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.

Introduction to the Toolkit

NEW: Parish Request Form for 2022 Annual Giving Campaign Customized Video

The Financial Resources Committee is excited to invite congregations to take advantage of a new resource this year. Parishes in the Episcopal Diocese of Washington that use the Annual Giving Campaign toolkit’s 2022 theme – See, I am Doing a New Thing – may request a free customized video that includes the name of their parish to support their stewardship efforts.

Parish leaders who complete this form by Monday, August 15 date will receive their customized video by Thursday, September 1. Unfortunately, due to the production schedule, requests made after August 15th cannot be accommodated.

FILL OUT THE FORM

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

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

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

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

“Ask” Letter Templates

Date
Info

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

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

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

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

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

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

Follow-up After the Ask Templates

Date
Info

11/10/21
Progress Tracking Grid (MSExcel)
11/10/21

11/10/21
Progress Tracking Grid (MSWord)
11/10/21

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

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

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

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

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

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

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

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

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

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

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

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

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

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