EOYA Planning
Answer the questions below to create an action plan for your End of Year Ask (EOYA). PS - Don't sweat it if you aren't able to answer everything right now. The most important thing is to create a basic plan (here's one we've seen work for others: https://solomon.reliant.org/pages/viewpage.action?pageId=159089267). You can build onto your basic plan as you go. A copy of your responses will be emailed to the address you provide.
Sign in to Google to save your progress. Learn more
Email *
HOW MUCH do you want to raise in this EOYA?
Ask the Lord to give you a number (it should scare you a bit). Minimum $10,000.
HOW MANY people are you planning to personally ask?
This is usually a Top 20-40 list of larger-capacity people, special-gift donors, those who have never given and those who don't give on a monthly basis. To find these people, Reliant recommends prayer, along with a 3-5 year lookback through your database. Here's how:  https://solomon.reliant.org/display/mtdmanual/Review+and+Segment+the+Donor+List+-+Element+%231 
WHO are the people you're planning to personally ask: Have you made a LIST with their names?
This list should include name, phone number, email, current mailing address, and a list of their gifts over the past 3-5 years with dates. Here's how to find these names:  https://solomon.reliant.org/display/mtdmanual/Review+and+Segment+the+Donor+List+-+Element+%231 
If you haven't completed this list yet, when do you plan to have it done?
Recommended: before the end of October.           Sample timeline: https://solomon.reliant.org/display/public/mtdmanual/Sample+Timeline
It helps to reconnect before we make an ask. HOW are you going to RELATIONALLY RECONNECT with those whom you are planning to ask?
Examples: a) Thanksgiving card with your smiling face and a hand-written note. b) A personal thank-you to those who haven't been thanked in the last 6-months. c) A personal text to see if they're ok/ pray with them. d) one-on-one time
WHEN will you RELATIONALLY RECONNECT? *Include WHEN you need to order materials and mail cards (if that's part of your plan).
Recommended: If sending Thanksgiving cards, put them in the mail the Tuesday before Thanksgiving.      Sample timeline: https://solomon.reliant.org/display/public/mtdmanual/Sample+Timeline  Sample cards: https://solomon.reliant.org/pages/viewpage.action?pageId=85494695
HOW are you going to PRESENT YOUR YEAR END GIVING OPPORTUNITY? 
Recommended: face-to-face or voice-to-voice ask. Approach and ask may vary based on the person. Know thy donor. Some use a letter to kick off the conversation. Here's an example: https://email.denisonministries.org/a-time-of-ax-sharpening 
WHEN will you personally INVITE PEOPLE TO GIVE?  
What methods will you use to FOLLOW UP on that invitation to give? *plan for 5-7 follow-ups!
Recommended: Send something (could be a letter or email) that emphasizes the vision (what they're giving toward) and tells how to give (address for checks, URL for online giving or EFT/LifeLink). Other follow-up / reminder methods include text, phone call, Christmas card, DM, voice memo, etc. Deadline for giving is December 31st. Back your follow-up deadlines before this date. Here's an example of a letter: https://email.denisonministries.org/a-time-of-ax-sharpening 
WHEN will you FOLLOW UP on the invitation to give? *plan for 5-7 follow-ups. 
What resources do you need to help you carry out this plan? *
Check all that apply
Required
To schedule a one-on-one strategy call with a Reliant coach, please leave your number below.
If you want to plug into an EOYA weekly cohort group (via phone or video), choose the time/ day that works best for you:
Clear selection
Other> Record here anything else you want to mention/ remember about your EOYA plan.
A copy of your responses will be emailed to the address you provided.
Submit
Clear form
Never submit passwords through Google Forms.
reCAPTCHA
PrivacyTerms
This form was created inside of Reliant. Report Abuse
Google Forms