How to Write an Epic End-of-Year Fundraising Letter — Out in the Boons (2024)

Is your end-of-year fundraising appeal convincing your donors to give before they even finish reading it? Did you struggle to reach your fundraising goal last year? Never written a fundraising appeal before? Or maybe you’re just feeling stuck when it comes to putting pencil to paper? This is for you.

After writing hundreds of fundraising appeals and raising millions of dollars for nonprofits big + small, I have this down to a science.

YOU READY? LET’S DO THIS

Let’s get some things out of the way.

  1. What is an annual appeal? An annual appeal is generally a set of communications (hard-copy letter, email(s), and social postings) that focus on a singular subject with a compelling ask to your donor for money. While this can take place at any time of year, the most common is at the end of the year, when nonprofits can raise up to ⅓ of their budgets in the last few months of Q4.

  2. Should I do an annual appeal? Um...do you like meeting your budget? As mentioned above, billions of dollars are raised in November and December across all organizations. Of those, 12% come in to organization on the LAST THREE DAYS OF THE YEAR. So yes, I would advise being a player in the game.

  3. Should I do a hard copy appeal, email appeal and social media posts? Online marketers say that on average it takes a person seeing something SEVEN times before they will take action. Therefore, I suggest tweaking the same message several times across multiple channels to maximize your results.

  4. Is this going to be a lot of work? Yes, but it will be worth it. If you want to make this as easy and pain free as possible - check out the blog post I put together on launching a campaign.

How to write an appeal:

Step 1: Pick your theme/subject

What/who is your story going to be about? I challenge you to focus on a SINGULAR subject. You may say, “But Jess - we serve thousands of students/marine animals/trees a year…” Pick ONE of them to write a story about. People connect 1:1 best and sometimes writing about the masses is overwhelming.

Now tell me, what/who is your subject ______________________________________________

Step 2: What is the story you want to tell?

My guess is that there are various stories that can be told from the point of view of your one subject. For example, you maybe have a single mother who has benefitted from your program: are you talking about her as a mom or her education, or her career, or her mental health - do you see what I’m saying? Again, pick ONE through line.

You know the drill, what is your theme _____________________________________________

Step 3: Interview your subject

Yey! We are getting somewhere. It is time to (if applicable) interview your subject. Try to come up with a list of questions that don’t have just “yes” or “no” answers. Use this question asking opportunity to draw out pull quotes too. Need some examples of questions to ask? I got you.

  • What were the set of circ*mstances that brought you to (insert organization name)?

  • Tell me about how (insert organization) made you feel when you walked in the door.

  • What made your time with (insert organization) a success?

  • If you could describe (insert organization) in three words, what would they be?

  • What are your hopes and dreams for the future?

Step 4: Write and then walk away

When writing things out (even this post!), I like to do a draft and then walk away for a few days. I find that when I come back with fresh eyes that I’m able to sharpen the message, fix errors, and tweak parts that are missing. Don’t get too bogged down if you are having trouble completing every.single.sentence in your draft. Just put a “XXX” as a placeholder and then come back to it.

Some other tips and tricks:

  • Make sure you clearly mark what problem you want your donor to solve

  • Include a sense of urgency

  • Use the word YOU vs. us, our, the name of your organization as much as possible

  • Thank your donor for their courage/trust/faith/commitment/vision/understanding/compassion (use any of those words)

  • Make the donor you are writing to the hero of the story

  • Don’t be afraid to use bold, underline text or bullet points - it helps the eye

  • ALWAYS include a PS sentence - it is the most read line of any letter/email!

  • Use psychologist Jen Shang’s words:

Q. You write that nonprofits can increase contributions “by changing a handful of words in a solicitation.” What are those magic words?

A. There are nine adjectives Americans use to describe a moral person: kind, caring, compassionate, helpful, friendly, fair, hard-working, generous and honest. Charities can randomly select a couple of adjectives from those nine words and use them in their fund-raising solicitations when appropriate. We’ve found that women then increase their giving on average by 10 percent.

Step 5 - Pass it around for edits

I truly believe that in fundraising - two heads are better than one and five heads are better than two. Once you have your draft completed - pass that baby around. My advice would be to share it amongst your team, but also with a person within your organization who doesn’t do fundraising. They will have a fresh pair of eyes to tell you if your message is impactful and if your ask is clear. Gather all of the edits and make any final changes before sending them to the designer/printer.

Step 6 - Get creative

There are many ways to spice up an appeal. Some ideas:

  • Include a captivating photo

  • Insert a pull-out quote from your subject

  • Bold text throughout so that if the reader reads nothing else - they would get the jist of the story

  • Include your most impressive stat

  • Whoever is “signing” the letter - have a live signature (or a copy of one)

  • If you can, do a mail merge to include a corresponding first name at the top and throughout the letter

  • For previous donors, include their previous giving amount + 20% in your ask. For example, if your donor gave $100 last year, you might ask specifically for $120 this year.

  • Include a remit envelope or link/button to donate - make being able to donate guess-free and SUPER easy

Step 7 - Take your appeal and adapt it for different channels

You heard me say it takes someone on average SEVEN times of seeing something before they take action, right? That means you are going to need to turn this story into at least seven versions.

BONUS:

Here is a suggested send out list, but please adjust to the cadance your organization follows.

  • At least 60 days of warm-up content (social media posts, email)

  • Mid-late November launch - hard copy lands in mailboxes

  • The week of Thanksgiving - have you/your staff/board send a gratitude note or do gratitude calls to every donor from the previous year

  • Giving Tuesday - social media post/email (Want these written for you? Check out my Giving Tuesday templates here.)

  • Early December - digital version of the hard copy appeal via email

  • Mid-December - email

  • December 28th - email

  • December 30th or 31st - final email reminder/tax reminder

***Of course in between these mailing pieces and emails you should be doing consistent social media.


Now, go forth…YOU GOT THIS!

How to Write an Epic End-of-Year Fundraising Letter — Out in the Boons (2024)

FAQs

What is an example of a good fundraising letter? ›

I'm writing to ask you to support me and my [cause/project/etc.]. Just a small donation of [amount] can help me [accomplish task/reach a goal/etc.]. Your donation will go toward [describe exactly what the contribution will be used for]. [When possible, add a personal connection to tie the donor to the cause.

How do you end a fundraising letter? ›

At the end of your donation letter, write a clear, direct call to action, outlining exactly what you want from your reader. Don't assume they know what you're looking for. Thank and Sign: Finish your letter by thanking your recipient for considering a gift and signing it.

What is the structure of a fundraising letter? ›

Here's my personal go-to fundraising letter format:

Briefly explain how your organization is uniquely positioned to respond to the need. Transition into why you need your reader's help and the urgency of the need. Make the Ask (offer). End the letter with a specific call to action.

How do you write a good end of year letter? ›

Here are four tips you'll want to remember as you write your year-end letter:
  1. Tell a story. Paint a picture with words of someone or some place that needs your congregation or organization.
  2. Keep it clear and simple. ...
  3. Let the reader know what you plan to do with their donation. ...
  4. Be emotional.

How do you start a fundraising letter? ›

Hi [insert name], I wanted to reach out and let you know that I'm fundraising to [insert reason why you're fundraising]. As you probably already know, this cause is very important to me. [Write 1-2 more sentences about your history with this cause, and why it means so much to you.]

How do you write a good case statement for fundraising? ›

10 Steps for Building Your Fundraising Case Statement for Support
  1. Gather background. ...
  2. Build a team. ...
  3. State your timeline. ...
  4. Determine structure. ...
  5. Write an outline. ...
  6. Interview key figures. ...
  7. Create a memorable campaign theme. ...
  8. Insist on an appealing design.

What is the best message for donations? ›

Asking Donation SMS Examples
  • We are asking for your help to support our important work.
  • Your donation will make a real impact on the lives of others.
  • Please consider donating today.
  • Thank you for your generosity.

How do you thank donors at the end of the year? ›

Your contribution has made such a meaningful difference in the lives of those we serve – thank you for your kindness and generosity.” “Your donation shows that you truly care about our cause and the work we do. Thank you for your continued support!” “Words cannot express how much your donation means to us.

What is the end of the year giving statement? ›

A year-end giving statement is a donation acknowledgment letter that summarizes all your donors' contributions throughout the year. It's an opportunity for you to show appreciation to your donors and reveal what you accomplished with their donations.

What is the end of year charity letter? ›

A year-end giving letter, also known as an end-of-year donation letter, is a fundraising appeal sent during the last few months of the year, sometimes called the “season of giving.” It's not to be confused with a donation acknowledgment letter which you send to donors, oftentimes at the end of the year, to give ...

What are the 4 C's of fundraising? ›

Clear, compelling vision. Consistent communication. Competent follow-up, Champions.

What are the 4 P's of fundraising? ›

Nonprofits that allow donors to participate in the giving process as they seek fit, will give on an ongoing basis. A GiveGab blog provided four P's of being a great fundraiser. Their P's are passion, persistence, philanthropy and people-focused. If you have passion, people will listen and believe.

What is an example of a fundraising letter? ›

Example of a Fundraising Letter Asking for Online Donations

Dear [Donor's Name], My name is [your name] and I am [describe your position/situation/background]. My organization launched our [name of online fundraiser] today. Our goal is to reach [amount] to [project, event, cause you're raising money for].

How do you write a fundraising appeal email? ›

Here are 10 steps to a successful fundraising appeal email:
  1. Subject line. ...
  2. Clean images with small file sizes. ...
  3. Personalized greeting. ...
  4. Donor-centric tone. ...
  5. Specific appeal. ...
  6. Suggest donation amount(s) ...
  7. Communicate impact. ...
  8. Short – get them to your website.

What are the three most important elements of a fundraising appeal? ›

Fundraising appeals are a powerful way to compel supporters to give to a cause. Appeals should always speak to the audience's emotions, remind them why the organization's mission is important, and include a call to action.

How do I write a Go Fund Me appeal? ›

Be honest and direct with your supporters. Get to the “why.” Let your friends and family know why this cause is so important to you. Give a clear outline of how much money you need to raise and what the funds will be used for, including how it will help you. Post pictures and videos.

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