Year-End Giving Toolkit

Having trouble deciding how to motivate your donors to make their year-end gifts this year?

We’ve taken the hard work of checking legal language and composing the body of the letter off your plate. So you have full control of the style, the way your organization and its mission are described, and the exact form of each piece – with none of the distraction, time commitment, or stress.

Neither your old "Give by year-end because we need the money" or last year’s "How to give after the bottom fell out" letter will work for 2010. But you don’t want to guarantee your own failure by not sending anything at all, because this year every gift will count.

• If you hired a professional to state your case from scratch, you could easily spend over $500 for a letter, plus additional fees for a brochure, article, and postcard.
• If you struggled to do it all yourself, you’d spend many hours away from your priorities — talking with your donors and raising funds.
• Or maybe you’ll never get around to it until next year.

Don’t procrastinate.

You can get the whole package — letter, postcard, brochure and article — for one low price of $625.

We can help you save money, save your sanity and reach your donors in clear, compelling language.

Use this complete year-end kit from PlannedGiving.Com.

The kit contains four customizable pieces you can send on your own stationary or integrate into your organization’s design format:

Item 2010: 2010 Year-End Appeal Letter (325 words)

This compelling solicitation letter focuses strategically on the assets that make up 95% of the wealth in the country, the assets donors can give without reaching for their checkbooks or affecting their cash flow. It encourages donors to support your organization by year-end, giving clear reasons why larger gifts in 2010 make sense for them (due to attractive financial benefits this year as well as potentially unattractive tax changes for 2011), as well as for your organization.

Item 3103: Why, What, How, and When (695 words)

A straight-talking brochure that gives your donors the most important facts about year-end planning and giving. This donor-centered piece is written with their questions in mind, methodically guiding them through the Why, What, How and When of year-end giving. Include this with your year-end mailing, or reserve it for donors who ask for more information.

Item 6001: Time for a Year-End Review? (110 words)

Postcards maximize direct mail readership. This high-impact copy gets your point across clearly and concisely to reinforce your year-end message.

Item 3014: Smart Planning = Wise Giving (955 words)

Use this either as your second brochure (if you include the Why, What, How and When brochure in your mailing) or as an article or ad in your year-end organizational or development newsletter. This piece clearly conveys to your donors the features and benefits of giving cash verses appreciated property. It also explains the basic tax advantages they can receive.

Since this second article or brochure is more detailed than the first, it covers five types of assets that your donor can use to make a gift, describing each concisely and explaining the benefits of each. This brochure also includes a brief explanation of scheduling issues for the various types of gifts so donors won’t miss the close of the tax year deadline.

The Year-End Kit from PlannedGiving.Com makes it easy.

We’ve taken the hard work of checking legal language and composing the body of the letter off your plate. So you have full control of the style, the way your organization and its mission are described, and the exact form of each piece — with none of the distraction, time commitment, or stress.

This package of essential marketing pieces is your fundraising success story waiting to happen.