Plan Your Campaign
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Develop a campaign with a unifying theme
that represents your organization’s mission
and year-end focus.
o
Set a concrete year-end goal.
o
Plan a multi-channel approach to meet
your goal.
TIP: Leverage all your communications channels
like email, social media, and text messaging.
Keep track of the response rate by organizing
your eorts in your donor management system.
o
Create a campaign calendar and timeline to
organize your eorts.
TIP: Make sure your direct mail hits mailboxes
prior to Thanksgiving.
o
Assemble the team and assign roles.
TIP: Identify sta who will cover phones/
inbound requests during the last week/days of
the year, so no opportunity is missed.
o
Brief your sta on the theme, schedule,
and goals.
o
Line up your peer-to-peer campaign leaders
to expand your outreach.
o
Finalize your matching gift donors to help
double the impact.
Create Your Assets
o
Create your branded year-end visuals and
messaging materials; including your featured
image(s), logo, tagline, and hashtag.
o
Collect testimonials, impact stories, videos,
pictures, etc. that tie to your theme.
o
Create a special year-end donation page that
all campaign communications will link to.
o
Design a homepage pop-up for your
website so all visitors will immediately see
your year-end message and call to action.
o
Draft and design your direct mail
letters, inserts, buck slips, and envelopes;
emails, social media posts, texts, and
phone call scripts.
TIP: Don’t forget to create your thank you emails
and letters in advance!
o
Distribute messaging, logos, and images to
your peer-to-peer fundraisers to share with
their networks.
o
Prepare the mobile giving pieces of
your campaign.
TIP: 25 percent of donors complete their
donations on mobile devices. Learn how to boost
your fundraising success with mobile giving.
o
Test your emails and donation page across
desktops, laptops, and mobile devices.
Year-End Campaign Checklist
Make your year-end campaign stand out with an integrated campaign. Use
your images and messaging across all communication channels to ensure your
donors experience a cohesive theme in your appeals, donation page, thank
yous, and social media posts.
NetworkForGood.com 5Donor Management Made Easy