4 Things to Remember in Year-End Planning

Image courtesy of amenic181 at FreeDigitalPhotos.net
Image courtesy of amenic181 at FreeDigitalPhotos.net

Pumpkin flavored lattes have arrived. The Halloween costume shops have opened. Labor Day has come and gone. What does all of that mean for fundraising? Even though it’s still 90 degrees in Florida, this is the time to get your year-end fundraising plan together.  Make sure you think about more than how you are going to ask for money. Remember that the fundraising cycle includes these steps: identification, cultivation, solicitation and stewardship. For year-end giving, we tend to focus on solicitation but you can make sure you touch every step. Here’s how:

1. Identification – look back over the first 9 months of 2015. Who has been newly introduced to your organization? Look for ways to reconnect with them. Ask board members to help make these connections.

2. Cultivation – The end of the year is fast approaching but you’ve got four months left to engage your prospects in your organization’s good work. What is coming up in your organization’s activities that could be cultivation opportunities? Are there any celebrations? Do you have holiday related activities? Make sure you are inviting your prospects to see your mission first hand.

3. Solicitation – More than half of all charitable giving takes place in the last quarter of the calendar year. Remember that is you aren’t asking your donors for a gift, many other organizations will be. Make a plan to ask your supporters for a gift in the last quarter of the year. Find a way to work Giving Tuesday, December 1, into your year-end solicitation strategy.

4. Stewardship – The last quarter of the year provides many natural opportunities for saying thank you to your donors. Thanksgiving is our national holiday for this purpose. Be sure your donors know that you are thankful for them. National Philanthropy Day is November 15. This is a national event with many local celebrations including these Tampa Bay area AFP Chapters: Suncoast, Nature Coast, Polk County and Southwest Florida. In December the media will be flooded with ‘best of’ lists. Use that idea to tell your donors that they accomplished great things through your organization. Be sure that your communications are more than just asking for year-end gifts.

With four months left, you have time to wrap up 2015 in grand style. Don’t forget that the end of the year is more than asking for one more gift. It’s a chance to engage your donors in your mission.

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