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When Ruth Messick, Executive Director of Berger Health Foundation in Ohio, mails her fall appeal this
year, it will not be the first time she has informed her donors about the benefits of giving before the end of
the year. Why is she such a believer in the year-end mailing, and what can you learn from her successful
efforts? Give & Take recently talked with Ms. Messick to find out more about how year-end marketing can
yield a variety of benefits.
Emphasizing year-end giving works well
From her first days in development at Houghton College, Ms. Messick has relied on The Sharpe Group
over the years to provide year-end brochures to complement her development
efforts.
“In my 29 years in fund raising, I have worked at a spectrum of organizations,
from higher education to health care,” Ms. Messick says. “The last three or four months of the year
can be the window through which many groups receive 60 to 70 percent of their annual income. Over
the years, year-end appeals, and those that include Sharpe materials in particular, have brought very
positive response, both in terms of numbers and overall dollars raised.”
Her year-end mailings generally include a cover letter, a Sharpe yearend brochure, a
response device, and a return envelope. Over time, she has found that the more she
personalized her year-end package, the better her response was.
“Sometimes we have five versions of our cover letter—one to top donors, one to lapsed
donors, one to non-donors, etc.,” Ms. Messick explains. “Sometimes we personalize
the response device. And, one year, at the suggestion of our Sharpe representative, we
coordinated our cover letter design to match the look of the Sharpe brochure we were sending. The response to that
mailing was 40% higher than the response the year before! It was amazing!”
Past experience guides today’s plans
Ms. Messick has been at the helm of the 4-year-old Berger Health Foundation, which supports
the public Berger Hospital, for three years. While mailings at year-end have always played an important
role at the various organizations she has been associated with, she
notes that her last two year-end appeals at the Foundation have been largely informational. “While
Berger Hospital is 77 years old and well-known in the area, the Foundation is new,” Ms. Messick explains. “For the past two years,
our year-end mailings have helped explain to the community who we are and why we exist.”
This year, Ms. Messick is eager to not only continue spreading the word about the Foundation’s mission,
but also to explain to donors how their past gifts are impacting
patients today. “This year’s end-of-the-year appeal will take much more of a human interest approach
because we have our own stories to tell,” she says. “In our cover letter, for example, we will be able to tell
our donors how the Foundation helped a 42-year-old mother of four fighting breast cancer afford her
chemotherapy treatments after her husband died suddenly and she needed financial assistance. These
are the kinds of stories that donors
want to hear about.”
With the loss of manufacturing jobs affecting the local economy, Ms. Messick also plans to focus this
year’s mailing on past supporters rather than non-donors. “We plan to reach our non-donors through other
means, such as our newsletter,” she says. “We are very aware that people often don’t give simply because they
are not asked, and they don’t give a second time because of how they were treated when they gave the
first time. We must be responsible stewards.”
Congratulations
...to John Jensen, senior vice president and consultant with The Sharpe Group, based in
Washington, D.C., on being named to serve on the national board of the National Committee
on Planned Giving.
 We asked Ruth Messick for
some advice about how to implement a successful year-end mailing. Here are a few of her tips:
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Use your cover letter(s) to tell your story. Don’t use your cover letter to simply reiterate
what is in the brochure about how to best make gifts. Tell your donors about the good work
your organization is doing. Ms. Messick plans to segment her donor base this year according
to those who have contributed to specific programs, and then use special cover letters to explain
how gifts to each program are helping real people. “We have received several gifts earmarked
for our cancer center, which is two years old now,” she says. “So I will write one
year-end cover letter detailing the story of a specific cancer center patient who was helped
by the Foundation. That letter will be sent only to cancer center donors. I will write other
program-specific cover letters as well, and we will segment our list accordingly.”
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Follow-up with those who give. Thanking donors for their year-end gifts is not only part
of successful stewardship, it can also lead to more gifts in the future.
“After receiving a $50 year-end gift from a first-time donor, I called to let him know we
appreciated his generosity,” says Ms. Messick. “Later, this donor helped establish a fund
at the Foundation that helps patients pay for things not covered by insurance, such as
home and auto repairs and utility bills. He has helped raise $17,000 for this fund
so far. And all of his giving began with that one $50 gift in response to a year-end appeal.”
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Keep in touch with your donors throughout the year, not just at year-end.
Ms. Messick says it best: “If our donors don’t just hear from us when we want money, and we
are listening to them and being responsible stewards throughout the year, then the year-end
appeal will be more successful.”
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