EOY GOALS and PLAN Template.xlsx

	A	B	C	D	E
1	YEAR END FUNDRAISING GOALS AND PLAN
2	YEAR END FUNDRAISING GOALS AND PLAN
3	Revenue Goal (from 11/15 - 12/31): $00.00
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5	Component 1: Emails and Direct Mail
6		PURPOSE	PLAN	GOAL	COST (in addition to staff time)
7		Donor Engagement (Retention and Stewardship)	Email -Newsletter in Nov and Dec with content focused on year's impact	20% open rate 3% click rate
8		Email Appeals	5 appeals - Appeal to give a gift of impact rather than shopping on Black Friday, Appeal for Giving Tuesday, General Appeal, Appeal for last minute shoppers to give a gift of impact, Appeal for last opportunity to help us meet our goal	$10,000 donations of any size from 60% of our members (not including major donors)
9		Major Donor Appeal	Handwritten letters by ED and or board to donors of $1000.00 or more	$10,000 from 8 donors
10		DAF Appeal	Appeal asking for donors with DAFs to direct a gift to us	2 new DAF gifts ($2000)
11		Upgrade Donation Level Appeal	Appeal asking mid-level donors who have given for two or more years to give more ($100 - $999).	10 donations upgraded
12		Increase Recurring Donations	Appeal sharing the importance of recurring donations to encourage new donors and convert existing annual donors to give a recurring gift.	10 new recurring and 5 annual donors converted to recurring
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14	THESE ARE EXAMPLES - YOU DON'T HAVE TO DO IT ALL
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