopes.  Make sure you have enough. Perhaps you want to create a special outer envelope.

Even though many people donate online, you want to make it easy for donors who prefer to mail a check. Include a pledge envelope or a return envelope and a preprinted form with the donor’s contact information and the amount of last year’s gift.

Stamps are more personal, so you might want get some nice ones to use.

Is it easy to donate online?

Be sure your donation page is user-friendly and consistent with your other fundraising materials.  Highlight your year-end appeal on your home page and include a prominent Donate Now button.

You could set up a special page for your year-end appeal.

The Top 10 Most Effective Donation Form Optimizations You Can Make

Set Up a Customized Donation Page

While you are at it, check your website for out-of-date information and broken links.

Does Your Website Need a Tune Up?

How does a donation help the people you serve?

Create a set of giving levels and let your donors know how their gift will help. Here’s an example.

Do you have an incentive to entice donors to give a larger gift?

Instead of premiums, see if you can find a major donor who will match any upgrades.  I know of an organization that also uses this as an incentive to get new donors.

Boost Your Fundraising Results With a Match From a Major Donor

Do you offer a monthly or recurring giving option?

Monthly or recurring giving is another way to get a larger gift. Some people might balk at donating $100 or more, but if you present it as $10 a month ($120 a year!), it sounds more feasible.

How will you thank your donors?

This is so important. Spend as much time on your thank you letter/note as you do on your appeal. You need to thank your donors as soon as you receive their gifts.

Handwritten notes and phone calls are much better than a pre-printed letter. Now is a good time to create or buy some thank you cards, as well as find board members and volunteers to make thank you calls or write notes.

Don’t Treat Thanking Your Donors as an Afterthought

How are you showing the love?

I know this is a busy time, but don’t skimp on your donor communication.  Keep engaging your donors and other supporters (who may become donors) by sharing success stories and gratitude. Go the extra mile and create a thank you video or hold an informal open house.

How are you preparing for your year-end appeal?

Image by Backdoor Survival

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