June 8, 2023
Estimated Read Time: 5 min.

Annual Campaigns: It’s Never Too Early to Start

Strat Labs has worked for a variety of nonprofits, and we’ve always dreamed of a world where an End Of Year Annual Campaign is being fully strategized by May, planned by August, and ready to deliver and launch by October. We understand this timeline requires some wishful thinking and serious planning, so for most nonprofits, it’s just not realistic.

Annual Campaigns aren’t easy, BUT they can be even harder to complete with great success if you are trying to pull it all together in October. These campaigns require collecting stories and photos of program participants, getting their consent, pulling data on your programs, cleaning up your donor database, planning events, scheduling donor meetings, printing materials, fixing your mail merge, and licking 1000 envelopes. 

So, why do we all wait till the last minute? Time. Well, it might only be June, but it’s truly never too early to start planning for what is going to be an epic end-of-year fundraising season. If you start building your strategy, we have no doubt that you will be ready to dominate in what will surely be a crowded end-of-year fundraising space.

Here is what Strat Labs suggests you start thinking about in this second half of the year:


Start with Strategy

Build your overall strategy early by determining your messaging and timeline. You can begin this process by following these steps:

  1. Audit previous years’ campaigns. Which messages and designs were compelling to donors, and which aspects can be improved upon?
  2. Put together a campaign strategy. Choose 2-3 goals you’d like to achieve and build your strategy from there. Don’t pick more than that. Keep it tight.
  3. Decide on a campaign theme. What is the story you want to tell for 2020?
  4. Set an operations calendar. Determine important deadlines now.
  5. Develop content. What content is needed to make this campaign successful: newsletters, testimonials, etc.?


Organize your Data

Your campaign is only as strong as your data, so review your donor database now. Is your data up to date and tagged correctly? Do you have current addresses for your contacts? Make sure names are free of grammatical errors (such as all lowercase or uppercase letters), so you can properly personalize and address your communications.

You’ll also want to segment your data if you haven’t yet, and update the tags for each contact. Possible segments might include: volunteers, board members, major donors, other donors, and corporate contacts. This will allow you to target specific groups with relevant messaging.


Audit your Website

What is your website’s user experience? Is your website set up to effectively accept donations and find important information on your organization? Think about how many pages people need to click through in order to find your mission, learn about volunteer opportunities, or make a donation. If it takes too many clicks to find this information, you may lose potential donors along the way. Make it easy for them!


Collect and Build Your Content

There are a variety of content pieces you’ll need for a successful annual campaign. Begin to brainstorm what you’ll need to collect in order to build each piece.

Case Statements

Develop 2-3 case statements that include compelling stories of the work being done coupled with evidence of the societal benefits and the efficient stewardship of donor resources. These case statements will be provided as resources for board members, staff, friends, and others who are interested in generating support for your work.


Begin to update your website content to reflect current stories, current trends, and a new call-to-action. Start writing weekly or monthly blog posts to generate fresh content. You can even task volunteers, board members, or corporate sponsors to guest write posts. Beginning in September, your website should start to reflect your annual campaign “theme” and messaging. 


Prepare for Campaign Execution

Social Media

We recommend building a content calendar that outlines which messages you want to communicate on each day leading up to your annual campaign. Start thinking about other ways to expand your social media presence, such as working with influencers. Are there any influencers or celebrities that may be interested in supporting your target population? Reach out now and see if they are willing to educate their audience on your mission. Would paid advertisements make sense for your organization? Try testing small amounts, even as low as $50.

Community Engagement

Start planning for community engagement activities, such as small in-person events, virtual events, or crowdfunding campaigns. Determine the timeline and resources needed for each event so you have enough time to secure hosts or speakers, prepare and send invitations, and design collateral for your attendees.

Direct Mail

Determine which segments will receive direct mail pieces and how those pieces should differentiate. For example, you may want to include a handwritten note for major donors. Begin to imagine the design of your mailer and understand what messaging and photographs you’ll need in order to make your vision a reality.

Public Relations

What story will the press want to hear? Build the narrative now by collecting stories, quotes, and examples of success. Identify news sources and blogs (both local and national) that may be interested in your story, and build a contact list of reporters from those organizations. You’ll then be ready to pitch your story in conjunction with launching your annual campaign. 

Don’t Forget to Thank Your Donors!

Plan your “thank you” process now as well. Can your “thank you” messages be automated? How will each donor be thanked? Consider email, handwritten notes, and phone calls. The “thank you” process may be different based on the donor’s monetary donation size. Determine the timeframe you’d like to send “thank you’s” within, and create a plan around it. You can build your email templates and draft your call scripts now so that you can thank donors in a timely manner.

If you made it this far, you understand it’s a long to-do list, so get that annual campaign strategy team call on the calendar and bring this checklist along. Need more hands-on guidance? Contact Strat Labs today and see how our team can help ensure this year’s EOY campaign success!

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