Why Year-End Personalization Is Exhausting, and How to Fix It

Year-end is when personalization matters most – and when your team has the least amount of time to execute it. Donors expect outreach that reflects who they are and what they’ve given, but limited resources and disconnected systems often cause handcrafted approaches to break right when the stakes are highest.

Join us for a one-hour interactive session to learn how leading fundraising teams build scalable personalization that runs seamlessly, drives higher donor retention, and generates real revenue growth.

What You’ll Learn

• Prioritize key donors: Identify the donors most likely to give this season and focus your efforts where they matter most.
• Smart segmentation: Select fewer, smarter donor segments rather than spreading your team too thin.
• Multi-channel synergy: Pair direct mail with personalized video so your outreach channels reinforce one another.
• Repeatable framework: Develop a year-end plan (identify, assign, choose channel, schedule, measure) that you can reuse year after year.
• Proven campaign results: Hear real-world case studies from organizations like the Musical Instrument Museum and Baptist Health.