Home 2017 Fundraising Trends ULTIMATE DONOR THANK YOU CHECKLIST

ULTIMATE DONOR THANK YOU CHECKLIST

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You’ve got the donation, but your work is not done. Sending a great thank you letter is the most important step in keeping your donors for the long term.

Thank you letter checklist

You’ve got the donation, but your work is not done. Sending a great thank you letter is the most important step in keeping your donors for the long term. Lisa Sargent has compiled an essential thank you letter checklist for the Showcase of Fundraising Innovation and Inspiration website, www.sofii.org.

Here are some important questions to ask about your thank you letter. Hint: All your answers should be “yes!”

1. Is your letter personalized? Do you mention the gift amount?
2. Do you start with something other than “Thank you for your gift”? Use an exciting lead.
3. Do you tell your donor when and how they will next hear from you?
4. If this is a repeat gift, do you also thank the donor for their past generosity and continued contributions or support?
5. If this is a gift membership, do you thank the giftee and talk about what this kind of gift makes possible? And do you send a thank you letter to the giftor as well?
6. Do you say something new or timely in the PS? Upcoming opportunities to meet with you make a perfect PS.
7. Do you include a contact number or email for your donor to use if they have a question?
8. Do you need to thank them for something specific? Examples of this include a membership, a holiday gift, or a memorial.
9. Do you reference something specific such as a gift you’ll be sending or a certificate you have enclosed?
10. Do you mention your Facebook or social media page in your letter? Include a call to action directing them to your page.
Now that you have confirmed that you have included all the essential information, here are some additional guidelines for writing a successful thank you letter.
1. Keep the letter short. It should be three to four paragraphs plus your PS.
2. Include required tax deductible language.
3. Use the word “you.” Don’t use “we” or “our,” because they make it happen and your thank you should focus on the donor.
4. Thank them more than once in the letter.
5. Proof your letter. Read it out loud and have someone else check it for grammar and spelling.
6. Hand sign them all if you can. If you have too many donors, determine the dollar amount that you will hand sign. Phone calls are also great additions when thanking your top donors!
7. DO NOT include an additional ask or a request to upgrade to monthly giving. Instead, it is acceptable to include a reply envelope.

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JoyOlson

Successful Fundraiser of 22 years; Pet owner and lover; triathlete and sportswoman; Gardner; Love to dance; Music a must; Workaholic

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