Webinar: Your Year-End Questions

Our December webinar was all about YOU. We opened the floor for your most urgent year-end questions, and our team spent the hour providing direct, expert solutions. Catch the full replay with Marisa Post, Steph Williams, and Denise Woodin to ensure your database is ready for the finish line. This is a slide-free, demo-free zone dedicated to honest answers and stress-free closing. We’re in this with you!

Key takeaways:

• Key Metrics and Reporting: Focus on donor retention and “LYBUNT” lists to identify lapsed supporters, as it is far more cost-effective to re-engage past donors than to acquire new ones.
• Year-End Tax Statements: Clean and verify your data in a spreadsheet before merging to ensure complex gifts, such as soft credits and donor-advised funds, are accurately represented for the donor.
• Technical Tips for Database Management: Always use the postmark date as the official gift date for checks received in January to ensure the donor receives tax credit for the year the funds were mailed.
• Stewardship and Strategy: Transform the mandatory tax statement into a stewardship tool by adding personalized notes or automated “anniversary” emails to celebrate the donor’s impact.