Making Year-End Fundraising Decisions with Clarity

How to prioritize the right donors, choose the right next step, and build a more intentional year-end fundraising strategy.

Year-end fundraising comes with no shortage of expectations — and usually not enough time or resources to do everything.

So instead of asking, How do we do more? what if you started with a different question: Who deserves our attention first?

In this on-demand webinar, we walk through five practical plays to help fundraising teams make smarter decisions about who to prioritize, when to solicit, when to steward, and how to coordinate outreach across channels.

You’ll see real examples from fundraising teams that are challenging long-held assumptions, using donor behavior to make better decisions, and creating more connected experiences across direct mail, personalized video, digital outreach, and frontline fundraising.

Watch to learn how to:

• Prioritize by readiness, not just capacity — and use giving history, engagement, and predictive insights to identify who is most likely to respond.
• Steward before you solicit by recognizing when a meaningful thank-you may be more valuable than another year-end ask.
• Personalize beyond a donor’s name by matching the message and channel to what your audience actually responds to.
• Get your channels working together so direct mail, video, digital, and frontline outreach build on the same understanding of the donor.
• Keep the momentum going after December 31 with intentional stewardship that turns a year-end gift into the beginning of the next donor relationship.

Along the way, hear how organizations like the Musical Instrument Museum, New Mexico State University Foundation, West Chester University Foundation, The Citadel Foundation, and SAIT are putting these ideas into practice — including one team that used predictive modeling to rethink its traditional appeal strategy and saw a 94% increase in revenue.

Whether your year-end calendar is still taking shape or already set, you don’t need to overhaul your entire strategy. Start with one audience, one campaign, or one touchpoint — and make the next decision with greater clarity.