ANNUAL GIVING CAMPAIGN TOOLKIT RESOURCES

 

How to Use the Toolkit

On this page, you will find a number of resources that are intended to help you develop and launch a successful annual giving campaign in your congregation. Begin by reviewing the Suggested Annual Giving Campaign Timeline and then move on to the Congregational “Ask” Letter and then to Following up after the “Ask.” A number of letter templates and a variety of other resources are also available from this page.

Suggested Annual Giving Campaign Timeline

Timelines for Annual Giving Campaigns can vary, depending upon the process used and the size of the congregation. In general, Annual Giving Campaigns are held during the fall months in order to ascertain pledge revenue for the coming fiscal year.

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The Congregational “Ask” Letter

One of the most vital parts of a successful Annual Giving Campaign is an effective “ask” letter, when the stewardship team of the parish reaches out to the congregation to invite support of the church’s mission and ministries.

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Following up after the “Ask”

Often with Annual Giving Campaigns, the greatest amount of energy is focused on creating materials and planning a campaign launch event. However much of the real work of the campaign occurs after the materials have been shared with the parish and the celebratory “kick-off” has taken place.

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Sample Letters and Templates

 

Pledge Card Templates

Date
Info

06/08/22
Pledge Card Version 1 (3-up)

06/08/22
Pledge Card Version 2 (3-up)

11/10/21
Pledge Card Version 3 (3-up)

06/08/22
Pledge Card Version 4 (Single Sheet)

“Ask” Letter Templates

Date
Info

06/08/22
Ask Letter Template 1: The Newcomer

06/08/22
Ask Letter Template 2: Consistent Pledgers

06/08/22
Ask Letter Template 3: Non-Pledging Households

06/08/22
Ask Letter Template 4a: Increase, No Specific Amount

06/08/22
Ask Letter Template 4b: Increase, No Specific Amount

06/08/22
Ask Letter Template 5: Increase, Specific Amount

Follow-up After the Ask Templates

Date
Info

11/10/21
Progress Tracking Grid (MSExcel)

11/10/21
Progress Tracking Grid (MSWord)

06/08/22
Thank-you E-mail Template (MSWord)

06/08/22
Thank-you E-mail Template (Text)

06/08/22
Week 1: Newbie E-mail Template (MSWord)

06/08/22
Week 1: Newbie E-mail Template (Text)

06/08/22
Week 1: Renewal E-mail Template (MSWord)

06/08/22
Week 1: Renewal E-mail Template (Text)

06/08/22
Week 2: E-mail Template (MSWord)

06/08/22
Week 2: E-mail Template (Text)

06/08/22
Week 3: Part 1 E-mail (TUESDAY) Template (MSWord)

06/08/22
Week 3: Part 1 E-mail (TUESDAY) Template (Text)

06/08/22
Week 3: Part 2 E-mail (FRIDAY) Template (MSWord)

06/08/22
Week 3: Part 2 E-mail (FRIDAY) Template (Text)

06/08/22
Week 4: E-mail Template (MSWord)

06/08/22
Week 4: E-mail Template (Text)