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Happy new year! (I can still say that, right?) January is when most development teams finally catch their breath after the year-end sprint. Rightly so. But here's what often happens: planning takes priority, and thank-you calls get pushed to February, then March. Donor check-ins fall off the list entirely. And before you know it, it's April and you haven't had meaningful conversations with more than a handful of donors who gave last year. The challenge? When follow-up becomes a December-only activity, you're missing the foundation that makes year-end work in the first place. Donor follow-up can't just be a priority in December. Here are four reasons to reach out to a donor this month: 1. They made a year-end gift. Pick up the phone and say thank you. They'll be surprised you called, and you'll learn something new about why they support your work. Those insights matter when you're planning your next ask or stewardship touchpoint. 2. They typically give at year-end, and didn't last year. Not to ask for a gift. Just to check in. Life gets busy. People change jobs, move, deal with family situations. A genuine "how are things going?" conversation tells you what's actually happening - and tells them that you noticed, and they matter to you and the organization. 3. They typically make a 'big' gift in the spring. Get that lunch, coffee, or office visit on the calendar now. Start those giving conversations early. If you wait until April to schedule, the window of opportunity may have closed. 4. They've been a long-time supporter at any level, and you haven't gotten to know them yet. Maybe they've given $100 annually for eight years and no one's ever called. That consistency deserves recognition. And you might discover they're ready for a bigger conversation than anyone realized. These calls aren't just good donor relations. They're what make your fundraising operation resilient. When donor follow-up only happens during campaign season, it puts all the relationship-building pressure on one or two people during the busiest time of year. That's not sustainable, and it's not strategic. Regular contact throughout the year does two things: First, it distributes relationship management across your team and your calendar. Board members, program staff, and volunteers can all make thank-you calls or check-in conversations. It doesn't have to fall entirely on your development director. Second, it builds institutional knowledge that doesn't disappear when someone leaves. Make sure the calls get logged in your CRM - not just that it happened, but what was learned. This step will make sure you're not starting from scratch every time there's staff turnover. Year-end results don't come from what you do in November and December. They come from the relationships you've been building all year. Tip? Pick one of these four categories and make three calls this week (then do it again next week...). |
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