647. Your Year-End Campaign Playbook: Launch Your Most Generous Season Yet (Jon + Becky)

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Overview

Feeling the year-end crunch? Wondering how to balance fundraising, community care, and your own well-being without feeling overwhelmed? 🫠

In this episode, Jon and Becky bring you the “End of Year Playbook,” a playbook packed with practical tips to help you navigate the busy season with confidence and calm. We know year end can feel overwhelming, from fundraising pressures, keeping your community engaged, and balancing it all while trying to take care of yourself. 🧘

Bringing back form the podcast vault, we’ve featured some amazing guests like Woodrow Rosenbaum, who shares what really moves donors, Caroline Griffin with clever marketing ideas that don’t break the bank, Jeff Rosenblum on how to rise above the noise, and Lindsey Fuller reminding us why taking care of ourselves matters just as much as the work we do.

This episode is full of actionable advice to help you tell stories that stick, create campaigns that truly matter, and spark the ripple effect that keeps your community and your impact, growing strong. We’re here to cheer you on as you step into the most generous and impactful time of the year. 🩵

Resources:

WAFG End of Year Checklist: https://www.weareforgood.com/eoy

Learn:

  • Data insights can guide effective fundraising strategies.

  • Storytelling is crucial for engaging donors and conveying impact.

  • Clarity in goals and messaging enhances donor engagement.

  • Nonprofit professionals must prioritize their wellness and growth.

  • Building a movement requires inviting others to participate.

  • Effective campaigns connect personal stories to broader missions.

  • Community events can provide support and connection during busy seasons.

  • Self-care is essential for sustaining nonprofit work.

  • Empower your team and community to share their stories.

5 Questions to Craft Compelling Narratives of Transformation:

  1. Tell us about the person—not their name or title—what lights them up, their interests, and hobbies.

  2. What challenge or barrier are they facing?

  3. How did your mission intervene? Where is that pivotal moment?

  4. Let’s talk about the transformation. What’s possible now?

  5. What’s the ripple effect of that change?

  6. This framework helps you uncover authentic stories that connect and inspire action.

If we can get one story and really unpack why your mission showed up, how they showed up, what it did for this person’s life, that’s really interesting content.
— Jon McCoy | Co-Founder + CEO, We Are For Good.

Episode Transcript

Download Full Episode Transcript Here

Episode Highlights

  • Data-Driven Insights for Nonprofits (02:48)

  • Building a Playbook for Year-End Campaigns (04:14)

  • Storytelling as a Tool for Connection (06:00)

  • The Importance of Clarity and Goals (07:08)

  • Wellness and Growth in Nonprofit Work (09:14)

  • Creating a Supportive Community (09:25)

  • Visionary Insights with Woodrow Rosenbaum (10:01)

  • Marketing Strategies with Caroline Griffin (20:00)

  • The Power of One Storytelling Framework (25:00)

  • Community and Wellness with Lindsey Fuller (35:00)

  • Powerful Quotes

  • "Clarity of goal is crucial. We love a good undesignated fund, but if there’s no urgency or clear reason for people to respond, what happens if this doesn’t get funded? To inspire action, we must give people a clear and kind reason." - Jon McCoy

  • "You don't need a big budget and you don't need a huge team to have a really formidable impact." - Caroline Griffin

  • "Our volunteers are going to feel it. Our staff is going to feel it. And if you are a leader listening to this, modeling this is of the utmost importance to your team." - Becky Endicott

  • "Generosity is steady, but people will give when we invite them. It's not just passive." - Woodrow Rosenbaum

  • "If we can get one story and really unpack why your mission showed up, how they showed up, what it did for this person's life, that's really interesting content." - Jon McCoy

  • “Develop something you've never tried before. Surprise and delight your existing supporters.” - Caroline Griffin

  • “"Even during the busiest seasons, it is crucial and paramount not to lose sight of you and your team's wellness and growth.”- Becky Endicott

  • "This framework is going to center humanity. It's going to center impact." - Becky Endicott

  • "Clarity of goal is really important to pair with this because we love a good undesignated fund."- Jon McCoy

Episodes Mentioned:

478. Using Data to Power a More Generous World (Woodrow Rosenbaum)

Episode Shownotes | LinkedIn

346. Habits of an Impactful Digital Fundraiser - Caroline Griffin


Episode Shownotes | LinkedIn

Jeff Rosenblum on ImpactUp: Hold Fast which you can access by joining our membership

LinkedIn

Check out Jeff’s Previous Episode:


592. Microdosing Wellness + A Year-End Reflection - Jon McCoy, Becky Endicott, and Lindsey Fuller

Episode Shownotes | LinkedIn

Connect with Jon

LinkedIn / Email / Instagram

Connect with Becky

LinkedIn / Email / Instagram

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