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Ep. 42 | Maximizing Year-End Giving: Tips for Nonprofit Success

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In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Joanne Toller from The Cause Specialists. With over 30 years of experience in the nonprofit sector, Joanne discusses the critical importance of year-end giving, effective digital fundraising strategies, and the significance of consistent messaging. She also highlights the power of storytelling, avoiding desperation in campaign messaging, and the value of personal donor stewardship. Key insights include leveraging donor data for targeted outreach and the importance of a well-planned fund development strategy. Joanne shares practical tips and resources to help nonprofits maximize their year-end fundraising efforts.

00:00 Introduction and Guest Welcome

00:29 Joanne Toller's Background and Experience

01:48 Importance of Year-End Giving

04:27 Effective Digital Fundraising Strategies

06:48 Leveraging Donor Data and CRM

10:36 Balancing Relationships with Donors

13:23 Creating Urgency Without Desperation

15:07 Common Pitfalls in Year-End Campaigns

15:57 Stewardship and Donor Retention

17:57 Actionable Tips for Resource-Constrained Nonprofits

19:12 Conclusion and Contact Information

To Connect with Joanne:

Website | LinkedIn

To Connect with Beyond the Donation Podcast:

BTD Podcast | DonorDock LinkedIn | Matt LinkedIn

Author
Sarah O'Brien
Written by
Sarah O'Brien

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