logo
episode-header-image
Sep 2024
33m 38s

Ep 273 | Crafting the Perfect Year End E...

Sami Bedell-Mulhern
About this episode

It's that time of year again – year-end giving season is just around the corner! In this episode, we're thrilled to have Vanessa Chase Lockshin, a fundraising expert specializing in digital fundraising and storytelling, share her top tips for executing successful email campaigns as part of your year-end giving strategy. Vanessa has helped clients raise millions of dollars through email, and she's here to share her wealth of knowledge to help you maximize your efforts.

This episode gives you the step by step plan for how many emails need to be sent from Giving Tuesday through the end of the year. You'll also get the strategies to build and plan for a smooth process. Don't forget follow-up, we talk about that as well!

What you'll learn:

→ Why email is the most effective digital direct response marketing channel
→ How to start planning your year-end giving email campaigns now (even in September!)
→ Strategies for email list segmentation and personalization
→ Best practices for Giving Tuesday email campaigns
→ The importance of donor stewardship and follow-up after donations

Want to skip ahead? Here are key takeaways:

[04:23] Start to plan your year-end giving email campaigns early. Building messaging and narrative momentum is key to a successful campaign Keeping donors engaged and stewarded is crucial for repeat giving.
[08:03] Determine the right email frequency. Don't worry about over-emailing. Staying top of mind is important. Find the right balance between too many and too few emails. Understanding that testing is important and pay attention to trends over the years.
[10:40] Remember the power of email list segmentation and personalization. Optimize fundraising by making the right asks to the right people. Tweak core emails for different audience segments. You don't have to rewrite full campaigns for each segment.
[12:41] Giving Tuesday email campaigns are still helpful even with all the hoise. Craf compelling messages that go beyond just asking for a donation. Determe the right email cadence leading up to and on Giving Tuesday which includes multiple emails on that day.
[19:26] Don't forget the he importance of donor stewardship and follow-up. Closing the communications loop with donors and providing updates on impact will keep them engaged. Use personalized emails and stories to connect with donors.

Resources

EP 128 | Creating Campaigns with Stories with Vanessa Chase Lockshin 
Vanessa's email cohort program

Vanessa Chase Lockshin

Consultant specializing in non-profit storytelling, fundraising and communications

Vanessa Chase Lockshin is a fundraising consultant specializing in digital fundraising and storytelling.

She's the author of The Storytelling Non-Profit: A practical guide to telling stories that raise money and awareness, and the creator of immersive online training programs for non-profit professionals.

Vanessa has helped clients raise millions of dollars, including helping Variety BC build an email program from the ground up that raised over $ 2 million in three years.

Vanessa’s fundraising career started at The University of British Columbia, her alma mater. Her clients have included: Barnard College, Meals on Wheels Association of America, Girl Scouts of the USA, British Columbia Children’s Hospital, Senior Medicare Patrol, The Dixon Transition Society, Zanesville Museum of Art, Win Without War, and OpenMedia.

Learn more: http://www.thestorytellingnonprofit.com

Learn more: http://www.thestorytellingnonprofit.com

Connect with us on LinkedIn: https://www.linkedin.com/company/the-first-click
Learn more about The First Click: https://thefirstclick.net
Schedule a Digital Marketing Therapy Session: https://thefirstclick.net/officehours

Up next
Aug 5
Ep 313 | Setting a Strong Search Engine Strategy for Long Term Growth with Steven Schneider
Are you struggling to attract more visitors to your nonprofit's website? In this episode, I sit down with Steven Schneider, co-founder and CEO of Trio SEO, to explore the power of search engine optimization (SEO) for mission-driven organizations. We discuss why SEO is a crucial l ... Show More
31m 24s
Jul 29
Ep 312 | Setting up Task Automations for Increased Productivity with Karen King
Are you feeling overwhelmed by your nonprofit's workload? In this episode, I sit down with Karen King, founder of Gold Star Pro, to explore how automation can revolutionize your organization's productivity and give you back precious time to focus on your mission. Embracing Automa ... Show More
34m 26s
Jul 22
Ep 311 | Using AI To Support Video Creation with John Gargiulo
Are you struggling to create engaging video content for your nonprofit? In this episode, I sit down with John Gargiulo, founder and CEO of Air Post, to explore how artificial intelligence can revolutionize your video production process. We discuss innovative ways to leverage AI t ... Show More
24m 51s
Recommended Episodes
Oct 2024
Thriving Solo: The Essential Playbook for Smart, Sustainable Growth
In Episode 175 of The Business Development Podcast, Kelly Kennedy dives into the essentials of solopreneurship, offering a comprehensive guide for those building businesses single-handedly. From mastering time management to developing a resilient brand and understanding the impor ... Show More
45 m
Feb 2024
AI Empowered Project Management
In this episode of "Accelerate Your Business Growth," host Diane Helbig sits down with Laura Bowers. Laura shares insights on the importance of AI in project management, ethical considerations when implementing AI, and how to ensure the human element isn't lost in AI-driven proce ... Show More
25m 48s
Mar 2025
The Remote Work Revolution: Escape the 9-to-5 and Thrive with Michelle Coulson
In Episode 220 of The Business Development Podcast, Kelly Kennedy welcomes Michelle Coulson, founder of Remote Rebellion, to explore the rise of remote work and the end of the traditional 9-to-5. Michelle shares her journey from corporate recruitment to building a location-indepe ... Show More
59m 23s
Aug 2024
Mastering Remote Work
Welcome back to another episode of Accelerate Your Business Growth! Today, we're diving into the complexities and opportunities of remote work with our guest, Shane Spraggs. Shane is a seasoned expert in operational efficiency, leveraging lean agile methodologies, and has an impr ... Show More
26m 58s
Jul 2024
How to Strangle Slack Before It Strangles You
Ralph and Lauren are discussing using Slack for business communication and productivity. They cover the pitfalls of relying too much on Slack, sharing how it hindered productivity and created chaos in their teams. Ralph and Lauren also talk about their journey of transitioning to ... Show More
34m 41s
Feb 2025
AI Made Easy: How to Use It For Business Without Losing Your Mind - 821
If you’re not using AI like ChatGPT or Perplexity in your business yet, you’re working way harder than you need to—but don’t worry, Chalene Johnson has you covered! In this episode, she breaks down the simplest, most practical ways to use AI so entrepreneurs can save time, boost ... Show More
21m 49s
Sep 2024
Ep 244: Get Your Business ORGANIZED w/ Tracy Hoth
In today's episode, I have an enlightening conversation with Tracy Hoth, a seasoned professional organizer and certified life coach. Tracy shares her secrets to transforming chaos into order, covering essential areas of business organization. We discuss how your mindset can make ... Show More
49m 57s
Nov 2024
Mastering the Profit-First Mindset
Welcome to another episode of "Accelerate Your Business Growth." I'm your host, Diane Helbig, and today we have a conversation that promises to equip small business owners with invaluable insights on financial health and leadership. Joining us is Michelle Scribner, CEO of Sum of ... Show More
38m 51s
Oct 2022
10 Software Tools Every Business Owner Needs
[[:encoded, "Productivity is never an accident for business owners. It does not happen by chance. Rather, it happens out of a commitment to excellence, stellar planning, consistent efforts, and great productivity tools. This is the age of technology, where there’s an app for ever ... Show More
11m 37s
Jan 2025
Challenging the Status Quo: How Innovation Drives Growth in a Construction Business
In the competitive construction industry, innovation plays a crucial role in driving growth and success. Construction companies can differentiate themselves by adopting creative strategies, such as managing material supply chains and cultivating solid, business-like relationships ... Show More
40m 9s