Map Out Your To-Dos
Suggested Timeframe: July/August
Starting with a specific goal in mind will help you to create clear action steps for your team and clear calls to action for your supporters.
I know where funds are needed most.
I know the dollar amount we need to raise.
I know my budget. My budget was approved.
I’ve assembled my team.
Make sure everyone on board has a clear understanding of your year-end goal and theme so that all fundraising strategies are consistent.
I held a year-end campaign brainstorm session with my staff, board, and volunteers.
Each member of my team has a defined role in our year-end campaign and understands what’s needed of them.
Suggested Timeframe: September
For smooth EOY receipting and ongoing database maintenance, be sure that the following are complete:
I segmented my communications.
Prepare your contact lists so it’s easier to frame your asks appropriately later on.
Suggested Timeframe: October
I have a rock-solid campaign.
What’s your year-end campaign theme? Make sure it’s reflected throughout all of your communications. These are the last tasks you’ll wrap up before go-time!
I understand what worked and what didn’t work in last year’s campaign.
I created a communications timeline, mapping out when and how communications will be sent.
Tasks have been assigned to the appropriate person and added to their respective calendars.
I’ve written content and designed templates for my letter, email, and social media outreach.
My online donation, crowdfunding, and volunteer forms have been created.
I tested the donor experience. All forms, website, and communications (including thank-yous!) are good to go.
You’re all set. Nice job! Now that you’ve got the game plan down, your year-end will be a breeze!
Find Out How Many of These Tasks Are Easier with DonorPerfect Fundraising Software