Put your feet up. Finally enjoy that glass of champagne or eggnog or eat that slice of cake. Ahhhh.
And then get back to work.
What?? Yes, now you have to evaluate all the campaigns you just ran. While they’re fresh in your mind, document what worked, what didn’t, and what you should be sure to do next year to make your jobs easier or your campaigns more effective.
And your donors are hot! You can continue to thank them and share the results of your end-of-year campaigns, but have an eye to the next few outreach plans. You don’t always have to ask for money. Sometimes it’s okay to just say hello. Remember, you’re developing relationships, so treat these donors as you would friends.
Document Your Impact
Data doesn’t lie, so collect data and share it with your donors. Discuss how their contributions help your mission. Impact statements are helpful to persuade donors to contribute and to show your appreciation after the campaign. Tell them exactly what their donation will help you do for the mission. For instance, you might say, “Sally, your donation of $100 helped purchase backpacks for 20 children to go back to school.”
Provide an annual giving report summarizing the year’s efforts. This annual report is designed to celebrate the successes of and discuss the projects of the entire year. If you have a weird year, which these days doesn’t sound so farfetched, document how the pandemic or other event impacted your mission. What did you learn? How will you move forward?
Use Your CRM to Close Out One Year and Plan for the Next
We know, it seems like your work is never done. It’s hard to overestimate the importance of a good fundraising CRM to collect and analyze data for you. When you can run custom reports and have detailed campaign performance numbers in your hand moments later, it’s an argument for making sure you have software that meets your needs.
Compare what features you need with what are available through your technology to see if you have the right solution, and if not, match those features to what’s available on the market and ask to see their software in action. There are a lot of options when you're looking for the best CRM for nonprofits, and we’re only one of them, so take your time.
And know that every year, your year-end campaign is going to morph and evolve based on your technology, your donor base, world events, and your outreach efforts. Every minute you put into growing your nonprofit will pay dividends and increase your ability to change the world.