Year-end fundraising with DonorPerfect

The DonorPerfect team is here to set you up for year-end success. Need a cheat sheet, planning tools, walkthroughs, or other resources? You’re in the right place.

Plan around your donors’ giving rhythms

We took inspiration from the donor engagement cycle and plotted your year-end fundraising course so it feels natural for you and your supporters. By the time you get to the solicitation phase, your donors will be primed and ready to give generously!

Phase 1: Planning, identification, and acquisition

Get a head start by prepping your database, getting your mailing lists ready, and acquiring new donors who will support your mission at calendar year-end.

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Create a successful year-end fundraising plan using the donor engagement cycle

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How to prepare your database for year-end fundraising

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Year-End Procedure Guide

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Fundraiser setting ambitious fundraising goals

How to set ambitious and attainable year-end fundraising goals

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End of Year Procedures on-demand webinar (US)

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End of Year Procedures on-demand webinar (Canada)

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HOW TO: Create and edit custom reports

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How to Create a Custom Report with the Easy Report Builder Handout

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Year-End Database Prep Checklist Handout

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Phase 2: Qualification and cultivation

There’s so much to know about your donors – why they choose to support you, what motivates them to give, and their capacity to make a difference for your mission. Now’s the time for your donors to learn about the wonderful things you do for your community, too.

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Tips to Craft Your Year-End Campaign

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How to create a year-end fundraising communications plan

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How to create donor segments for your year-end campaign

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HOW TO: Use Calculated Fields

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Calculated Fields 101 Handout

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HOW TO: Create a Major Gifts Program & Find Major Donors

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How To Create a Major Gifts Program Handout

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Phase 3: Solicitation

We like to think of asks as invitations to become part of your mission. With the right messages, who wouldn’t want to join your team in your quest for a better world?

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How to write email appeals for last-minute donors

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HOW TO: Use Selection Filters

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Selection Filters Handout

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Phase 4: Stewardship and Review

The first step to retaining your year-end donors is showing appreciation! Make sure to get out timely thank-yous, review your year-end results while your memory is still fresh, and take some time to celebrate all of your hard work.

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How to use video for effective and meaningful stewardship

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HOW TO: Issue and Reissue Tax Receipts (US and Canada)

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Receipting Overview Handout

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STEP-BY-STEP GUIDE: Prepare year-end tax receipts (United States)

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Steps for End of Year Letters Handout

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HOW TO: Get Started with Receipting

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Get the Year-end Fundraising Cheat Sheet!