{"id":26082,"date":"2022-10-05T08:17:22","date_gmt":"2022-10-05T12:17:22","guid":{"rendered":"https:\/\/www.donorperfect.com\/nonprofit-technology-blog\/?p=26082"},"modified":"2024-06-28T10:36:46","modified_gmt":"2024-06-28T14:36:46","slug":"year-end-fundraising-plan","status":"publish","type":"post","link":"https:\/\/www.donorperfect.com\/nonprofit-technology-blog\/end-of-year\/year-end-fundraising-plan\/","title":{"rendered":"Have you started your year-end fundraising plan? Consider the donor engagement cycle"},"content":{"rendered":"<p>For DonorPerfect users, 37% of all giving happens in October, November, and December. The final few months of the year represent a season of giving and generosity, including deadlines for charitable giving tax incentives, creating perfect conditions for nonprofits to raise a lot of funding in a relatively short amount of time.<\/p>\n<p><b>But when just about every other nonprofit is pushing for end-of-year funding, how can you make sure your mission stands out?<\/b> Try looking at the techniques you may already know! There are five key stages of <a href=\"\/donor-engagement\/\">donor engagement<\/a>, often referred to as the <a href=\"\/donor-engagement\/\">donor engagement<\/a> cycle, that help your donors get to know your mission and organization and inspire them to give generously.<\/p>\n<img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/eoy22-fundraising-cycle-graphic-2.png\" alt=\"end of year fundraising cycle graphic\" width=\"100%\" height=\"auto\" class=\"aligncenter size-full wp-image-27801\" \/>\n<p>When planning for year-end fundraising, you might try plotting your course along your donors\u2019 and prospects\u2019 natural giving rhythm. That way, your year-end ask won\u2019t come as a surprise, and your donors will have already made the choice to support your nonprofit before your appeal hits their mailboxes. The following is an overview of how to use the <a href=\"\/donor-engagement\/\">donor engagement<\/a> cycle for year-end planning, and we\u2019ll create more specific resources for you from now through January (including this <a href=\"\/whitepapers\/generic\/year-end-fundriaising-cheat-sheet\/\" target=\"_blank\" rel=\"noopener\">cheat sheet<\/a>!).<\/p>\n<section class=\"content-section\">\n    <header data-toc-tag=\"Identification\"><h2>Identification<\/h2><\/header>\n    <p>If you\u2019re itching to start year-end planning, you could start preparation as early as summertime. In the identification stage, you can use <a href=\"\/growth-tracks\/donorsearch\/\">wealth screening tools<\/a>, marketing lists, and your own database and local resources to find potential year-end donors. This is also the right time to <a href=\"\/client-services\/nonprofit-services\/\">clean up your database<\/a>, prepare and <a href=\"\/nonprofit-technology-blog\/fundraising-software\/nonprofit-email-marketing-donorperfect\/\">segment<\/a> your mailing lists, and start drafting your year-end appeal.<\/p>\n    <p>While <a href=\"\/major-donors\/\">major gift donors<\/a> each require their own unique plan, year-end is a great time to highlight their generosity as a way to encourage others to give. Do you have any <a href=\"\/major-donors\/\">major donors<\/a> or area business partners who might enjoy inspiring your community with a matching gift? Now\u2019s the time to brainstorm lists of potential matching donors and gauge interest.<\/p>\n    <p>Finally, the identification stage includes realistic, ambitious <a href=\"\/nonprofit-technology-blog\/end-of-year\/year-end-goals\/\">goal-setting<\/a>. Now that you have a good sense of your donor and prospect pool, you\u2019ll be able to set goals that are both exciting and attainable to keep your team and yourself motivated without adding unnecessary stress.<\/p>\n    <aside>\n        <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/eoy22-dashboars-mockup-1.jpg\" alt=\"mockup of DonorPerfect Dashboard\" width=\"800\" height=\"519\" class=\"alignnone size-full wp-image-28876\" srcset=\"https:\/\/uploads.donorperfect.com\/images\/sites\/2\/eoy22-dashboars-mockup-1.jpg 800w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/eoy22-dashboars-mockup-1-300x195.jpg 300w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/eoy22-dashboars-mockup-1-768x498.jpg 768w, https:\/\/uploads.donorperfect.com\/images\/sites\/2\/eoy22-dashboars-mockup-1-100x65.jpg 100w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\n    <\/aside>\n    <p>We recommend starting the identification stage in August or September, but you can certainly adjust our timeline to meet your unique needs.<\/p>\n<\/section>\n<section class=\"content-section\">\n    <header data-toc-tag=\"Cultivation\"><h2>Cultivation<\/h2><\/header>\n    <p>The cultivation stage is your time to shine! Take advantage of every opportunity to connect donors and prospects to your mission. Help them share your vision of what the world could be, how your nonprofit is making your vision a reality, and how your donors and community play a role in it.<\/p>\n    <p>Cultivation requires active listening, too. What inspires your donors to give back? Are there resources or pieces of information your community could benefit from having? The more you learn, the better you can tailor your communications and appeals to include messages that will motivate your audience to give. Some ideas for cultivating your donor community include:<\/p>\n    <ul>\n        <li><a href=\"\/fundraising-software\/integrated-online-forms\/\">Surveys<\/a><\/li>\n        <li>Thank-you call-a-thons where staff and volunteers thank donors for past support and ask for their input<\/li>\n        <li>Newsletters showcasing donor impact and your nonprofit\u2019s latest news and activities<\/li>\n        <li>Behind-the-scenes tours or meet-and-greets, including virtual options<\/li>\n    <\/ul>\n    <p>When you have feedback from your community, you can finalize your year-end appeals. <b>If you\u2019re working with a vendor, we recommend reaching out to them in September<\/b> to establish a timeline so your letters can reach homes with enough time for donors to respond before December 31. If you\u2019re mailing letters yourself, we recommend sending them out by November 10.\n    <\/p>\n    <p>We recommend starting the cultivation stage in September or October if possible, but your mileage may vary!<\/p>\n<\/section>\n<section class=\"content-section\">\n    <header data-toc-tag=\"Solicitation\"><h2>Solicitation<\/h2><\/header>\n    <p>After you\u2019ve narrowed down your donor pool and have spent quality time cultivating them, you\u2019re poised to invite them to be part of your mission as supporters. You can kick the year-end giving season off with <a href=\"\/giving-tuesday\/\">Giving Tuesday<\/a> or your own giving day to generate excitement. <a href=\"\/growth-tracks\/crowdfunding\/\">Crowdfunding<\/a> is a good way to get your community involved, and encourage your donors and volunteers to be champions for your nonprofit.<\/p>\n    <p>Once your year-end appeal letters start to hit homes, it\u2019s wise to use multiple channels to remind your donors to give. <a href=\"\/integrations\/email-marketing\/constant-contact\/\">Email<\/a> and <a href=\"\/whitepapers\/generic\/the-nonprofit-social-media-content-planner\/\" target=\"_blank\" rel=\"noopener\">social media<\/a> campaigns help bring your nonprofit to the top of your donors\u2019 minds, and <a href=\"\/factsheets\/dp-video\/\" target=\"_blank\" rel=\"noopener\">video messages<\/a> are a great way to quickly and personally reach out to your community for support.<\/p>\n    <p>We recommend starting the solicitation stage in late November and continue through December for maximum results, but any solicitation is better than none!<\/p>\n<\/section>\n<section class=\"content-section\">\n    <header data-toc-tag=\"Stewardship\"><h2>Stewardship<\/h2><\/header>\n    <p>Stop, take a deep breath\u2026ahhh. You did it! Now on to the fun part: <a href=\"\/thanking-donors\/\">thanking the donors<\/a>, volunteers, and staff members who made your year-end giving season a success. <a href=\"https:\/\/zurigroup.com\/blog-3-step-guide-donor-stewardship\/\" target=\"_blank\" rel=\"noopen noopener\">Some statistics suggest<\/a> that donors who are personally thanked for their first gift within 48 hours are up to 400 times more likely to give a second time (that wasn\u2019t a typo &#8211; you\u2019re FOUR HUNDRED TIMES more likely to get a second gift!).<\/p>\n    <p>It\u2019s certainly challenging to thank every single donor within two days of their gift, so if you can\u2019t hit that mark, don\u2019t worry. <a href=\"\/thanking-donors\/\">Thanking donors<\/a> in any way, at any time, is so much better than nothing. In fact, <a href=\"https:\/\/www.philanthropy.com\/package\/tips-for-thanking-and-keeping-donors?cid2=gen_login_refresh&#038;cid=gen_sign_in\" target=\"_blank\" rel=\"noopen noopener\">a lack of acknowledgement is one of the main reasons donors stop giving<\/a>.<\/p>\n    <p>Some ideas for effective stewardship include:<\/p>\n    <ul>\n        <li>Thank online donors with an automatic message as soon as their gift is processed<\/li>\n        <li>Use <a href=\"\/factsheets\/smartactions-feature\/\" target=\"_blank\" rel=\"noopener\">SmartActions<\/a> to assign yourself or a teammate a task to personally thank each donor when new gifts arrive so nobody falls through the cracks<\/li>\n        <li>Schedule a thank-you call-a-thon with staff and volunteers (and supply some lunch for their effort)<\/li>\n        <li>Use DP video to create a personal, heartfelt thank you message that helps donors put a face to your organization<\/li>\n        <li>Use pre-written email and letter templates to save time, and hand write special messages for specific donors on their letters<\/li>\n        <li>Give your team a surprise day off to rest and recuperate after a crazy giving season<\/li>\n    <\/ul>\n    <p>Don\u2019t forget to celebrate your accomplishments and evaluate your year-end plan! While everything is still fresh, make notes for what went well and how you\u2019d like to improve for next year.<\/p>\n    <p>Year-end fundraising can be daunting, but it is also an incredible opportunity to take part in your community\u2019s generosity and boost support for your mission. Whatever you need for year-end, DonorPerfect is here to help!<\/p>\n    <aside>\n        <p>We know how stressful the year-end season can get, and we\u2019re here to help. We\u2019re creating helpful <a href=\"\/fundraising-hub-resources\/\">year-end<\/a> and <a href=\"\/giving-tuesday\/\">Giving Tuesday<\/a> resources to help you through the busiest giving season of the year, and you can always contact our top-notch support team for questions and walkthroughs.<\/p>\n    <\/aside>\n<\/section>\n<aside id=\"form\" class=\"bg_gray center\">\n<h2>Get Your Cheat Sheet<\/h2>\n<script>\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of 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enctype='multipart\/form-data' target='gform_ajax_frame_72' id='gform_72' class='eoy2022_cheatsheet_form' action='\/nonprofit-technology-blog\/wp-json\/wp\/v2\/posts\/26082#gf_72' data-formid='72' novalidate>\t\t\t\t\t<div style=\"display: none !important;\" class=\"akismet-fields-container gf_invisible\" data-prefix=\"ak_\">\n\t\t\t\t\t\t<label>&#916;<textarea name=\"ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label>\n\t\t\t\t\t\t<input type=\"hidden\" id=\"ak_js_1\" name=\"ak_js\" value=\"166\" \/>\n\t\t\t\t\t\t<script>\ndocument.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );\n<\/script>\n\n\t\t\t\t\t<\/div>\n                        <div class='gform-body gform_body'><div id='gform_fields_72' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id=\"field_72_1\" class=\"gfield gfield--type-text gfield--width-full input-field gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_1'>First Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input data-parameter='first_name' name='input_1' id='input_72_1' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_72_2\" class=\"gfield gfield--type-text gfield--width-full input-field gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_2'>Last Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input data-parameter='last_name' name='input_2' id='input_72_2' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_72_3\" class=\"gfield gfield--type-email gfield--width-full input-field validate gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_3'>Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input data-parameter='email' name='input_3' id='input_72_3' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_72_4\" class=\"gfield gfield--type-text gfield--width-full input-field gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_4'>Organization<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input data-parameter='organization' name='input_4' id='input_72_4' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_72_7\" class=\"gfield gfield--type-select gfield--width-full select-field role-field select-display field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_7'>Role (Optional)<\/label><div class='ginput_container ginput_container_select'><select data-parameter='role' name='input_7' id='input_72_7' class='large gfield_select'     aria-invalid=\"false\" ><option value=''  selected>Please choose an option<\/option><option value='Development Director' >Development Director<\/option><option value='Fundraising Assistant' >Fundraising Assistant<\/option><option value='Executive\/Board Member' >Executive\/Board Member<\/option><option value='Volunteer' >Volunteer<\/option><option value='Communications' >Communications<\/option><option value='I do it all!' >I do it all!<\/option><\/select><\/div><\/div><div id=\"field_72_17\" class=\"gfield gfield--type-select gfield--width-full gf_software_interest select-display gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_17'>Interested in DonorPerfect?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select data-parameter='software_interest' name='input_17' id='input_72_17' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='' disabled selected>Please choose an option<\/option><option value='No' >No<\/option><option value='No, I am a current DonorPerfect client' >No, I am a current DonorPerfect client<\/option><option value='Yes' >Yes<\/option><\/select><\/div><\/div><div id=\"field_72_6\" class=\"gfield gfield--type-select gfield--width-full gf_number_of_constituents select-display gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_6'>Number of Constituents<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select data-parameter='number_of_constituents' name='input_6' id='input_72_6' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='' disabled selected>Please choose an option<\/option><option value='0 - 500' >0 - 500<\/option><option value='501 - 1,000' >501 - 1,000<\/option><option value='1,001 - 2,500' >1,001 - 2,500<\/option><option value='2,501 - 6,000' >2,501 - 6,000<\/option><option value='6,001 - 20,000' >6,001 - 20,000<\/option><option value='20,001 - 50,000' >20,001 - 50,000<\/option><option value='50,001 - 100,000' >50,001 - 100,000<\/option><option value='100,001 - 200,00' >100,001 - 200,00<\/option><option value='200,001+' >200,001+<\/option><option value='Other' >Other<\/option><option value='Unknown' >Unknown<\/option><\/select><\/div><\/div><div id=\"field_72_5\" class=\"gfield gfield--type-select gfield--width-full gf_state_province select-display gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_72_5'>State\/Province<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select data-parameter='state_province' name='input_5' id='input_72_5' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='' disabled selected>Please choose an option<\/option><option value='Other' >Other<\/option><option value='AB' >AB<\/option><option value='AK' >AK<\/option><option value='AL' >AL<\/option><option value='AR' >AR<\/option><option value='AZ' >AZ<\/option><option value='BC' >BC<\/option><option value='CA' >CA<\/option><option value='CO' >CO<\/option><option value='CT' >CT<\/option><option value='DC' >DC<\/option><option value='DE' >DE<\/option><option value='FL' >FL<\/option><option value='GA' >GA<\/option><option value='HI' >HI<\/option><option value='IA' >IA<\/option><option value='ID' >ID<\/option><option value='IL' >IL<\/option><option value='IN' >IN<\/option><option value='KS' >KS<\/option><option value='KY' >KY<\/option><option value='LA' >LA<\/option><option value='MA' >MA<\/option><option value='MB' >MB<\/option><option value='MD' >MD<\/option><option value='ME' >ME<\/option><option value='MI' >MI<\/option><option value='MN' >MN<\/option><option value='MO' >MO<\/option><option value='MS' >MS<\/option><option value='MT' >MT<\/option><option value='NB' >NB<\/option><option value='NC' >NC<\/option><option value='ND' >ND<\/option><option value='NE' >NE<\/option><option value='NH' >NH<\/option><option value='NJ' >NJ<\/option><option value='NL' >NL<\/option><option value='NM' >NM<\/option><option value='NS' >NS<\/option><option value='NT' >NT<\/option><option value='NU' >NU<\/option><option value='NV' >NV<\/option><option value='NY' >NY<\/option><option value='OH' >OH<\/option><option value='OK' >OK<\/option><option value='ON' >ON<\/option><option value='OR' >OR<\/option><option value='PA' >PA<\/option><option value='PE' >PE<\/option><option value='PR' >PR<\/option><option value='QC' >QC<\/option><option value='RI' >RI<\/option><option value='SC' >SC<\/option><option value='SD' >SD<\/option><option value='SK' >SK<\/option><option value='TN' >TN<\/option><option value='TX' >TX<\/option><option value='UT' >UT<\/option><option value='VA' >VA<\/option><option value='VI' >VI<\/option><option value='VT' >VT<\/option><option value='WA' >WA<\/option><option value='WI' >WI<\/option><option value='WV' >WV<\/option><option value='WY' >WY<\/option><option value='YT' >YT<\/option><\/select><\/div><\/div><div id=\"field_72_11\" class=\"gfield gfield--type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><div class='ginput_container ginput_container_text'><input data-parameter='product_detail' name='input_11' id='input_72_11' type='hidden' class='gform_hidden'  aria-invalid=\"false\" value='DonorPerfect' \/><\/div><\/div><div id=\"field_72_13\" class=\"gfield gfield--type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><div class='ginput_container ginput_container_text'><input data-parameter='product_line' name='input_13' id='input_72_13' type='hidden' class='gform_hidden'  aria-invalid=\"false\" value='DonorPerfect' \/><\/div><\/div><div id=\"field_72_12\" class=\"gfield gfield--type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible lead_type\"  data-field-class=\"lead_type\" ><div class='ginput_container ginput_container_text'><input data-parameter='lead_type' name='input_12' id='input_72_12' 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