Giving Season Prep
Giving Tuesday and year-end bring in more than any other weeks of the year, and they're when a wrong segment or a missed opt-out costs the most. We get your HubSpot and Blackbaud Raiser's Edge NXT® data ready before the season starts, stay with you through December, and report on what worked in January.
Booked each summer for that year's season, and included in Ongoing Support.
September to January. Already in giving season? The Year-End Appeal Check is $2,500.
Who it's for
Organizations running HubSpot and Raiser's Edge NXT together that want their biggest appeals of the year to go to the right people, with the right message, and be easy to track.
What you get
- A giving season plan with dates and owners
- Segments for each appeal, checked against Raiser's Edge NXT
- Opt-outs and suppressions confirmed before every send
- Thank-you workflows tested
- A dashboard your team can watch daily in December
- A January report on what was raised and what to change next year
What we do
Plan and check the data
A 90-minute planning session with development and communications: which appeals, to whom, on which dates, and who owns each piece. Then a data check for duplicates, bounced emails, records not syncing, and the constituent codes that decide who gets which appeal.
Build and test
Segments for lapsed donors, last year's year-end donors, monthly donors, major donors and prospects, board and volunteers, each matched against Raiser's Edge NXT. Opt-outs and suppressions confirmed on every appeal, thank-you workflows tested with real gift amounts, and the December dashboard set up.
Check every send
A review of each Giving Tuesday and year-end send before it goes out: list, suppressions, links and personalization. Then 15 minutes a week through December 31 to look at the dashboard together and adjust.
Report on the season
What was raised, from which segments and appeals, how email performed, and what to change next year.
What we need from you
- HubSpot admin access
- Your appeal calendar and messages as they're drafted
- Someone from development and communications at the planning session
- 15 minutes a week in December
Not included
Writing or designing the appeals, and data changes in Raiser's Edge NXT. We'll send your team a list of anything to fix there.
Already in giving season? The Year-End Appeal Check
$2,500 · Two weeks
In two weeks we check your year-end segments against Raiser's Edge NXT, confirm opt-outs and suppressions on every appeal, review each send before it goes out, set up a dashboard to watch December gifts, and give you a short January report on what to fix before next year.
If you book Giving Season Prep for next year by June 30, what you paid comes off its price.
Questions
Why start in September?
Segments, data cleanup and testing take time, and fixing them in late November means rushing the sends that matter most. Starting early means December is about watching gifts come in.
Do we need RaiserSync?
It helps, because the segments use giving data from Raiser's Edge NXT. If you use another connector, we'll check what data is in HubSpot during the planning session.
Is this part of Ongoing Support?
Yes. Ongoing Support clients get Giving Season Prep every year as part of their plan.
Want to talk it through first?
Book a 30-minute call. We'll learn how your giving season runs today and when to start.
Blackbaud and Raiser's Edge NXT are trademarks or registered trademarks of Blackbaud, Inc. RaiserSync is a product of Yodelpop. HubSpot is a registered trademark of HubSpot, Inc.