The 2nd Time Around: Raising Additional Support, Engaging Existing Supporters, Building Church Partnerships, and Engaging Lapsed Supporters

Several years back I did a blog post on Pre-Itineration for anyone who was about to come off of a ministry assignment into a new season of support raising. I get questions all of the time as to where to start if you have existing support and are coming into a season of raising additional support. Usually additional questions follow, such as:

  • How much time should I spend on engaging existing supporters and asking for increases?
  • How much time reaching out to pastors and churches is appropriate?
  • How should I reach out to pastors and churches?
  • What do I say to those who have supported me when I come home? What’s the best way to communicate with them?
  • What should my newsletter reflect?
  • Where do I start again?!?!

To expound on the old blog post, I wanted to create something particularly helpful for a worker who has raised a full budget and is coming home from being overseas to raise additional support. However, this post isn’t only for the overseas worker, and there of course can be multiple reasons for raising more support. Whatever the case it is for you, I think you will find this blog post helpful to think through your strategy or at least for tucking away for when it’s you find yourself in this situation.

To communicate some ideas on the subject, I chatted with two AMAZING overseas workers (thank you so much to both of you!!!) who have recently come back to the States to raise additional support. First, we will start with my friend Emily* (yup — named changed for security). She has lived overseas on assignment for multiple years and recently came back to raise support as a career worker. When she came back to the States she knew she had an increased budget and that she would like to return to country as soon as possible. I asked Emily some questions about her overall strategy such as where did she begin and what did she specifically do? Keep in mind, within our organization Emily is allowed and encouraged to ask a lot of churches in our denomination, and her answers reflect that ability. Below are her responses.

Question 1: Emily, where did you start with your support raising as you made the transition from first term to second?

“I will give you the whole timeline! Just a note, A and B are where I started with the initial announcement to my supporters of what was next as far as my assignment goes, but it was really what I did later on the bore the most fruit. 

A: About six months before the end of my ministry term, I started by reaching out to my District Director (our denomination gathering of sectional / local churches) to let him know I was returning to the States soon. I did this specifically to ask him if I could begin getting on calendars of churches before my official approval as a worker going from associate to fully appointed. Every district is different, and he gave me the green light to start calling those I had relationship with to get on their calendars for services and to inform them of my transition. 

B. I sent out two emails initially. One to churches partnering with me and another to individuals currently partnering with me. I informed them of my next steps without getting too detailed about things that would confuse them–and focused on the fact that my budget was increasing. I thanked them for their faithful partnership. I asked them to consider increasing or even doubling their partnership. (Some fruit came from this -those who wanted to increase, did).

C. THIS was super fruitful: I posted a social request asking people to connect me with their pastors. I had a lot of response from this! I made sure to cast vision that they were multiplying my effectiveness by getting me into their churches. (I have attached this post)

D. I did several Facebook Lives leading up to Giving Tuesday. What was effective from this, was that is seemed to make people want me to speak at their church. I didn’t get a lot of gifts but got a lot of invitations which then led to pledges.

E. Sent Pastor Packet > Follow up call > Follow up email> Repeat. This can seem so extremely monotonous and time consuming…BUT

  • I sent out packets with a case document, prayer card, and a handwritten note. I included in the correspondence that I would be calling them soon.
  • I diligently called through my district twice.
  • I emailed every pastor I could find an email address for directly following the phone call/message. 

That three point of communication was a winner for me. I had conversations with many people, not on the initial phone call (leaving the message is what is valuable there if they don’t pick up, so you can even do this on weekends), but usually on follow-up. On each mode of communication, I mentioned the others (I’ll be following up next week with a call … ) to let them know I was planning on a conversation and not just sending them information. 

F. OK, the magic here for this last one was connecting with pastors at District Council towards the end of my itineration journey getting my final percentages. I walked into general council at 85%. I emailed our District Director to ask him if they could highlight me on stage and finish me up (you never know unless you ask!) and he gave me a two-minute window that got me in front of everyone I had been having conversations with. This led to the final commitments I needed and many conversations. I believe District Council (again, our denomination gathering of sectional / local churches), if done well and preferably later in your itineration journey, can be very effective. THIS was when I looked back at all my calls, emails and mail-outs and really saw that they had been fruitful and worth the time because everyone in that room knew who I was from previous communication–even if I hadn’t heard from them. 

Question 2: Emily, what did you focus your time on and how?

I spent the majority of my time making phone calls, emailing, and keeping up records (an ongoing spreadsheet of communication), and this will come as a surprise, but also writing thank-you cards, even when people said no.  Those phone calls, emails, records and thank-you cards took the most time. However, it was also the most fruitful times as those phone calls and email led to appointments and services, which led to partnership. 

A phone call tip: If you have a reference, use it! Ask your District Director if you can use their name. Something I routinely started with was “Pastor ____ told me to reach out to you as I itinerate”. It may sound pushy but it just lets them know that someone they respect is pulling for you and they should too. 

Below are some screen shots of posts and copy I have referenced! – Emily

I also made this and used it recently in an email. I modeled it after an update another worker couple I admire recently did.

Okay, that’s Emily’s wonderful strategy! The second worker couple I’d like to highlight are the Smiths. They are currently raising support for a longer assignment as career workers and have developed some excellent materials to give to pastors and individuals I’d like to highlight.

First, I’d like to highlight the Smith’s pastor packets. The Smiths are emailing these to pastors whom they have not met with a handwritten note that says they would love to connect with them and will be calling within the week. Notice the packet information is several pages long as opposed to a shorter Case Document. (Case Documents are also super effective – but a longer version could be helpful in some circumstances like this!) Here’s a few snapshots of the packets.

The Smiths are taking this same packet and tailoring it for individuals (which by the way is such a cool idea!). They have made changes to the packet that include the levels of giving chart below (instead of full budget details that are given in the pastor / church packet). They have also changed the individual packet to include individual friendly language and change the size to be a mini packet.

Included with the mini packet is a handwritten card. (see below)

I hope these ideas help as you begin to craft your strategy for entering into a new season of support raising! For other ideas on how to get started: check out this post I mentioned in the beginning. Have any great ideas that have worked for you? Share them in the comments!

6 Things To Consider In 2023

Happy 2023 everyone! Guys, I love January. There’s nothing like a fresh start. Did anyone out there do New Years resolutions or spend some of the last few weeks goal setting? I personally love taking time in the new year to look over my vision statement and goal set for the year. If you did, I would challenge you to find something to add to those goals as it relates to partnership development. Novel idea right?! If you are in full time ministry and live off of support, working on your financial partnership development is a VITAL part of your life. How you view it and treat it are fundamental to your success and longevity as a minister.

That being said, are you slipping into any bad habits? Is your communication strong with your partnership base, or has it slipped to the dusty corners of your to-do wishlist? When was the last time you wrote a newsletter? When was the last time you reached out to an old friend or prayed for them just because? Could you do anything new to stand out? Try something new? Could your vision statement or your print pieces use a little refinement? How’s your attitude as it concerns raising support? Do you love and nurture your support team or tend to neglect involving them in your ministry?

My intention is not to overwhelm you if you have slipped into a few bad habits, but maybe adopting a few of these small changes (or coming up with ideas of your own) could make 2023 and beyond easier and more enjoyable as it relates to ministry and your partnership development. Here are a few ideas to consider:

1. In 2023, PERSONALLY connect with everyone on your partnership team on a quarterly basis. 

Consider bumping up your communications with your partnership team. Perhaps create a goal to reach out directly to every partner (churches and individuals) on a quarterly basis. Here are some ways to consider reaching out:

  • Direct Message on your social media app of choice
  • Emails
  • Short video from your phone
  • Text message or WhatsApp
  • postcard
  • Written letters

Reaching out to a supporter personally doesn’t have to be lengthy to be effective. Some ideas:

  • Just say hi. Let them know you were thinking of them
  • Ask how they are doing and how you can pray for them
  • Share a podcast or a sermon if they come to mind
  • Share a verse you love and are studying
  • Say happy birthday
  • text a picture of a ministry event with a quick thank you.

These little habits of regular communication make a big difference!

Here’s an idea, if you’ve never sent postcards from your city or country maybe 2023 is the time to do it! Chunk your list and make a goal of sending 10-20 postcards out a month.

2. In 2023, learn how to close your appointments well and do great follow up to make your life easier.

Here’s a blog post to help with that.

3. In 2023, refine your public speaking skills.

Are you going to be doing a lot of public speaking while on itineration? Mark it as a chance to develop or refine your skills by studying the subject and applying a few new tips. Here’s a short list of some quick reads on the subject:

4. In 2023, be bold.

“As you ask remember that you are asking on behalf of the lost, so with that in mind BE BOLD, and walk forward in faith. It’s not for you but for His glory. Don’t let rejections stop or discourage you…because ultimately it is all for the lost. It will come in from a different source! Keep praying, fasting, and sabbath-ing throughout it all!” – Anonymous Overseas Worker

4. In 2023, keep the sabbath.

Dunno who needs to hear this but — keep that sabbath day holy! Okay? Okay.

5. In 2023, refine your vision statement.

Knowing who you are, how you were called, and what you want to do in ministry is important, right? Right.

“A mission statement is not something you write overnight… But fundamentally, your mission statement becomes your constitution, the solid expression of your vision and values. It becomes the criterion by which you measure everything else in your life.”  Stephen Covey

We know mission statements are important, but it can be challenging to find the time and energy to sit down and refine one’s mission statement. I would argue though, taking that time to blow the dust off of your mission statement (whether that’s a personal or a team missions statement) is crucial to success.

“People are working harder than ever, but because they lack clarity and vision, they aren’t getting very far. They, in essence, are pushing a rope with all of their might.”  Stephen Covey

Even businesses struggle to maintain their vision statements, and recent research has showed that over half of employees (52%) cannot recite their business’s vision. All the while, a recent report shows that “sense of purpose” in work is the second most important criteria for millennials considering a job. Interesting.

If you want more information on vision statements and why they are so important to success, I’d recommend picking up a copy of 7 Habits of Highly Effective People. (Personally it is one of my favorite books EVER and goes in depth on the subject.)

6. In 2023, rebrand.

Have you been thinking for awhile it’s time to take your “brand” to the next level? Maybe it’s reordering new prayer cards that feature your newest child, or taking your Case Document and Connect Cards to the next level. Or maybe it’s thinking through a new newsletter template or features that align with your Facebook Group posts and website.

I’d say anything you can do to stand out, look professional, and raise the bar with quality communication and materials really does make a difference! Make 2023 the year to do it! The picture below is an example of a packet given to pastors that really stands out. Notice the fancy envelope and the beautiful graphics.

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I hope these help spark some ideas for you! Happy 2023! -JF

Sample Text for Follow Up

Yesterday I was working with a guy I coach on crafting the perfect text for follow up. As we worked together, Erik of Take The Hill commented that “this is art!” I definitely laughed as we were putting a lot of time into the perfect text, but he has a point, it’s absolutely art! Crafting the perfect text for follow up after someone has verbally committed to support can be a real challenge, am I right?!

Thus, with Erik’s permission I’d like to share with you the sample text we came up with. (Thanks Erik!) Before I do, a few things to mention:

  1. When we wrote this we were specifically thinking of partners that Erik had already reached out to for follow up. Essentially, Erik had face to face appointments with each of the recipients within the last month or two, and followed up with each after to get the partner to start their giving. However, for whatever reason the partner had not responded / was dragging their feet getting the commitment in. I believe that in most cases, if a financial partner says they are going to give, they most likely will, it’s just a matter of communicating effectively and time.
  2. That being said, this text is not an example for the first follow up bid, but more like the 2nd or 3rd.
  3. The text assumes that the financial partner has said a definite yes to partnership. At the end you will want to change the wording for those who were a little unsure during an appointment.
  4. This is not an ask for someone you have not met with personally and made an ask to! It may go without saying, but just in case: texting in general should not be used for an ask for monthly partnership – that’s reserved for face to face (or Zoom if you have to) appointments.
  5. This text is a great example of creating what I call a “short percentage goal” as outlined in this blog post. To distill that blog post quickly – a short percentage goal provides the new financial partner of a goal that is a few weeks away, creating a sense of timing and communicates that you will benefit by having them turn in their commitment soon. Essentially, a potential financial partner does not know that turning in their gift sooner rather than later greatly benefits you unless you tell them. A good time to do that is during the appointment close, and this text reinforces it.

Okay, with no further ado – here’s the sample text for you to help craft your own:

Hey X, just checking in. As we approach the end of the month I’m trying to dot my I’s and cross my T’s. If everyone who’s verbally committed will complete the giving process or pledge — we’ll be at 50% by November 1, which would be a HUGE win for X ministry!

(the paragraph below maybe separate text or separate paragraph)

Just for reference, here’s the link if needed (include link). If you can, it would be so helpful to us to fill it out. If you’re not able to right now, no worries, just let us(me) know if you can what you’re thinking. Either way, we(I) love you (guys) and we(I) are(am) honored to have you on our(my) team ((or we’d love to have you on our team— if not sure of their commitment).

BONUS! If this is the 2nd or 3rd bid, what do you do if they don’t respond to this text? Well, in that case you would still have room to circle back around to the subject. Let’s suggest we try texting again 2-4 weeks later with something like the following (this will be a little dependent on how your organization does giving – but you can fill in the blanks):

Hey X. Dunno if you saw my text a couple of weeks ago? I’ll try and call you soon if that works better. Are you all still wanting to give monthly? I am currently at 75% and am excited to get to 100% quickly – aiming for the first of the year. If you’re still wanting to give, but don’t want to start your giving until I get to 100%, that’s absolutely fine! Just let me know if I can go ahead and fill out a pledge form on your behalf – that will help me get that percentage closer to 100% – and I’ll let you know when to start. If you want to start now – that’s great too! Either way, if you can, let me know what you are thinking. Sorry to bog you down with a request – I know life is busy! Hope you and X are doing great. Let me know if you have any questions!

I hope this helps! Searching for more thoughts on wielding texting in the support raising process? You can find more here.

Support Raising Stand Out: Try Video Messaging

Standing out amongst a crowd is a good thing when it comes to support raising. Many ministry workers I talk to are continually looking for impactful ways to make themselves memorable. One great way to stand out is by making a strong first impression with well written and branded communication pieces. However, many ministry workers become frustrated with the lack of response they receive from their carefully crafted communication pieces, wondering where they might have gone wrong with only fractions of pastors and individuals responding to written pieces such as newsletters, emails, and texts.

I think I have a fun suggestion to solve for X.

Recently I got into a conversation with a worker that I coach (let’s call her Kate), and she mentioned she started video messaging pastors and individuals instead of using standard emails (she also substitutes video messages for texts, and some phone calls).

After she mentioned this I did what any good coach would do, and reverted to a classic coaching phrase “Say more about that“, (…honestly I was a little worried she was going way too far off the beaten path in her communication) and she began to explain how she had been using video messaging instead of using boring ole emails. To quote Kate:

I’m a X (omitted for security purposes) district ministry worker with Assemblies, and no one really knows who I am because I’ve never been in full time ministry before. My hope is that sending a video first to pastors puts a face to the name. Having something outside of the box helps and shows that, hey! I’m a human!”

To get specific, Kate is using a video messaging service called Bombbomb.com. BombBomb’s tagline boasts “Get more replies, save valuable time, and add a human touch with BombBomb video email and video messages.” Think about it: Have you have sent correspondence to a pastor/church or individual only to hear nothing back? Have you felt bombarded by emails and quickly skim or don’t even read many of your emails? Have you sent text messages out that read like books (tl;dr = too long don’t read) that haven’t gotten desired responses?

So why does video messaging work? Well, the thing that makes BombBomb so effective is that it embeds the video message with a gif-like link in the body of the email (you can also send these out as text messages!). It moves and shakes and gets readers attention instead of just having bland words in an email. The other thing that makes it so effective is that the video is personalized to the person. For instance, in Kate’s video to me there was a banner of Valentine’s Day (I got this in early February, they rotate the banners based on holidays, seasons, and preferences) and Kate brilliantly held up a personalize sign of my name that became the thumbnail / gif of the video. It made me instantly want to watch it and find out what she had to say TO ME. Not only that, I knew immediately from the banner that it was a 43 second video (you never want to make videos long!) so I knew it was going to be taking too much of my time. Here’s a screen shot of the email (some details omitted for security purposes):

So how did this experiment in video messaging work out for Kate’s support raising? Well, as Kate began sending this videos out to pastors that she had never met before, she started getting instant responses. With BombBomb, you can ask the recipient to record their own video back or respond to the email – which gives them a fun and/or a quick easy way to respond.

Interested? Here are creative some ways you could use a video messaging service such as BombBomb to stand out in your support raising:

  1. Emailing pastors / churches / missions boards instead of sending emails for an introduction
  2. Texting individuals and groups reminders for events
  3. Texting individuals, groups, pastors, or businesses for personalized communication
  4. Newsletters
  5. Follow up from a connect card
  6. As a thank you for someone beginning their support
  7. Quick prayer updates to supporters
  8. Saying a personalized “hi” to supporters while on the field
  9. There are probably a lot more that you can think of!

** Just a quick side-bar here: I don’t believe texting or emailing for face to face appointments with individuals should replace the phone call and this post is not about condoning that. However, if you are reaching out to individuals and numerous churches or businesses this idea could be perfect for you to help communicate in some of the ways above.

Kate has decided after trying BombBomb.com for free that she is gladly going to pay for the BombBomb Plus program (FYI there is a free option for Non-Profits!). She is going to switch her actual newsletters over from e-newsletters on Mailchimp to video newsletters via BombBomb (with BombBomb Plus you can send videos out to multiple people at a time). What a fresh take on a newsletter! Kate is also using BombBomb to follow up with groups.

Here’s Kate sharing some details on follow up with groups:

I shared at a (church) service yesterday! I’m putting all those individuals I talked with or gave me back connect cards in a group on BombBomb. Today or tomorrow, I’ll send that group a BombBomb campaign video email and say thank you, welcome to the journey, here’s what to expect now, and here’s monthly giving info, etc. I’m trying to find new ways to incorporate BombBomb in follow up tasks.”

What do you think? I think it’s BRILLIANT. Thinking outside of the box and standing out is becoming more and more important to the workers I coach, and I love that this is a unique and easy way to do that. Also, side note = bombbomb.com services are free for non-profits!

Have you tried video messaging? What are some ways you are thinking outside the box? What are some ways you are utilizing technology? Post it in the comments! I hope this idea sparks ideas that encourage you to stand out!

Click the link below to watch the full video that Kate sent me!

Great Idea: Use LinkTree For Support Raising

Do you ever wonder which link to use when directing people online to find out more about you and your ministry? Do you direct them straight to your giving site? Social media? Or perhaps to a website you maintain or your organization maintains? If you have multiple platforms and have a hard time deciding what is best — what if you didn’t have to choose?

Enter Linktree! And as their tagline boasts: it’s the only link you’ll ever need!

I’m not completely new to Linktree. It’s likely you are not either, and like me you have seen it utilized a few places. I’ve noticed them in a few of my friend’s Instagram bios, in some businesses, or even on various influencers pages who maintain multiple websites. I’ve also seen it used as a QR code link for large events. But I’ve never thought of it as a support raising tool until last week, when I heard a ministry couple (here I will call them the Meritt family) share their strategy using Linktree when speaking at various church services. So no… this isn’t a sponsored post in case you’re wondering! I just thought it was a really great idea worth sharing.

For those of you who aren’t aware of it, let me share what Linktree is. Essentially it’s a website you create that the user can click on whatever content/link you see fit – creating a simple hub of information. In this instance, it’s a landing page you can send someone to learn more about you and your ministry. Here’s an screen shot of the Meritt’s Linktree landing page:

Meritt family’s Linktree main page. Including (listed in order) their personalized organizational website, a sample missions message on You Tube, their giving site, another way someone can set up a monthly partnership, a newsletter sign up page, their personal website, and ways to contact them.

The Meritt’s Linktree has some very valuable information all in one simple hub. Examples of what else could be included on this Linktree or others like it would be social media pages, organizational information, various helpful websites, and a well maintained blog (there are likely a lot more I’m not thinking of!).

For the Meritt’s Linktree — I’d love to draw attention to what a great idea it is to have a sample missions message on YouTube; particularly as they often travel to speak at churches within our denomination.

Meritt family’s Linktree homepage, but the “Missions Message” button clicked on to give a 47 minute message on missions.

Here is a list of a few ways you may consider using Linktree in your support raising strategy:

Back of the Meritt family’s prayer card, that includes branding, email address, phone number, and QR code for their Linktree.
  • As your link in the signature of your emails.
  • For QR codes / printed materials on display tables at church services, events, etc.
  • As your link for a text message or email to individuals after a fundraising event, small group event, or face to face appointment (or during!).

I hope this idea of using Linktree for your QR codes and links is helpful! Do you have any other ideas for ways to utilize Linktree? Put it in the comments!

10 Ways To Connect With Your Financial Partners (Without Taking Too Much Time)

Hey guys, I posted this 2 years ago and 5 years before that (with some changes of course), but I think this is one of the most important topics in the area of support raising there is and thus — here it is again! Easy ways to stay connected with your partners while you are busy in full time ministry! – JF

Here’s a statistic that Bill Dillon, a guru in the support raising world and author of People Raising, has that I think you’ll find potent:

For every 100 people that stop supporting you:

66% of people stop giving because they think you don’t care about them

15% are unhappy with your organization

15% transfer their giving somewhere else

4% move away or die

Woah.

When I train missionaries on how to raise their support I tend to stay away from the word “fundraising” for many reasons, and when I really think about it — this statistic is at the heart of all of my reasons. Basically,  No one wants to invest in something that yields no return. If an individual gives a worker monthly support and feels as though the worker could care less about their giving, they will likely go somewhere else with their giving dollars.

And in my opinion, they should.

Ouch! Why you ask? Because the reason donors are investing in the Great Commission is because they are called to be a vital part of the Great Commission too. And if they are called to be a part of the Great Commission, why should they be made to feel as though their “vital part” is on the sidelines and forgotten?

I believe that one reason we forget to invest in the relationships we have with our financial partners is because we forget (or perhaps don’t have the paradigm) that they are as vital to the work that we are doing as we (as ministers) are. That being said, many christian workers on financial support struggle in the area of continually connecting with their financial partners even if they have a high value for their relationships with them.

It makes sense. We are all busy. Ministers are typically very busy. I totally get it.

As much as I understand, I also believe it isn’t a valid excuse. There are so many easy ways to connect across continents in our world. As such, I would like to offer up 10 suggestions on how workers on financial support can continually, quickly, and easily connect with churches and individuals who financially invest in the kingdom work they are doing.

10 Ways to Connect

1. The Quarterly Newsletter

Here’s a no-brainer: Send your newsletters. You should do a minimum of four a year, but it’s probably better to do one every other month. Keep them short and talk way more about ministry than personal things. Include pictures of active ministry (no vacation spots). Here’s a great link from the Support Raising Solutions blog on creating great Newsletters.

2. Short Email or Letter

When you get on the field, pick 10-15 financial partners each month and email them a QUICK and SHORT personal hello/touch base. For example:

“Hi Sally, just wanted to touch base with you and see how you have been doing. You and Chuck are on our prayer list for this month and we are wondering if you have any updates or requests? Things here are going wonderful. We just finished with our building project and couldn’t be more excited to receive students this coming fall. There will be 10! We will definitely be busy with it but we are pumped! I am also really looking forward to getting back into teaching. Anyhow, hope you all are well and let us know how we can be in prayer for you.” – Jenn

See…how painful is that? It took me all of two minutes to write that… You may be saying, but what happens when they write back? If they do, take another minute of your day to promptly reply to those who responded to your email. If all 10 respond it will take you around 15-20 minutes to respond to everyone. Then, take the time to mention them in your prayers and follow up with that as you have time and God leads. Keep a simple notebook. Write them down. It will make all of the difference and mean so much to the people spending so much time praying for you.

Once you have gone through your 10-15 partners each month, circle back around your list. Put these on some sort of white board in your room or house to remind you, or put it into a calendar each month. Whatever you do, calendarize it in some way.

3. Postcards and Presents

Send small gifts or postcards to your financial partners. Tell them thank you for their continuing support.

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I recently received a postcard from a friend vacationing in Costa Rica. That postcard remained on my fridge for 2 months for two reasons: (1) My friend thought of me from a far off destination and it made my day getting that postcard! (2) It was beautiful! Personally, I’m a sucker for a pretty print of any far off destination.

Small gifts do not have to cost much to mean a lot.

4. Stay Active on Social Media

  • If you don’t already have one, create a Facebook page. Create a secret group if you are going to a sensitive country. Stay active on it while you are on the field. Pictures, prayer updates, short videos, scripture verses, and praise reports are all fantastic. *If you are somewhere sensitive keep that in mind while posting and follow the rules of your organization.
  • Consider getting onto Instagram, Twitter, or TikTok as well! This is not for everyone, and typically I say to start with one social media outlet (probably Facebook) and do it well. However if you have the time and know-how try one or both of these. I love posting on Twitter and have a personal Instagram page as a creative outlet. Both have been effective in communicating with friends and helping me to network on a larger scale.
  • Another great thing to think about doing in your secret Facebook groups or if you have a ministry page is a Facebook Live. If you choose tdownloado do one before hand promote the time your event will be taking place, and take care to choose a time that works well for your financial partners. When you do a Facebook Live event, make it a guided Q&A and consider doing your Facebook Live in an interesting place. That Facebook Live will record as a video so anyone not able to make the time can view later!
  • Facebook message your financial partners or like their posts. Stay active on your personal page.

5. I’m Thinking Of You

Sometimes as I listen to audio sermons, worship sets, podcasts, or scriptures, I’ll check in with God and ask if He would like me to share any of those with my friends, family, or financial partners. If I feel prompted, I’ll send that sermon or verse to a friend on Facebook with a little message. These have to make sense and the sermons probably shouldn’t be overly convicting on major sins or anything. (Don’t imply that your friend has a problem). Use common sense. ie. Don’t send a message on tithing to a partner who hasn’t recently been giving.

6. The Church Letter or Video

Write a short letter to the churches that financially partner with you. Put a note in to the pastor to please read where he feels it appropriate to the congregation (small groups, prayer groups, Sunday school). Make-your-own-Video-1080x675If you don’t have time for a letter, create a quick video on your smart phone or computer and email it to the pastor. Ask the pastor to share that with his congregation or prayer group if possible.

7. Events

When you come back home, hold an event in key areas where your financial partners are. During the event provide desserts and coffee. Share stories from the field, answer any questions, tell them about your future plans, and thank them, thank them, and thank them.

These events can be as elaborate or simple as you want to make them. I would of course error on the side of taking care of your important guests by providing refreshments and some sort of dessert or snack – these also provide an incentive for your guests to come.

Create connect cards for those interested in giving for the first time.

8. Face to Face

In addition to the church event, when you come home set up one-on-one coffee times with pastors and friends and family that have supported you. Thank them and catch up on their lives while you were gone. Be relational and intentional. Really, this shouldn’t be optional!

9. FaceTime / Skype Meetings

Are you spending some time on FaceTime or Skype with your far away family and friends? Why not pick 6-12 financial partners per year to Skype or FaceTime while on the field? This is particularly good practice with financial partners that are giving sizable amounts or with churches and small groups that are partnering financially. Give them a real-time live update on where and how you are. Take them into an actual ministry event via Skype or FaceTime on your phone if you can. They will be floored at your thoughtfulness and most likely continue to financially partner you throughout assignments to come.

10. Text them!

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There are multiple programs available that will allow you to set up video and picture messaging while on the field. If you have a urgent prayer request, why not send a group text message out to your financial and prayer partners with a picture detailing your prayer need? If you have a praise report, send a text and allow them to celebrate with you (of course, keep in mind time zone differences so that you are not texting them at 2:00am)!

In Closing

If you are a worker on financial support, I hope that these simple ideas to connect with your partnership base help you. Let’s remind our financial partners that they are important to us and to the Great Commission! Let’s keep our attrition rates up with our financial partners by spending just a little time letting them know that we care. Let’s value them! Let’s realize that they are vital part of what we do. Amen? Amen.

Appointment Kits and Pastor Packets

Do you want to set yourself apart from the crowd? (Shake your head and say yeeeesss) One great way to stand out is by creating quality appointment kits and pastor packets.

What’s the difference between the two? Let me explain briefly. Typically appointment kits are given out to an individual during a face to face appointment, though the use of them is not limited to that. The kit should be designed to give that financial partner what they need to start giving and further information on your ministry. Pastor’s packets are great for meetings with pastors, mailing prior to contacting a pastor/church, dropping off to a pastor/church, or made available for events and gatherings.

For the most part appointment kits and pastor packets have the same materials in them with a few exceptions (see below). Quality should be what you shoot for when creating the packets, whether those materials are made by professionals, yourself, or someone with a design background that wants to help.

During more normal, non-pandemic support raising times, having a great appointment kit and pastor packet is helpful in standing out and looking uber professional. During a pandemic I would almost call it crucial. Why? Well, several reasons, but particularly many in-person meetings and gatherings are being taken away as opportunities to connect with pastors and individuals. Situations pre-pandemic in which a worker would connect with pastors now may be happening virtually only or not happening at all. Pre-pandemic, a worker may have met with individuals at a church small group, and now that small group is happens virtually. Thus we need to be creative creating opportunities to share our stories.

For instance, take a denominational district gathering that happen virtually. What if you mailed out pastor packets to all of the pastors who “attended” the virtual gathering or sent it to a portion of the pastors whom you really enjoyed interacting with (depending on protocol within your organization for reaching out of course)? And the church small group that is now virtual: what if you mailed appointment kits out after (or prior) to meeting virtually? 

serban packet

PASTOR PACKETS

So let’s start with pastor packets — here are some items I recommend to have in yours:

  1. A nice envelope / folder to put everything into – something like these or these are just some examples
  2. Case Document
  3. Prayer Card
  4. Pastor Recommendation letter (see below)
  5. Any ministry pamphlets or print materials that are helpful from your specific organization / ministry
  6. Your organization’s commitment or pledge / commitment forms (may not be needed in all circumstances)
  7. **connect cards, Special note — you probably would not put these physically in the envelope / folder, but have ready to show the pastor if you plan on asking him/her if connect cards would be appropriate to use in his/her congregation
  8. ***videos of 1, 2, or 3 minute windows available for pastors who are doing online services only due to COVID-19, maybe on a thumb drive or not included in the actual packet — but given prior to giving pastor packet. here’s a link to further explanation see point #3b

serban packet 2

APPOINTMENT KITS

For appointment kits, I recommend gathering some of the following components:

  1. A nice envelope / folder to put everything into – something like these or these are just some examples
  2. Case Document (***special note, it’s helpful to create a version of this for individuals that DOES NOT outline your specific budget numbers but provides percentages reached instead — yes you’ll have to update them regularly – here’s why not to include budget details to individuals)
  3. Prayer Card
  4. Any ministry pamphlets or print materials that are helpful from your specific organization / ministry
  5. Giving Instructions: easily understood step by step instructions on how to give within your organization
  6. Your organization’s commitment or pledge / commitment forms
  7. Optional: Some type of visual/infographic on how much support you need to get to 100% – I call these LOG (Levels of Giving) charts (ie. 50 people at 50$, 15 people at 100$, 10 people at $150, 5 people at $200, etc.) Make it pretty!
  8. Optional but nice: A small gift or token for those who commit to support and/or pray
  9. Optional: fridge magnet so they can remember to pray for you.

Did you notice there are some items in the appointment kit that are not included in the pastor packet? Some reasoning for that is my preference for giving pastors less to sift through due to the lack of time they have. That being said, you may have something additional in your pastors packet because you’re likely brilliant and have thought of something genius I haven’t (if so tell me in the comments! I’m here for it!) — and I believe in most circumstances that is fine.

I hope this helps! If you have questions comment below. Lastly, see below for a pastor recommendation letter template to help create your own. You all are awesome! Keep going. – JF

Pastor Recommendation Letter:

Theis recommendation letter

 

7 Things I Am Learning About Support Raising During A Pandemic

What day is it of whatever this is? If you’re like me, you’ve lost count somewhere along the way. As our groundhog days have gone on I have been busy coaching workers who are on the front lines of raising their support, many for the first time. I’ve been carefully listening and dialing into what is working and what is not. Thus, I wanted to take a moment to share some tips I have learned from coaching numerous workers raising their support during the Coronavirus. Here we go:

  1. If you have not done a newsletter in awhile (or you did recently, just pre-Coronavirus), NOW is the time to do one. I’ve been hearing workers mention that the number one question they are getting from their supporters and potential supporters is “are you still going to do your ministry assignment?” Stave off any doubt your supporters have by sending out a short newsletter that shares the following:
    • Reassure them you are feeling your call to ministry now more than ever! Remind them there are amazing opportunities to minister as people are searching for meaning and faith right now, and you’re excited to get on the front lines.
    • Yes, you are still called! Yes, you are still going to the field / on staff / your assignment! Let them know you are working as you are able to minister during this time, continue to raise support, and pray.
    • Ask them if they have any specific prayer requests.
    • Write a hearty thank you for their continued giving during this season. Let them how grateful you are. It’s huge they are committed to giving.
    • Don’t be afraid to keep it short and to the point.
  2. Video conference appointments are working. I have been taking with many workers who are having great appointments with individuals and are adding to their support teams during this time, Thus, don’t think of it as a time to stand still and do nothing! Reach for Zoom appointments using a mixture of discernment, wisdom, common sense, and prayer. When you do ask for an appointment, follow the guidelines found in this post and develop your own scripts.
  3. I coach a couple who shared this idea I thought was brilliant: for local appointments, think about having “porch picnics” with those who are comfortable. Their instructions:
    •  Get a Signup Genius ready (www.signupgenius.com)
    • Send link to potential supporters after you have called and asked for a appointment (or those already on your team that you want to build relationship with and see) to schedule appointments
    • “Take them” to dinner/lunch/coffee. (go pick something up with washed and sanitized hands or use UberEats or GrubHub or DoorDash)
    • Hang on porch at a distance
  4. Staying spiritually healthy matters. I talked with a couple yesterday who mentioned they are praying together for a different church every day, and are viewing this time as an opportunity to dial into their prayer life separately and together as a couple. They feel blessed to have extra time to bulk up spiritually. I don’t know about you, but I can’t imagine that this couple won’t be lead into great opportunities as a result of their heart and prayer life. Go and do likewise.
  5. Facebook / Instagram Live Q&As can be a good way to stay active and are FUN! As we all know, there are a lot of people online right now. Why not utilize that opportunity by doing a Facebook Live Q&A or Instagram Live and talk about your upcoming assignment? The main content of a FB Live Q&A should be comprised of giveaways, trivia / info on your assignment, questions for the audience, and time to let them ask you questions. Make it simple and fun, and promote it however you can before hand.  This post outlines some details on the subject.  (*sensitive workers — this is doable for you too with some extra precautions and permissions!)
  6. Continue having ministry moments. Ask pastors if you can help serve their congregation (if you have technical skills they could probably really use you)! Ask friends and family members how they are doing, just because. If someone comes to mind take a moment and reach out. What you sow you will also reap, so continue to sow into your relationships.
  7. Having a good attitude and staying empathetic matters. Remember, your ministry doesn’t start when you get to your assignment – it starts now! And hey, I totally get it, of course this time is challenging! I SEE YOU. But here’s a wild thought: God knew about the pandemic and still chose YOU for this time. Knowing that, choose to be the inspiration of courage and hope to someone else, as chances are they need it. Chances are you will be inspired by being an inspiration. You will be blessed by being a blessing. Stick with a good attitude. Stay empathetic and serve those around you in everyday small ways. One worker I know realized she is getting a lot of joy from having flowers on her kitchen table and tending to her plant babies. She is now driving around to her existing partnership team (who are local) and putting small plants on their porches with a short note of encouragement. What a great idea!

Friends, I hope some of these tips help or get the wheels turning on ideas of your own. What has been working for you? Post it in the comments! – JF

7 Ideas for Better Support Raising Habits in 2020

Happy 2020 everyone! Guys, I love January. There’s nothing like a fresh start. Every conversation, podcast, and sermon is trending this month towards goals, habits, and health and I am INTO IT.

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So, not to add to the pile of all those resolutions you have made, but OKAY! I’m going to add to the pile…

As you are thinking through your New Years Resolutions, I would challenge you to find something to add to your list when it comes to partnership development. Novel idea right?! If you are in full time ministry and live off of support, working on your financial partnership development is a VITAL part of your life. How you view it and treat it are fundamental to your success and longevitiy as a minister.

That being said, are you slipping into any bad habits? Is your communication strong with your partnership base, or has it slipped to the dusty corners of your to-do wishlist? When was the last time you wrote a newsletter? When was the last time you reached out to an old friend or prayed for them just because? Could your vision statement or your print pieces use a little refinement? How’s your attitude as it concerns raising support? Do you love and nurture your support team or tend to neglect involving them in your ministry?

My intention is not to overwhelm you if you have slipped into a few bad habits, but maybe adopting a few of these small changes (or coming up with ideas of your own) could make 2020 and beyond easier and more enjoyable as it relates to ministry and your partnership development. Here are a few ideas to consider:

1. In 2020, PERSONALLY connect with everyone on your partnership team on a quarterly basis. 

Consider bumping up your communications with your partnership team. Perhaps create a goal to reach out directly to every partner (churches and individuals) on a quarterly basis. Here are some ways to consider reaching out:

  • Direct message on Facebook
  • Emails
  • Short video from your phone
  • Text message or WhatsApp
  • postcard
  • Written letters

Reaching out to a supporter personally doesn’t have to be lengthy to be effective. Some ideas:

  • Just say hi
  • Ask how they are doing and how you can pray for them
  • Share a podcast or a sermon if they come to mind
  • Share a verse you love and are studying
  • Say happy birthday
  • text a picture of a ministry event with a quick thank you.

These little habits of regular communication make a big difference!

Here’s an idea, if you’ve never sent postcards from your city or country maybe 2020 is the time to do it! Chunk your list and make a goal of sending 10-20 postcards out a month.

2. In 2020, write thank you cards within 48 hours of a face to face meeting or as an acknowledgement of a new gift.

Scott Morton says it best in a short video here.

3. In 2020, refine your public speaking skills.

Are you going to be doing a lot of public speaking while on itineration? Mark it as a chance to develop or refine your skills by studying the subject and applying a few new tips. Here’s a short list of some quick reads on the subject:

4. In 2020, start a daily habit of using a to do list.

It is a nifty time to become more organized with apps such as Microsoft ToDo, Todoist, Any.do, and more. If you haven’t downloaded an app, give one a try, it may be just the thing that starts better organization patterns in your daily life.

A key to success with to do lists is to use what works for you! Some people prefer purchasing a big white board and using it for reminders, others love the apps like the ones above, still others prefer good ole sticky notes or a paper list. Consider utilizing a variety of these methods when creating a to do list habit, studies show that if you put them in multiple places more gets done! Whatever works for you, in 2020 try creating to do list habits that help you stay organized and on top of what needs to get done.

A couple more tips:

  • Here’s a great article on creating a more effective to do list.
  • If you already have a to do list and use it regularly, are there any other areas you could improve your organization in 2020? Maybe it’s creating a habit to check your calendar on a regular basis and if you’re married, sync it with your wife or husband.

5. In 2020, refine your vision statement.

Knowing who you are, how you were called, and what you want to do in ministry is important, right? Right.

“A mission statement is not something you write overnight… But fundamentally, your mission statement becomes your constitution, the solid expression of your vision and values. It becomes the criterion by which you measure everything else in your life.”  Stephen Covey

We know mission statements are important, but it can be challenging to find the time and energy to sit down and refine one’s mission statement. I would argue though, taking that time to blow the dust off of your mission statement (whether that’s a personal or a team missions statement) is crucial to success.

“People are working harder than ever, but because they lack clarity and vision, they aren’t getting very far. They, in essence, are pushing a rope with all of their might.”  Stephen Covey

Even businesses struggle to maintain their vision statements, and recent research has showed that over half of employees (52%) cannot recite their business’s vision. All the while, a recent report shows that “sense of purpose” in work is the second most important criteria for millennials considering a job. Interesting.

If you want more information on vision statements and why they are so important to success, I’d recommend picking up a copy of 7 Habits of Highly Effective People. (Personally it is one of my favorite books EVER and goes in depth on the subject.)

6. In 2020, rebrand.

Have you been thinking for awhile it’s time to take your “brand” to the next level? Maybe it’s reordering new prayer cards that feature your newest child, or taking your Case Document and Connect Cards to the next level. Or maybe it’s thinking through a new newsletter template or features that align with your Facebook Group posts and website.

I’d say anything you can do to stand out, look professional, and raise the bar with quality communication and materials really does make a difference! Make 2020 the year to do it! The picture below is an example of a packet given to pastors that really stands out. Notice the fancy envelope and the beautiful graphics.

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7. In 2020, read Philippians. 

Did you know that the book of Philippians is an ancient thank you letter for support? You’ll find Philippians perhaps to be the warmest tone that Paul undertakes in all of his writing, and it’s all in the context of church and mission partnership. Therefore, there are some huge keys given throughout the book that I believe generate a thankful, grateful, and biblical perspective on partnership. I’d challenge you in 2020 to get into Philippians and read it through the lens of partnership, particularly if you are looking for biblical inspiration or a bit of an attitude / perspective kick in the right direction.

kick-your-bad-habit

In closing, making changes to your lifestyle habits can be SO CHALLENGING. Remember to give yourself a lot of grace. When creating new habits being positive really makes all the difference. Another game changer when creating goals is to make your goals specific and measurable to help attain success. For instance, if your overarching desire is to “do a better job communicating with my partnership team” you may create a goal that says “reach out to each financial partner at least once quarterly throughout all of 2020” or “write a newsletter once a quarter, Facebook group post once a week, and send a postcard to each financial and prayer partner in 2020.” instead of “do a better job communicating“.

I hope these help spark some ideas for you! Happy 2020! -JF

 

 

It’s The Final Quarter: Fall Giving and Year End Giving Strategies

We are well into the final quarter of the year. You know what that means? It means it’s time to start thinking about your Year End Giving Strategy. I know, I know…you’re thinking come one Jenn, it’s SEPTEMBER. But truly, it isn’t too early to start thinking about your strategy for the best giving time of year.

I say this every year – but around 31% of ALL GIVING in the States occurs in the month of December. 12% of giving occurs in the last three days of the year. And maybe you aren’t singing jingle bells just yet (as I write this it’s a sweltering 94 degrees outside – so trust me I’m not either!), but here are some things to think about ahead of time to get your strategy in place.

  1. In September, October, and early November, it’s great to LASER FOCUS one’s efforts on face to face appointments. If you can, kick it into overdrive and set goals for more appointments and initial contacts than usual! Why? Well, overall it’s one of the easiest times of year to schedule appointments. Summer is over and people are into routine, school is back, people are fresh – they are checking their calendars and not overwhelmed with plans. Plus, coffee dates are even more appealing with pumpkin spice lattes (amiright?!?)!
  2. Toward the holidays there are additional touches you can create to show your existing team you care as well as generate some excitement and cash gifts. After Thanksgiving, let things shift a bit from business as usual (while still reaching out for F2F appointments). 
  3. Build out your Year End Giving Strategy BEFORE Thanksgiving. If you let it slide until after Thanksgiving, you’ll most likely miss out on some strategic opportunities due to poor planning.
  4. September and October are also excellent months of the year to reach out to churches. Lots of churches schedule services far in advance so calling in September or October may get you service in January or February 2020. If you wait to reach out to a pastor/church until November or December, you may get radio silence until January due to the church’s busy holiday schedule.

With all of that being said, here’s a break down on some specific ideas for Year End Giving.

1. FACEBOOK LIVE Q&A

The main content of a FB Live Q&A should be comprised of giveaways, trivia / info on your assignment, questions for the audience, and time to let them as you questions. Make it simple and fun, and promote it however you can before hand. Consider doing one somewhere towards the beginning-ish of November. Here are some thoughts on a Facebook Live from a worker who did one last year:

REFLECTIONS ON A FACEBOOK LIVE Q&A:

“I used my iPhone because it has a better camera than my chrome book. If your laptop has a good camera though, I’d recommend using that because I think it’s easier to the comments that come in. I basically had my computer off to the side reading comments from there. Also FYI if you start the live on your phone vertically you have to keep it that way-it won’t switch over if you turn your phone. I’d recommend starting horizontal.”

“I did giveaways of books. They were just what I had on hand as I thought of giveaways last minute. I had a prayer book for XX as well as some of the books from my ministry.”

“My trivia was how I did the giveaways. Some was about me and my testimony and others were about the country.”

“I announced it a couple days ahead of time, and went Live the day before just for a few minutes to make sure everything worked well. You can also practice going Live on your own feed by setting your security settings to “only me”. I did that just to set up the lighting, and to make sure my background was not too distracting. I also think it would be helpful, if you had somebody reading the comments to you. As a single gal, I was wishing that I had asked somebody to do that for me in the midst of it. Also, my parents had come up with quite a few questions that I had on hand just in case people were not engaging, or the questions lagged for a minute.”

2. GIVING TUESDAY

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Giving Tuesday, which occurs the Tuesday after Thanksgiving, is a day for non-profits and others raising funds to solicit donations. It is a GREAT DAY to post something online asking friends and family to give.

The example below is from a family who was going to a sensitive location. For Giving Tuesday they set a specific goal of $1,000 to go to pre-school and language learning. They promoted throughout the day (and prior!) by posting multiple times it on their Secret Facebook Group, which was comprised of people who were already a part of their team either in prayer and/or finances. They also created a post prior to Giving Tuesday on their regular Facebook page, asking if anyone was interested in hearing more about their journey. Then they added those interested parties to their Secret Facebook Group so that they could see the posts.

Do you want to know if they made their goal? Screen shots of their posts and progress are below. For security purposes I am not sharing the totality of their ADORABLE video, however, I did write down their script and have it below. It’s a great example of how you can raise over $1,000 in cash in ONE SINGLE DAY with a little bit of effort and excitement. By the way, the Smiths were EXCELLENT at face to face appointments and had a solid team in place by the time Giving Tuesday was in place. You may think Giving Tuesday wouldn’t work for an already established team…but see below for the results!

VIDEO SCREEN SHOTS:

VIDEO SCRIPT:

Jason: “Hi guys, we are the Smith family. This is baby Justin, my wife Sara, and I’m Jason. Justin just turned 1 year old yesterday (all: YAY!) We hope you had a wonderful Thanksgiving!”

Sara: “After Black Friday, Small Business Saturday, and Cyber Monday if there is anything left in your bank account today is what is called “Giving Tuesday”. It’s an opportunity to bless people who are in the process of raising money. Many of you know that we are moving to X in the spring and we have been in the process of raising our monthly budget. But we also have to raise a cash budget up front. We are asking our friends and family on Facebook to consider giving us a cash gift of $25. Our goal is to raise $500 for Justin’s school and $500 for our language learning training for a total of $1,000 in just 1 DAY! You can give towards Justin’s school which will give him the opportunity to learn language, learn the culture, and make friends. Or today you could choose to give to our language training which will give us the opportunity to learn X and connect with people in their language.”

Jason: “Now it’s super easy to give, all you have to do is click the link and it will take you straight to the page where you can give. Then if you would send us a Facebook Message telling us which of these two things you gave towards – that way we can keep a running tally. Otherwise we won’t know for a couple of days, and that’s way less exciting.”

Sara: “Thank you friends for your generosity we appreciate you more than words can say.”

Both: “Happy Giving Tuesday!”

*funny bloopers with Justin and family at the end

*graphics displayed on video about link with arrows, Giving Tuesday, and Thank You. 

*fun music in the background – light and airy. 

POSTS:

Giving Tuesday 1

Giving Tuesday 2Giving Tuesday 3Giving Tuesday 4Giving Tuesday 5Giving Tuesday 6

3. NOVEMBER NEWSLETTER

Send out a regular newsletter at the beginning of November, even if you have done one recently.

  • Keep it to 1 page – be brief.
  • Keep it ministry focused with specific stories.
  • Use it to promote any Facebook Live or Giving Tuesday efforts you will be doing.
  • Say thank you!
  • Don’t do any asks on this newsletter.

4. CHRISTMAS CARD / YEAR END LETTER

Do Christmas cards along with a year end letter sometime before December 31st (think about sticking it in the mail the day after Thanksgiving). I think it’s a good idea in some circumstances (see below for more on this) to bundle these two and stick them in the mail together, the card of course being Christmasy with the year end letter inside. Send these out to your existing financial and prayer partner list.

Include the following components:

  • Merry Christmas greeting.From the Montgomery family
  • Express your authentic thankfulness for your support team. Emphasize and focus your letter on the impact your partners are having.
  • Percentage update of where you are at raising your funds.
  • A gift-wrappy-Christmasy-wonderful-snowy graphic that has your organization’s giving website / ways to give. (Make it pretty – I made the one to the right in 5 minutes using Canva.com)
  • An actual ask in the letter for finances (yep, this is the only time of year I say go for it on a letter!). Consider making it about one story of a life changed or need.
  • Do a nice handwritten PS.

Tips for year end letter:

  • Switch this up from a regular newsletter. Use a slightly different template than a regular newsletter and make it more like a letter.
  • Don’t send an ask year end letter to anyone who recently started giving, just gave one time recently, or just increased their giving. (probably within the past 6 months). Just send them Christmas cards instead. You don’t want to overwhelm them with too many asks.
  • Consider creating a different version of your year end letter to those who haven’t started giving yet or didn’t give when asked. Change particulars as needed for the audience.
    • Perhaps for people who have said that they can’t give- give them a soft opportunity to give. Change the thankfulness for being on your support team and instead thank them for their prayers and involvement in your life.
    • For those you haven’t yet met with, change the particulars to reflect your desire to meet with them soon and thank them for the involvement in your life. You may want to include a soft ask but not as bold as to those you send it to who you’ve already met with.
  • Snail mail your year end letter.
  • Keep it to 1 page make it look really nice!

5. FACE TO FACE NOW!

Have as many face-to-face appointments as you can NOW. Generally speaking, it’s the best time for F2F in October and early November. People are into their routines and willing to give. In November and December are you are tempted to put the breaks on contacting individuals for F2F appointments? Sure, time for interaction may level off the weeks of holidays but experience has taught me that it can also be a GREAT time for face-to-face appointments; particularly if you are in from out of town and catching up with family members or old friends! Don’t stop reaching out to connect with people over coffee and making the ask. Some tips:

  • Try and ask them for a F2F early. Give them a couple of extra weeks to put it in their calendar.
  • Get a small gift for your potential financial partner and bring it to your appointment.
  • Make it about them when you meet as much as it is about you. Ask questions and get excited about who they are.
  • Send a thank you card within 48 hours after you meet – regardless of responses!
  • If you cannot reach someone toward the holidays, don’t sweat it. Try reaching out to them again in January.
  • Pay for their coffee.

6. SMALL GIFTS

Send your members of your partnership team small gifts. December is a great time of year to express your thankfulness to your support team. Go above and beyond that newsletter!

7. FACEBOOK CAMPAIGN

A well crafted, intentional, relational Facebook Campaign can be helpful during these months of giving. Consider creating a Facebook Campaign in October, November, or December if you haven’t already done one recently. Keep in mind, this is advisable only if you have gotten far enough in your financial partnership (75-80%) to start one. Also, for Facebook Campaigns don’t do one for the end of the year if you already plan on doing Giving Tuesday and a Facebook Live Q&A. Try to pick between Giving Tuesday posts + a Facebook Live Q&A, or doing a Facebook Campaign. It’s best to NOT do all a couple of weeks apart so that you don’t over saturate your social media audience.

8. EMAIL AFTER CHRISTMAS

Send out an email on December 29th or 30th. Include the following.

  • Greeting of Happy New Year for your partners
  • Remind them of your ministry as they execute their giving.
  • Use that christmasy-graphic and update it to be new-years-y with a clickable link on giving online.
  • Don’t include a formal ask. Just thank yous’ and the graphic on how to give online.

OTHER TIPS:

  • Stay consistent with your goals and shoot for a multi-channel approach. The secret sauce for creating a successful year end strategy is all about sequence. What does that mean? Essentially, sequence is you creating a goal and using that message/goal consistently to create a multi-channel integrated approach. Your goal should be consistent across any blogs or websites, social media, email, and written mail.
  • Have your strategy in place and communication pieces written BEFORE November.
  • Sequence maximizes the return on your effort and time investment. Stay consistent.
  • Try to get a hook when creating your goals. Maybe an image, theme, tagline, story.
  • Try to be eye-catching. Be compelling.
  • Less is more. The fewer words the better. Try to keep letters, etc. personal and short. Keep videos as short, fun, and informative as possible.
  • Don’t send a year end letter to anyone who just started giving, gave a special gift, or increased their giving in the last six months. Just send them a Christmas card.
  • Customize two different letters: one for on-going financial partners, one for non-givers.
  • In your wording, focus on the partner. Example: “There is hope, and that hope is you.” Talk about how your partners make the world better with their gift: “You gave 50 kids the gift of Jesus last year with your donation, and now you can do more.” The partner and the partnership between you becomes the hero of this story. Acknowledge their important role in your mission.
  • Don’t let your partners only hear “asks” from you. Be sure you stay on top of personal communication. The routine newsletter that arrives in early November will be helpful – 1 page with pictures, ministry focused with specific stories. But get beyond that and reach out in micro relational ways to your team.