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Fundraising Planning Guide, Calendar, Worksheet, + Template

CauseVox

Fundraising Calendar for 2021. That’s why we created this 2021 fundraising calendar worksheet and template to help you map out the best possible plan. You must apply strategic planning, knowledge of your donor base, and a forward-thinking approach to fundraising in your preparation efforts to create an attainable, yet ambitious plan.

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The complete year-end guide to maximizing matching gifts

EveryAction

Understanding matching gifts Matching gifts are a type of corporate philanthropy where companies pledge to match employees’ donations to eligible nonprofits. By promoting matching gifts during the year-end season, nonprofits can… Inspire donors to give generously. Spread awareness of matching gift programs throughout the year.

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[ASK AN EXPERT] What To Do When A Donor Says “No”

Bloomerang

Today’s question comes from a nonprofit employee who wants advice on what to do after a donor says “no” to a meeting. Dear Charity Clairity, I’ve been getting a lot of resistance from donors saying “no” when I ask them if they’d like to get together. Not every “yes” means the donor is passionate. My calendar is busy.

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How to Monitor & Adjust Your Fundraising Development Plan Throughout the Year

CauseVox

Sample fundraising calendar Be sure to update your quarterly and monthly totals for the year, comparing them to your original goals. Take a moment to recognize and appreciate the efforts of your team, volunteers, and donors. Identify any trends or areas where donor engagement may be lacking. Are you on track to meet your goals?

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Super Useful Nonprofit Fiscal Year-End Action Strategies

Bloomerang

That means you need to make sure you don’t lose any of those donors you took such pains to acquire last year. 8 Fiscal Year-End Donor Retention Action Strategies + Practical Tips. There’s nothing more important to your bottom line and long-term sustainability than donor retention. Call your most important lapsed donors. .

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It’s Not Too Late: 3 Strategic Year-End Fundraising Tips

Bloomerang

Did you know that nearly one-third of individual fundraising happens during the month of December and 12% of giving happens in the last week of the calendar year ? . Second, it makes it easy for those who have donor-advised funds to make recommended distributions to you. You need to reach your donors where they are.

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[ASK AN EXPERT] In Which Year Are Gifts Made On Or Before December 31, But Received In January, Counted?

Bloomerang

Our auditors later told us the gifts should have been recorded as pledges, with the payment showing as being applied in the new year. Donor perspective (for tax deduction purposes) . Donor Perspective. The donor cares about when they can claim a deduction. The donor mails the check via the USPS.

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