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 write a year-end donation letter? ›

5 Best Practices for Year-End Giving Letters
  1. Tell a Story. The story your organization tells should focus how you're helping people and making change in the world, not only on how much you need money. ...
  2. Use a Clear Call-to-Action. ...
  3. Focus on the Donor. ...
  4. Segment Your Donors. ...
  5. Say Thanks.
Oct 26, 2020

How do you write a persuasive fundraising letter? ›

Explain your mission and outline your goal.

Explain your need and how it fits into your overall mission. Your readers should understand how their donations will be used and who will benefit from them. Make sure to clearly explain the impact of the donor's gift and how it will make a difference.

What is the year-end 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.

How do I write a letter asking for donations? ›

How to Write a Donation Request Letter
  1. Your nonprofit's mission statement.
  2. Your monetary goal and what you'll use it for.
  3. Your organization's latest accomplishments.
  4. Your offered benefits for donating money or goods to your cause.
  5. Your acknowledgment of the recipient's past history of support.
Mar 1, 2024

How do you write a year end donation summary? ›

The 5 magic pieces of information your annual contribution summary must have:
  1. Your organization's name.
  2. The donor's name.
  3. The date(s) of contribution(s)
  4. The amount(s) of contribution(s) ...
  5. A statement explaining whether or not your organization provided any goods or services in exchange for these gifts.

What is a good donation message? ›

Donate to [cause] at [link] and help us [description of where donation will go]. Together, we can make a difference in the lives of those in need. I'm raising funds for [organization] because [personal story]. [Cause] means a lot to me, and so would your donation.

What is a year end donation letter for a nonprofit? ›

Make your year-end appeal letter stand out by being highly personalized to them as an individual. Tailor your fundraising letter to your donors as much as you can. Write slightly different letters for your major donors and new donors, reflecting their time with you and the relationship you have.

What makes a good fundraising appeal letter? ›

When it comes to writing fundraising appeal letters, there are 5 must-dos you should keep in mind. Remember to be friendly, get to know your audience, engage your readers, show impact through storytelling, and make the ask.

How do you write a compelling story for fundraising? ›

The best fundraising stories are the ones that connect with people on a personal level. Share a story about someone who has been helped by your organization or about how your work has made a difference in your community. Be specific. Don't just tell people that your organization is helping people.

How long should a fundraising letter be? ›

The length should be ideally between two pages and four pages. But studies show that long fundraising letters outperform the shorter ones! So don't be afraid to let your letter go a little longer – just be sure your content is interesting, engaging, and not repetitive. If you don't have a lot to say, keep it short.

How do I write an annual fund appeal? ›

Keep in mind some of these strategies you can use in your appeal to connect with readers on a personal level:
  1. Address them by name. ...
  2. Thank them for past giving. ...
  3. Reference their history with your nonprofit. ...
  4. Emphasize how they (specifically) can make a difference. ...
  5. Keep your language familiar.
Apr 2, 2021

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

Key Appeal Elements
  • The problem you're addressing – make it seem real and relevant to the prospective donor.
  • The solution you're proposing to address the problem – with your donor's help.
  • Specifically, how they can help – the purpose and amount of the gift you're requesting.

How do you write a good annual appeal letter? ›

Your letter should appeal to donors on an emotional level, whether by telling a story about a community member who they helped with their donations or by sharing what they can help you accomplish by making another donation. Does your letter include a clear call to action and ways to donate?

How do you write a successful appeal? ›

Content and Tone
  1. Opening Statement. The first sentence or two should state the purpose of the letter clearly. ...
  2. Be Factual. Include factual detail but avoid dramatizing the situation. ...
  3. Be Specific. ...
  4. Documentation. ...
  5. Stick to the Point. ...
  6. Do Not Try to Manipulate the Reader. ...
  7. How to Talk About Feelings. ...
  8. Be Brief.

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