Tag: FYE

Why Fundraising at Fiscal Year-End Will Work for You

Steven  |  Ask
Fiscal year-end.

I want to talk to you about fundraising for “Fiscal year-end” – why it works and how to do it for your organization.

I’m focusing on this because fundraising for “fiscal year-end” works great. And we want you to raise more money and do more good. If you’re not using this fundraising opportunity, you should be.

It Doesn’t Make Sense…

The first thing to say is that no one believes that fiscal year-end fundraising will work for their organization. No one.

And that’s reasonable! After all, what donor is thinking about when your fiscal year is, and what happens at the end of it?

On the surface, who would think that an appeal about the end of your budgeting cycle would motivate a donor to give? It’s entirely organizational-centric, and apparently not donor-centric at all. But…

…It Just Works

Fundraising for fiscal year-end (FYE) works great for our clients (and lots of other organizations) year after year.

The FYE appeal letter is usually one of the best-performing letters of the year. The emails usually perform second-best behind only the December year-end emails.

I’m telling you this because, if your organization’s fiscal year ends June 30th, you have a great fundraising opportunity that – most likely – you’re not taking full advantage of.

This the proverbial low-hanging fruit for you. And we’re going to show you how to grab it.

Why It Works

If we dig a little deeper, we see why FYE fundraising works so well:

  1. There’s a simple, powerful problem the donor can help solve. Every one of us has had the problem of being ‘a little short’ at the end of a month. That means your donor understands and can feel the problem on her own. That right there makes her more likely to respond.
  2. There’s a clear deadline. We know from experience (year-end fundraising, anybody?) that having a clear deadline is magic for motivating donors to take action.

A lot of people will read those two things and think, “Really? That’s it? That’s too simple.”

I know. I think the same thing.

But it works like crazy every year! The power of a deadline and a simple, solvable problem work again and again and again.

We recommend this to every client whose fiscal year ends on June 30th or September 30th.

Our Goal

It’s a simple goal. If your fiscal year ends on June 30th, our goal is for you to fundraise for it and use the tips and tactics we’re sharing. If you follow our time-tested advice, we know you’ll be surprised by how much money you can raise!

This post was originally published on April 30, 2018.

EASY year-end emails that raise a ton of money

Steven  |  Videos
Year-end emails video still

Last year I came up with a way to make it easier than ever to raise more money with your year-end emails.

It’s a super-easy template you can follow. Your emails will take less time to create AND you’ll raise more money!

easy year end emails video still

And I know it’s July at the moment – but we focus a ton on year-end fundraising around here.

(By the way, all that focus is paying off; last year every one of our clients raised more money at year-end than the year before. That’s a great deal higher than the national average.)

We’ve noticed that the most successful fundraising organizations start creating their year-end fundraising earlier than they need to. They know things will get busy in November and December, and they know their year-end fundraising pieces are the most important pieces they send all year.

So they start early – and you can too. And watch this 7-minute video (and bookmark it!) to save yourself a bunch of time this year-end!

How to Use the Mail to Raise Money at Fiscal Year-End

Steven  |  Ask

We’re teaching and blogging this month on how to raise money at Fiscal Year-End.

First we wrote about why it works so well. Then we gave you a sample Fiscal Year-End letter and told you how to write the letter.

Today we’re going to show you exactly what to do in the mail to raise money at Fiscal Year-End. It’s pretty simple:

  • Send the letter to your donors around June 1. There’s no magic to that date. You can send it a little earlier or a little later. But that’s about the sweet spot to A) be close enough to the end of June for it to make sense to donors, and to B) give your donors enough time to respond.
  • Send the letter to all donors who have given a gift in the last 24 months. If you mail your donors often, say eight times per year or more, you probably should only send the letter to donors who have given a gift in the last 12 or 18 months. But for most organizations, mailing to all donors who have given in the last 2 years/24 months is worth it. Do not mail this letter to non-donors or to volunteers.
  • Send the letter with first-class postage to Major donors, and non-profit postage to all other donors. Using first-class postage to your major donors costs more, but it also increases the chances that they will open the letter. It’s worth it!

We’ll talk about what to do online later this month. (You’ll have more time to get ready for that!)

Our Goal This Month

It’s a simple goal. If your fiscal year ends on June 30th, our goal is for you to fundraise for it and use the tips and tactics we share this month. If you follow our time-tested advice, we know you’ll be surprised by how much money you can raise!

So follow along this month. If you haven’t already, sign up to receive our blog in your inbox. We’ll walk you through how to create a great fiscal year-end campaign – one that you can use every year to raise money in June!

SAMPLE Fiscal Year-End Fundraising Letter

Steven  |  Ask

There is a model that works really, really well for fiscal year-end letters; I’m going to share it with you. You should follow it because you’ll raise more money than you expect.

Remember: no one thinks fiscal year-end fundraising is going to work, but it works like crazy.

So if your fiscal year ends June 30th or September 30th, keep reading. If not, you can click away and go do something to delight your donors. 🙂

Today I’m going to share a letter that successfully raised a ton of money for one of our clients. They raised so much more than they were expecting that they want other organizations to be able to do the same thing.

I recommend you do three things: copy this letter, customize it for your organization, then send it to your donors on or before June 1st.

  1. What you want to do is copy the approach: the directness, the focus on the deadline, the short sentences and paragraphs. You can copy some of the phrases. Even the formatting. Copy all that.
  2. But customize your letter to be about meeting the need your organization exists to serve. Think of it like Mad-Libs: where this letter talks about what the donor’s gift will do, customize it to talk about what a donor’s gift to your organization will accomplish.
  3. Then mail it to your donors on or before June 1st. You want to give them a couple weeks to get back to you. Only send it to donors who have given a gift in the last 24 months. (We’ll talk about how to use email in a post later this month.)

Here’s the letter. You can click on the images to download the PDFs.

Fiscal year-end letter sample.


My Fiscal Year-End gift.

Our Goal This Month

It’s a simple goal. If your fiscal year ends on June 30th, our goal is for you to fundraise for it and use the tips and tactics we share this month. If you follow our time-tested advice, we know you’ll be surprised by how much money you can raise!

So follow along this month. If you haven’t already, sign up to receive our blog in your inbox. We’ll walk you through how to create a great fiscal year-end campaign – one that you can use every year!

Fundraising at Fiscal Year-End: Why you should do it, and why it works

Steven  |  Ask
Fiscal year-end.

We’re blogging this month about fundraising for “Fiscal year-end” – why it works and how to do it for your organization.

We’re focusing on this because fundraising for “fiscal year-end” works great. And we want you to raise more money and do more good. If you’re not doing it, you should be.

It Doesn’t Make Sense…

The first thing to say is that no one believes that fiscal year-end fundraising will work for their organization. No one.

And that’s reasonable! After all, what donor is thinking about when your fiscal year is, and what happens at the end of it?

On the surface, who would think that an appeal about the end of your budgeting cycle would motivate a donor to give? It’s entirely organizational-centric, and apparently not donor-centric at all. But…

…It Just Works

Fundraising for fiscal year-end (FYE) works great for our clients (and lots of other organizations) year after year.

The FYE appeal letter is usually one of the best-performing letters of the year. The emails are usually the second-best performing emails of the year (behind only the December year-end emails).

I’m telling you this because, if your organization’s fiscal year ends June 30th, you have a great fundraising opportunity that – most likely – you’re not taking full advantage of.

This the proverbial low-hanging fruit for you. And we’re going to show you how to grab it.

Why It Works

If we dig a little deeper, we see why FYE fundraising works so well:

  1. There’s a simple, powerful problem the donor can help solve. Every one of us has had the problem of being ‘a little short’ at the end of a month. That means your donor understands and can feel the problem on her own. That right there makes her more likely to respond.
  2. There’s a clear deadline. We know from experience (year-end fundraising, anybody?) that having a clear deadline is magic for motivating donors to take action.

A lot of people will read those two things and think, “Really? That’s it? That’s too simple.”

I know. I think the same thing.

But it works like crazy every year! The power of a deadline and a simple, solvable problem work again and again and again.

We recommend this to every client whose fiscal year ends on June 30th or September 30th.

Our Goal This Month

It’s a simple goal. If your fiscal year ends on June 30th, our goal is for you to fundraise for it and use the tips and tactics we share this month. If you follow our time-tested advice, we know you’ll be surprised by how much money you can raise!

So follow along this month. If you haven’t already, sign up to receive our blog in your inbox. We’ll walk you through how to create a great fiscal year-end campaign – one that you can use every year!