I’m thrilled to announce the release of my first book, The Smart Guide to a Smarter Annual Appeal.
Written specifically for small nonprofits, this guide shares the tools I’ve developed over years of managing fundraising appeals. Beyond just teaching you how to write a letter, it’s about strategic and tactical implementation of a successful appeal package.
I share my 10-phase process that walks you step-by-step through the entire project including budgeting, writing, mailing list development, designing, printing, mailing, and measuring your appeal.
I created a 25-page workbook where you’ll work through every decision and calculation, organize your donor data, and structure your content. When you’re done, you’ll have a record of exactly what you did, how you did it, and what to do differently next time.
As a bonus, I’ve included 5 downloadable spreadsheets, available as downloadable electronic copy as well as a hard copy. Each is entirely customizable for your project.
Appeal Budget with pre-filled formulas for projections and actuals.
Mailing List Development Analysis Worksheet to help you determine who to include in your mailing.
Design and Print Specifications Worksheet to send straight to your designer or printer.
Production Schedule and Timeline with detailed task list and recommended timeline.
Evaluation and Analysis Spreadsheet to auto-calculate each measurement of your appeal’s performance.
I spent over two years researching answers to questions that always seemed to pop-up during the planning process, such as how to manage an appeal with multiple segments, how to structure ask strings, and how to predict costs of a new package or design.
Other helpful tools for you:
- 4 recommended appeal packages, with exact sizes of each piece.
- Printing price chart that estimates printing costs, based on your mailing numbers and package design.
- “Anatomy of an Appeal” formula that you’ll use to structure your letter.
- Checklist of everything your designer and printer needs to know about your project.
- My favorite tips and tricks.
I’m proud of this work and excited to share it with you!