As the year winds down, fundraising professionals are gearing up for one of the most crucial times for donor engagement and giving. With the right tools and strategies, powered by artificial intelligence, your team can take year-end campaigns from good to extraordinary. From message drafting to data analysis, AI solutions can simplify the workload and enhance donor experiences. Here’s how AI can be your ultimate ally in crafting the perfect year-end giving campaign.
1. Use ChatGPT to Help Draft Strategic Campaigns
AI-powered tools like ChatGPT can provide a significant advantage when planning your year-end strategies. A few simple prompts can help jumpstart your campaign by unlocking detailed and targeted ideas. Here are some examples of useful prompts:
- Annual Giving Officers: “Draft a comprehensive year-end campaign plan that includes segmented messaging for first-time, repeat, and lapsed donors, with sample emails and a timeline.”
- Major Gifts Officers: “Create a high-touch communication plan for major donors, complete with call scripts, meeting agendas, and AI-driven personalized follow-up strategies.”
- Communications Directors: “Design a content calendar that outlines integrated messaging for emails, social media, and direct mail, and include sample copy emphasizing urgency and gratitude.”
Why It Works: ChatGPT helps streamline brainstorming and planning, offering fresh insights and detailed content ideas that can be tailored to your specific needs.
2. Leverage EverTrue’s AI Assistant for Effortless Year-End Task Management
EverTrue’s AI Assistant is designed to help you manage year-end giving campaign tasks on the go. This smart tool can quickly draft December outreach emails, create follow-up tasks, and log year-end donor interactions, all within a few clicks.
- Quick Summaries: Before a donor call or meeting, EverTrue’s AI Assistant provides at-a-glance summaries of past giving, recent interactions, and recommended follow-up actions—ideal for those high-stakes, year-end asks.
- Create Contact Reports in Seconds: After your meeting, just type or dictate your notes to the AI Assistant, and it will swiftly generate a complete contact report for you!
Why It Works: The AI Assistant makes it easy to stay organized on the move, ensuring that every interaction is timely and intentional during this high-impact season. With AI doing the prep work, you can focus on delivering meaningful outreach.
Note: EverTrue’s AI Assistant is currently only available in iOS.
3. Log Year-End Donor Engagement with Signal’s Quick Interactions Feature
During the year-end rush, tracking every donor interaction is essential. Signal’s Quick Interactions feature uses AI and automation to save you valuable time. The Quick Interaction Feature provides:
Pre-populated Interaction Forms: Your interaction forms will be filled out with the help of AI ahead of time.
Automated Call Descriptions: After each year-end donor call, Quick Interactions captures a summary of the engagement, making it easy to log multiple conversations in one day.
Why It Works: During the hectic year-end period, Quick Interactions ensures all outreach is tracked and saved. It keeps everyone on the same page, helping teams prioritize follow-ups and prevent duplicate communications.
4. Use ThankView’s AI Message Drafting Tool to Save Time and Inspire Ideas
Crafting personalized messages for each donor can be challenging, especially during the busy year-end giving season. ThankView’s AI Message Drafting Tool simplifies the process by helping you create thoughtful email and landing page copy quickly, so you can focus on what matters most: engaging with your donors.
- Quick Drafts for Busy Teams: With a few clicks, generate message options that reflect the tone and warmth you want to convey, whether you’re sending a thank-you email, an event recap, or a campaign update.
- Consistent, Tailored Messaging: Keep your communications aligned across all donor touchpoints, without spending extra time on repetitive drafting. The tool offers ideas that are easy to adapt, helping each message feel meaningful and personal.
Why It Works: ThankView’s AI Message Drafting Tool removes the pressure of starting from scratch, providing you with a solid foundation to build on. By streamlining the initial drafting process, you can create high-quality, consistent messaging that aligns with your campaign goals—even when time is tight.
AI is changing the game for fundraising professionals, making it easier to plan, execute, and optimize year-end giving campaigns. With the power of ChatGPT, Signal, and ThankView, fundraisers can craft meaningful, data-driven, and highly personalized donor experiences without the typical stress of year-end rushes.
Ready to see how AI can supercharge your year-end giving strategy? Dive into these tools and prompts to create a campaign that truly resonates with your donors and maximizes impact.