MAY 3-Part Challenge
Step by Step
1 Request and Review your 13-Month Report
Click here to send an email to Lynette Nice to request your report.
The 13-Month Report is an overview of your ministry partners’ giving patterns over the previous 13 months. The table includes their contact info as well as monthly and yearly giving averages and other information that is helpful when planning for your future.
2 Email Update
Action Steps:
Update Ministry Partner email addresses and add new contacts to your database
Draft email ministry update
Ask someone to proofread your update
Send email ministry update
3 Contact Lapsed Partners
Action Steps: (No lapsed partners? Then just send your newsletter and you are done!)
Determine which ministry partners’ giving patterns have changed or decreased by reviewing your 13-Month Report or your staff account in Acumatica.
Click here to access the “Lapsed Partners Template”
Contact lapsed partners by calling them. (Some people prefer to send an email or a text checking in and alerting the ministry partner that you will call them at a specific time on a specific day. The main thing is to call them and check in.
After connecting with the ministry partner, update your records based on their future commitment.
Send a handwritten thank you note to partners who are rolling off your ministry partner team thanking them for their many year partnership.