From data to donations: craft personalized year-end appeals

Effective end-of-year fundraising isn’t one-size-fits-all. Learn how to segment current, lapsed, retained, and prospective donors—and craft appeals that match their giving history and capacity. This session gives you practical tools to personalize outreach, suggest the right gift amounts, and inspire stronger donor engagement when it matters most.

Learning objectives:

• Segment donors for a smarter year-end strategy
• Tailor your message approach to match donor motivations
• Use data to guide confident, capacity-informed gift asks
• Automate workflows to deepen donor relationships long-term