“I signed up for the whole year of Basics & More classes in 2016, after joining the Board of a national non-profit. Since then, we have:
- Established a policy of hand addressing envelopes and hand-writing notes to our current (last 12 months) donors at each Board meeting;
- Established a policy of having Board members hand-write thank-you notes to all donors;
- Established a policy of phoning donors who give $250 or more, including sustaining donors on the anniversary of their gift;
- Created a Fundraising Plan;
- Segmented our donor database into six categories;
- Creating a Planned Giving plan and launched our campaign;
- Created a Case for Support (one of the most challenging assignments);
- Made our fundraising letters donor-centric and used storytelling as a model;
- Designed a series of end-of-year solicitations, starting with the fall fundraising letter and continuing through a series of seven emails, including one that is our annual ‘thank you’ (done as a limerick this year).
This was a lot to learn! I can say that we went from running a deficit for a several year period before I joined the Board, to having an additional $40,000 in our investment account, basically in a two and a half year period.”
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