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Year-End Giving Presentation
- 1. Year-End Giving CampaignJudith Powell & Brent Schneider
- 2. Introduction First TeeClub for high-end donors Minimum of $500 Invested $10,000 and received $260,000 in gifts; Netting $250,000
- 3. Create pieces. Createprofessional 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
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- 5. Prepare to sendout 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.
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- 9. 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.
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- 11. 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
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- 17. 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
- 18. Thank You Packageconsists of: Letter Photobook The First Tee Club Bag Tag or The First Tee Head cover
- 19. Maintain relationship withdonor E-newsletter Newsletter Exclusive events for members Spring Putting Clinic and Cocktail Event Schwab Cup Donor Cultivation and Thank You Event with Tom Watson
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- 22. Analyze results forboard 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
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