Year-End Giving CampaignYear-End Giving Campaign

Judith Powell & Brent Schneider

IntroductionIntroduction

• First Tee Club for high-end donors‐ Minimum of $500

• Invested $10,000 and received $260,000 in gifts; Netting $250,000

Create pieces.Create pieces.• Create professional brochures.

‐ Reflects organization in positive light

• Small investment for large return.‐ $10,000 on stationery, brochures, and postage‐ Received $262,000+ in gifts

• The First Tee Club Package‐ Brochure‐ Letter‐ DVD‐ Return card and envelope

Prepare to send out packages.Prepare to send out packages.• Compile a list of donors that previously gave

$250 or more. Cross reference with board members to determine who knows these donors.

• Gather a list of 10 names and addresses of perspective donors from each board member that they feel comfortable contacting for donations.

• Merge names with letter.• Prepare packet of letters that correspond to

appropriate board member. Use year-end board meeting to have each board member add a personalized note and pledge to follow-up.

Mail and Follow-up.Mail and Follow-up.• Mail packages.• Assign each fundraising committee member

a list of board members to check-in with and ensure they are making follow-up calls.

• Critical to make follow-up phone calls.‐ To ensure receipt of year-end package‐ To form a personal relationship with donor.

• Success rate of 75% when calls are made.

Publicize daily donations.Publicize daily donations.

• Use email to track and publicize progress of campaign.

• Motivates board members.• Updates board members of which donors

on their list have given to the organization. ‐ Members can thank these donors by any means

if they choose

Thank donors appropriately.Thank donors appropriately.

• Sent each donor a thank you package consisting of:‐ Thank you letter‐ The First Tee Club bag tag (new donors) or

The First Tee head cover (renewals)‐ Photobook

• Thank you call

Thank You Package consists of:Thank You Package consists of:•Letter•Photobook•The First Tee Club Bag Tag or The First Tee Head cover

Maintain relationship with donorMaintain relationship with donor

• E-newsletter• Newsletter• Exclusive events for members

‐ Spring Putting Clinic and Cocktail Event‐ Schwab Cup Donor Cultivation and Thank

You Event with Tom Watson

Analyze results for board meetingAnalyze results for board meeting

• Analyze First Tee Club donations‐ Shows which board members were

successful in soliciting donations ‐ Ask successful members about their tactics

Follow-up calls

• Useful for improving campaign strategies for the following year