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INFOGRAPHIC: Fundraising Appeal Planning Check List for End-of-Year

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Avoiding the Bad and Ugly in End-of-Year Fundraising Planning + Content + Segmentation = Success We want to help you make the journey to end-of-year fundraising an easy one. Start below and check off as you go. Fundraising Appeal Planning — Check List — Checklist for Segmentation Identify who you are asking Pick the right channel for your audience (do they prefer email? Do they respond to both direct mail and email?) Segment your messages—never send to everyone Update and suppress donors along the way (don't ask if they already gave!) Checklist for Content It starts with a theme (that's the glue that holds all content together) The right photos and images set the tone, so choose the right ones Focus on subject lines Learn how to write stories (it's a narrative, not a report) Plan for major channels like direct mail, email, website, social, and also consider smaller or lesser used channels that may come into play Don't have more than one CTA (you're asking for a gift, nothing else) Checklist for Planning Plan early and anticipate bottlenecks Identify key milestones and tasks (consider putting some in Outlook ® and on everyone's calendar) Create a calendar and share with stakeholders Be inclusive early on, so no one feels out of the loop Assign tasks, set expectations, and pick a project lead Work with the resources you have—don't overdo it Don't go dark on January 1—kick off your stewardship effort Want to read some success stories from your peers? Join in How to Create Fundraising Appeals that Work A Step-by-Step Guide to Raising More Money from Appeals BUILD STRATEGY WRITE & DESIGN GET RESULTS Download it now With these to-dos checked off your list, get ready for all the good that comes with end-of-year fundraising. Get the extensive guide to creating fundraising appeals here:

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