Schedule your success!

It’s fundraising season!  And I bet you’re busy thinking about all kinds of things from fundraising letters to end-of-year activities.

If you really want to set yourself up for success for fundraising in the last quarter of 2010, take some time to plan your activities.  This will move you from being reactive to being proactive, and you’ll be much more likely to hit your goals.

Since most nonprofits send a fundraising letter during this time of year, I thought I’d share a tool I use and recommend to make it easier. (We’re all interested in easier, right?).

Create a production schedule for getting your letter ready and in the mail.  Start with the date you want the letters to arrive in your readers’ mailboxes, then work backward.  Allow time for stuffing the envelopes, time for printing, time for proofing, time for editing, and time for writing.  You’ll find that you need to start anywhere from several days to several weeks ahead depending on the number of letters you plan to send.  Here’s a more graphical way to create a production schedule:

(This particular schedule works for a nonprofit with a small list and they plan to print and mail the letters themselves)

November 1 Mail letters
October 30 Fold letters, stuff envelopes
October 28 Print letters
October 27 Final Proof of letters
October 25 Mailing list review
October 20 Write letter and review

 

Date

Task

Resources needed

 

Nov 1

 

Mail letters

Trip to the post office

Oct 30

Fold, stuff, seal, and stamp letters

Volunteer labor, postage stamps, envelopes, all pieces of the package

 

Oct 28

 

Mail-merge and print letters

Data list, paper/letterhead for printing

 

Oct 27

 

Final proof of letter

People to review the letter for content, accuracy and style. Checklist on page

 

Oct 26

 

Mailing list review

Your database

 

Oct 25

 

Format letter and reply card

Microsoft Word or other word processing software

 

Oct 20

 

Write letter and reply card

Samples in Units 2 & 3 of this book

 

Oct 15

 

Choose or create theme

Knowledge of current funding needs, history of previous mailings, theme ideas in this book

What should go on the outer envelope of your fundraising appeal?

Direct mail made easy!

If you’ve ever dipped your toe into the pool of raising money through the mail, you know it’s not as easy as it first appears.  It’s actually a complex strategy for fundraising with lots of details to think through.

There’s a new book available to help you navigate your way through a successful direct mail campaign.  Written by me and Sandra Sims, it’s called 7 Essential Steps to Raising Money by Mail.  It features an easy, step-by-step formula for crafting a successful fundraising letter, plus a swipe file of dozens of sentence starters for those times when you can’t find the right words.  It also contains over 25 real sample letters from real organizations.

The book is available as an ebook for $24 and as a paperback for $27.  Order yours here.