Giving Tuesday: The 3 Reports to Build Now
Which of your past Giving Tuesday donors could be giving ten times more? What has to be in place before December for that to happen? And how much of that work starts in September?
Giving Tuesday is the single biggest fundraising day of the year for many organizations, and donor retention across the sector remains stubbornly low. Most teams arrive at December 1 with a campaign but without a prioritized list, which means the donor worth $50 million gets the same ask as everyone else.
In this session, Windfall's General Manager of Nonprofit, Kyle Curry, and VP of Marketing Kathleen Atkins show how fundraising teams can build that prioritized list in the next few weeks, starting with three reports you can pull from your CRM today. See the playbook Kyle ran with a nonprofit last year, generating four Giving Tuesday renewals in the first hour of calls, including one donor who had been lapsed for years.
This session explores:
- The three reports to build before September ends
- Why your last-three-days-of-December donors are your most likely itemizers, and what that tells you about their capacity
- How to layer wealth data on past giving to decide who gets a renewal ask and who gets a major gift conversation
- What to run in September and October so your November ask is not your first touch of the year
- Bonus: How Windfall's AI recommended segments build your Giving Tuesday list in one click
Presenters
Kyle Curry
GM, Nonprofit
Kathleen Atkins
VP of Marketing