Year-End Appeals Deep Dive: A How-To Guide to Strategically Raise The Dollars You Need

  • Duration
    90 Minutes
  • Author
    Cherian Koshy
  • Course Level
  • Year Created
  • CFRE Approved
    1.50 Points
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Year-End Appeals Deep Dive: A How-To Guide to Strategically Raise The Dollars You Need

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Did you know that about 30% of all giving to nonprofits happens in the month of December? Like it or not, you have a lot riding on end-of-year fundraising! Maybe it’s making your budget, maybe it’s funding some unexpected expenses through the pandemic, or maybe you’re looking to start the new year in an even stronger position than ever before. There’s so much to do and the clock is ticking. 

When are you going to get the time to sit down and write that piece of direct mail, email, and social media appeals? Is that even where you should start? (HINT: NO!!) 

As a fundraiser just like you, I know the struggle of putting together your year-end fundraising strategy in a well-thought-out and effective way, and that’s exactly what I’m going to walk you through in this live webinar!

You’ll come alongside me as we work through a year-end communications plan that includes what really works to build engagement and momentum through the end of the year and raise those much-needed dollars. 

You don’t have to stress over the year-end strategy. Donors are ready to be generous; you just need to follow the right steps to help them to make the most meaningful gift they can. If you’ve never sent a year-end appeal, this webinar is for you. If you haven’t started your year-end planning, this webinar is for you. If you’re using the same strategy as last year, this webinar is definitely for you! 

During This Nonprofit Webinar, You Will Learn:

  • How to build an engagement strategy that converts low, medium, and high-engaged donors into making their best gift this year
  • How to develop a communications calendar (so you’re not annoying about asking every day!) that resonates with your existing and prospective donors
  • How to resurrect old relationships and re-engage them into current gifts
  • How to create an omnichannel strategy quickly and easily
  • How to write appeals that don’t leave money on the table

You’ll Get These BONUS Materials:

  1. Templates for social media, email, and direct mail that will save you dozens of hours. 
  2. A year-end calendar to help you design a strategy and keep you on track with simple and effective tasks
  3. Introduction Script
  4. Lapse Donor Calling Script
  5. The Webinar Slides  

About Your Topic Expert:

Cherian is specifically qualified to teach this webinar because:

  1. Cherian holds a Series 66 license and serves on the firms' investment committee
  2. He works with dozens of nonprofits each year to provide fundraising strategies including many organizations that raised more money during the pandemic
  3. Cherian's clients implement these strategies exactly and are seeing significant increases in revenue

Cherian Koshy is a fundraiser, just like you. And like you, he’s done this strategy dozens of times in his own organizations to raise hundreds of thousands -- even millions of dollars. He continues to refine these strategies and is bringing together the best practices from industry research alongside what he has seen work in his own shops all for your benefit. Many organizations reach out to Cherian each year to help them with year-end fundraising strategy and you can easily pay someone thousands of dollars to get access to the templates, scripts, and calendars that he’ll be using in this webinar. 

Mr. Koshy is a Certified Fund Raising Executive (CFRE) & AFP Master Trainer. He is the Chair of the Iowa Commission on Volunteer Service (Volunteer Iowa) and serves on the global board of the Association of Fundraising Professionals. He works with hundreds of nonprofits each year and is committed to helping them solve their most intractable problems. His industry-specific thought leadership has been featured in Advancing Philanthropy, The Chronicle of Philanthropy, the Institute of Fundraising (UK), and dozens of keynote presentations, blogs, webinars, workshops, and podcasts.

With 20+ years of experience in annual funds, major gifts, planned giving, and capital campaigns, he is one of the most sought-after trainers and speakers in the nonprofit sector. As the head of fundraising for various nonprofits, he's personally raised more than $100M including several seven and eight-figure gifts.  As a board member, has extensive experience with governance, audits, and budgets.  As a coach and consultant, he's led organizations to scale their revenue growth and build stronger teams. He's led several successful multi-million dollar capital campaigns and worked with a wide variety of nonprofits including the arts, human services, faith-based, and education. The nonprofits he works with design strategies that give them back time and develop predictable success.   

Cherian lives in Iowa with his wife and 2.3 kids and their little dog too. 

What Attendees Said about This Nonprofit Webinar for Nonprofit Professionals:

“I also appreciate receiving different perspectives with respect to fundraising. Case studies, example language, etc.”

Nicole Jones, Girls First

“This webinar provided specific real-life examples that can be used immediately.”

Gwen Griffin, Old World Foundation

“Cherian was very helpful and provided great examples.”

Lee Anderson Louy, North FL Land Trust

“I appreciate the examples given in the webinar. Always helpful to see a different way we can put the information provided into practice.”

Amy Sajko, International Association of Administrative Professionals

“Cherian was incredibly knowledgeable, engaging, and relevant. He gave suggestions that were scalable and provided both current statistics on giving/giving trends, as well as actual examples from clients he's worked for/with. Super helpful webinar! Thank you.”

Sarah Augustson, Covenant Harbor

“As a new fundraiser, I found this webinar on end-of-year giving extremely helpful. It spurred lots of ideas and offered valuable concrete tools to strengthen our end-of-year strategy.”

Paul Hogan, Set Path

“I've been doing end-of-year annual appeals for many years, and yet there is always something new to learn and try. This webinar was full of great ideas to implement now and in the future.”

Linnea Ronnegard, Prince William Sound Science Center

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