For fundraisers new to year-end campaign strategies and planning, this presentation covers the basics. Learn what year-end fundraising is, why organizations should do it and best practices, including preparation, creating multiple touch points, simplifying the donation process, and telling a great story.

1. Year-End Fundraising: Basic Richard DietzNonprofit R+D www.nonprofitrd.com

2. Agenda What is a Year-End Campaign? Why You Need to Launch a Year-End Campaign Today Tools of the Trade Best Practices for Year-End Campaigns Templates and Examples Q&A

3. Basic vs. Advanced Basic Get you up and running Advanced Ideas and strategies to improve your results Peer-to-Peer fundraising A/B Testing Social Media Online Video Drip email marketing Register Here: http://ow.ly/6zB70

4. Assumptions For the purpose of today’s webcast I am making a few assumptions: You currently do not have an End of Year Campaign ready to launch or not happy with what you have You are looking for some help getting one launched You don’t have a lot of time or resources Focus will be on email, website and online fundraising If you also do direct mail then you can incorporate it into this plan

5. Our Goals Today Convince you why you need to launch a Year-End Campaign Show you that its not as difficult or time consuming as you may have thought Get you to take action and launch the campaign ASAP No campaign is ever perfect or “ready” Only way to improve is to get something out there and test

6. What is an End of Year Campaign?

7. Definition for End of Year Campaign A coordinated multi-appeal fundraising campaign that capitalizes on the end of year giving cycles that is a part of a larger donor cultivation system Key ideas from the definition Coordinated Multi-appeal Giving cycles Part of larger system (Donor Engagement) Also known as: EOY Campaign Year End Campaign Holiday Campaign

8. Why you NEED to launch an End of Year Campaign

9. Why an End of Year Campaign? NPO’s raise from 40% to 70% of their funds at the end of the year Up to 22% in the last two days of the year People like to give during the holiday season People like to get their tax breaks Great way to update your supporters about the year’s accomplishments and what you have planned for the new year Great opportunity to find new donors

10. Tools of the Trade

11. Tools of the Trade* You only need four tools to run a solid Year-End Campaign Online Place to make your case – website Way to take money – donation form Way to connect with potential donors – email marketing Way to track results – online analytics * More advanced tools will be discussed in next week’s advanced webcast.

12. Best Practices and Tips for End of Year Campaigns

13. Best Practices Prepare and Plan But keep it simple for now Start from where you are and improve every year Use the eBook Download here: www.sagenonprofit.com/knows Multiple Touch Points Easy Donation Process Vivid Examples of How Donations Will be Used

14. Best Practices Tell a Great Story* Inspire them with your passion Individual stories are best People give to people Emotion >> Rationality Make it timely * Templates in the eBook will help you here Danariely.com Predictably Irrational Upside of Irrationality

15. Best Practices Follow Up Your New Year’s resolution Develop donor engagement Welcome email or series Multiple thank you notes throughout the year Measure and test throughout the year

16. Resources and Templates for End of Year Campaigns

17. Resources and Templates Google is Your Friend Search for “End of year appeal example,” “thank you card example,” etc. Gets you off the blank page. Sage Fundraising Online www.sagefundraisingonline.com Sage eMarketing www.swiftpage.com/sageemarketing/nps/ Timeline and Templates Downloadable eBook

18. Conclusion End-of-year campaigns are not as difficult as they seem Take action Only YOU can figure out what works for YOUR organization Check out the new online tools like Sage Fundraising Online: www.sagefundraisingonline.com Sage eMarketing: www.swiftpage.com/sageemarketing/nps

19. Q&A