tax appeals

Published on June 23, 2016 by

Will you make your tax appeal target?

Will you make your tax appeal target?

Will you make your tax appeal target?

One week out from 30 June and I’m checking in with the charities I work with to see where fundraising income is up to for their tax appeals. So where is YOUR non-profit up to? At this point, if you’re not up to at least 50% of your tax appeal target, I can pretty confidently say you won’t reach it. (Please see the disclaimer below though.) Personally, I prefer it if my fundraising clients are closer to 70% at this point. But yes, if you run a standard direct mail tax appeal ...

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Published on February 16, 2016 by

Save this 9-point thinklist for your tax appeal

Save this 9-point thinklist for your tax appeal


I’m deliberately posting this early in the year so you have TIME to think on these things.

And it’s deliberately called a thinklist. Not a checklist.

Because I’m urging you not to just tick them off.

These may sound basic to some of you who have been in fundraising for years. But I notice many non-profits, even the big ones with extensive direct mail programs, still don’t have these right.

And they can be deceptively difficult to get right.

  1. Do you have urgency in your appeal? If donors can’t see why they must DONATE NOW… it’s not ...
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Published on June 25, 2014 by

Only 5 days to go! 10 last-minute suggestions for your EOFY emails

I’ve spent a good part of the last few weeks writing emails to support direct mail appeals. As part of this, I pulled together a whole lot of results from various email campaigns – both my own and others – from various sources.

I’ve found a lot of results have been contradictory. I suspect this is the case for several reasons. These include how the donor email address was acquired and different levels of donor engagement. The quality of email content. What else the donor has been receiving via email. The list goes on.

So I provide the following list ...

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Published on April 2, 2014 by

The 3 biggest issues I’m seeing right now with 2014 tax appeals

Sorry to all for not being more regular with posts but I’ve been working very hard on several tax appeals – possibly even yours!

One thing I find very interesting. Sometimes more attention seems to be paid to haggling over minor phrasing than to issues that will actually make the biggest difference to appeal results. Hence this post.

The issues causing me the most concern as I try to get the best possible results for clients are these:

1. Getting appropriate stories and images

For some reason, people seem to think that getting beneficiaries or field workers to say nice ...

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