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Fundraising campaign

Prepare the goal, donation account, story and channels, run the campaign and thank everyone – planned from the campaign start.

Churches

  • 5 lists
  • 15 cards
  • 4 checklist items

Opens Contals: you choose the workspace, the date and the language, then the board is yours.

Fundraising campaign

Preparation

  • Finance

    Set the goal and purpose

    6 weeks before the start

  • Finance

    Prepare the donation account and QR bill

    4 weeks before the start

  • Communication

    Collect the story and pictures

    4 weeks before the start

  • Communication

    Check consent for photos

    3 weeks before the start

  • Partners

    Ask partners and supporters

    3 weeks before the start

Communication

  • Communication

    Write the appeal letter

    3 weeks before the start

  • Communication

    Plan social media posts

    7 days before the start

    Checklist: Posts (4)
    • Launch post
    • Progress update
    • Final call
    • Thank-you
  • Communication

    Newsletter and website

    7 days before the start

  • Communication

    Announcement in the service

    on the start date

Campaign running

  • Campaign launch

    on the start date

  • Communication

    Share the progress

    2 weeks after the start

  • Communication

    Final call

    4 weeks after the start

Thank & close

  • Thank-youDonors

    Thank-you letter to all donors

    5 weeks after the start

  • Finance

    Send donation receipts

    6 weeks after the start

  • Communication

    Report the result and impact

    8 weeks after the start

Done

    What is on the board

    Every list and card the template creates. Labels, dates and checklists come with them; nothing is assigned to anyone yet. Due dates count from a start date, which you pick when you create the board.

    Labels

    • Communication
    • Donors
    • Partners
    • Finance
    • Thank-you

    Custom fields

    • Owner
    • Target (CHF)
    • Channel: Letter, E-mail, Social media, Service

    Power-Ups switched on

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