2023 Year-End Engagement Plan (Gearing Up) is Live
Part 2 of your 2023 Year-End Engagement Plan series is now live in your Donor management software!
To access this Engagement Plan, please click on the green banner found on your Donor Management Dashboard.
As a reminder, this Engagement Plan will be released in four parts over the course of the next two months:
Year-End Engagement Plan | When will it be available in my fundraising software. | Recommended dates to send out these communications. |
Part 1- Gearing Up | Oct 16 – Nov 2 | Nov 1 – Nov 25 |
Part 2- Giving Tuesday | Nov 3 – Nov 30 | Nov 26 – Dec 4 |
Part 3- Early to Mid-December | Dec 1 – Dec 14 | Dec 6 – Dec 22 |
Part 4- Year-End | Dec 15 – Dec 31 | Dec 23 – Dec 31 |
Each part of the plan will be available to download as a list of tasks for a specific period of time, and has been designed to be sent out during a particular timeframe.
The download will include a variety of communication templates and tasks that you'll be able to work on in Donor Management, to best prepare yourself for your year-end fundraising.