Why Aren t You Asking for Year End Gifts?

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1 Why Aren t You Asking for Year End Gifts? DONNA ANN HARRIS HERITAGE CONSULTING INC Donna Ann Harris 1

2 Agenda Why do it? 3 different types 1. Multi-channel appeal 2. Online only appeal 3. Last week of the year appeal Calendar: when to send letters, s, thank you s 2018 Donna Ann Harris 2

3 3 Ten Fund Raising Facts about Year -end Giving 2018 Donna Ann Harris Ten Fundraising Facts About Year End Giving We have been collecting statistics about year end giving for more than ten years. Here are the latest we have found from various online sources. 1. In 2017, an estimated $ billion was raised from Americans giving to charity. Giving USA. 2. Giving increased 5.2% from 2016 to 2017 when giving was $ billion. Giving USA. 3. Seventy percent (70%) of all gifts came from individuals, an increase of 5.2% this year. -- Giving USA. 4. Overall online revenue increased by 23% in 2017, and monthly giving increased by 40%. M&R Benchmark Study for The proportion of transactions from mobile users increased by 50% between 2016 and M&R Benchmark Study for Thirty percent (30%) of nonprofits raise 26-50% of their annual fundraising in November and December when folks are feeling their most

4 3 Types of Year End Appeals 1. Multi-Channel 2 letters, 10 s 2, Online Only 10 s 3. Last Week 5 s 208 Donna Ann Harris 4

5 10 Step Multi Channel Appeal 2018 Donna Ann Harris 5

6 1. Set a Goal, Create a Simple Campaign Theme & Think Multi-Channel Giving 2018 Donna Ann Harris 6

7 2018 Donna Ann Harris 7

8 8 2. Clean up your mailing lists 2018 Donna Ann Harris

9 2018 Donna Ann Harris 9

10 2018 Donna Ann Harris 10

11 3. Take Online Gifts, Your Website s Donate Now Button & Review Your Home Page 2018 Donna Ann Harris 1 1

12 2018 Donna Ann Harris 12

13 4. Test Your Donation Page Today 2018 Donna Ann Harris 1 3

14 Get feedback on your donate now page today Fix any problems now Make it easy to give Take all credit cards 2018 Donna Ann Harris 14

15 5. Revise Your Giving Levels, Ask for Recurring Gifts, Create Simple Forms 2018 Donna Ann Harris 1 5

16 Simple donation form link to DONATE NOW Button 2018 Donna Ann Harris 16

17 6. Create 10 Compelling Stories, Photos & Letters and the Weekly Countdown 2018 Donna Ann Harris 1 7

18 2018 Donna Ann Harris 18

19 2018 Donna Ann Harris 19

20 7. Thank You, Thank You, Thank You

21 2018 Donna Ann Harris 21

22 8. Automate and Tweet About It 2018 Donna Ann Harris 2 2

23 2018 Donna Ann Harris 23

24 2018 Donna Ann Harris 24

25 9. Reinforce Your Campaign with Traditional PR, Matching Gifts & Donor Lists 2018 Donna Ann Harris 25

26 2018 Donna Ann Harris 26

27 2018 Donna Ann Harris 27

28 10. Don t Take Christmas Week Off 2018 Donna Ann Harris 28

29 2018 Donna Ann Harris 29

30 The Last Few Days 2018 Donna Ann Harris 30

31 Pick the Campaign that Works for You 2018 Donna Ann Harris 31

32 Calendar and Types of Campaigns Multi-Channel Appeal Online Only Appeal Last Week Appeal You pick which appeal works for you based on timing, your access to volunteers 2018 Donna Ann Harris 32

33 Multi- Channel Appeal Mechanics Clean online and mailing lists Costs for postage, letters, envelopes, mail house 2 direct mail letters One direct mail letter on or before November 19 Another direct mail letter on December s over 6 weeks 5 s in the last week of the year 2018 Donna Ann Harris 33

34 Mailing List Mechanics Got a gift? Remove from mailing list (and list) Send thank you immediately If no response, second direct mail letter Dec. 15 Get a gift from second letter? Remove from list Reply envelope (or biz reply envelope) needed 2018 Donna Ann Harris 34

35 Second direct mail letter 2014 Donna Ann Harris 35

36 Online Appeal Only 10 s -- Mechanics 2018 Donna Ann Harris 36

37 Last Week Appeal 5 s Mechanics 2018 Donna Ann Harris 3 7

38 Year End Appeal 2018 CALENDAR 2018 Donna Ann Harris 38

39 What I Covered Why you should seek year end gifts 3 different types of appeals Multi-channel appeal Online only appeal Last week of the year appeal Calendar for when to send letters, s, thank you s 2018 Donna Ann Harris 39

40 com/services/historicpreservation/trainingworkshops/webinar-whyarent-you-asking-for-yearend-gifts-2018 Find all the handouts & Bonus info

41 Tell me how you did! 2014 Donna Ann Harris 4 1

42 Q and A 2018 Donna Ann Harris 42

43 Thank You! 43 Donna Ann Harris Heritage Consulting Inc. 422 South Camac Street Philadelphia, PA Donna Ann Harris

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