This free workshop is for organizations who are planning their first or a more comprehensive Fall Campaign. It presents the basics on how to; refine your impact message, identify your targets, define your approach and create an end of year contributors' plan. This workshop is for organizations who are planning their first or a more comprehensive year-end campaign

2. End of Year Campaign 101
Curriculum

 The Basics
 Power Messaging
 Contributor Selection
 Which Vehicle to
Choose
 The Plan
 A Joyous Relationship

3. The Basics
 Organizational credibility and expertise
 History/Programs
 Awards/Accreditation
 Policies
 Privacy policy
 Donor Bill of Rights
 Donor Recognition Policy
 Receipting Policy – CRA
 Who else in the organization is asking now?

4. The Power Message
The NEED
 Articulate the need powerfully
 Prove the need
 Clearly
 Concisely

5. The Power Message
Convincing Evidence
 Statistics/Data – Inputs, Outputs,
Outcomes
 Client Focused, Community Focused
 Problem your organization has solved
 Impact on society

6. Contributor Selection

7. Contributor Selection
Who Cares?
 Current contributors
 Individuals
 Foundations
 Corporations

8. Contributor Selection
Who Should Care?
 Those who have not given this year but have
a connection to the organization
 Past Donors
 Customers of the services
 Families of customers

9. Contributor Selection
The Rest
o What are your goals for the rest?
o What resources do you have available?

10. Individuals
 Decide on your criteria for selecting donors
from your list
 Date of last gift
 Number of gifts in the year
 Size of gifts
 Segment your list using your criteria.

11. Corporations
 Know your corporation
 Gifting strategy
 Connectors and Connections
 What do you want? cash, in-
kind, volunteers
 Benefit for Corporation - Volunteer Canada
- 21% employee retention

12. Which Vehicle to Choose?
 Letters
 Proposals
 Personal Visits
 Email
 Newsletter

13. Letters
 Powerful, concise
 Tell a story
 Make the ask
 Give some options
 One page

14. Proposals
 Research, research, research
 Match the need to the donor’s criteria
 Call before you write
 Include your proof

15. Personal Visits
 Research
 Connection – take a volunteer
 Practice before the meeting
 Look for visual cues
 Be brief but thorough
 Make the ask - options
 Take the proposal to leave behind

16. Email
 Powerful message
 No attachments
 More than once

17. Newsletter
 Showcase
 Proof
 Donor Recognition

18. The Plan
Market Segment Vehicle When Who
Current
Donors below
$
Gave after
June
Newsletter –
Holiday
message
November 20th
delivery
Jennifer
Current
Donors below
$
Given before
June
Letter –
Homeless
Youth
November
15th
Pam

19. The Donor Cycle
 Engage
 Ask
 Thank
 Report
 Engage
 Ask

20. How to Say Thank You
 Newsletter, Website
 Events
 Ongoing Communication
 Personal Approach
 Invitations
Invitation to events, dinners, AGM etc.
Invitation to award presentations – presentation to volunteers
Circle of Friends

21. QUESTIONS
?