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The 4-Step Messaging Formula for 
Raising More Money with Your 
Fundraising Appeals 
Caryn Stein 
Vice President, Communications and Content 
Network for Good
Our agenda today: 
• Year-end fundraising stats 
• Why people give 
• A formula you can use for better appeals 
• Where the formula can “go wrong” 
• Applying the formula 
• Clinic Q&A
The importance of year-end 
fundraising.
Source: Digital Giving Index, Network for Good
Giving Spikes: Disaster and December 
Source: Digital Giving Index, Network for Good
Reality check. 
Why do people give?
Source: Hope Consulting/Money for Good, Why People Give
#1) Personal Ties: People who give to 
organizations when they know the 
leadership or when they are asked by a 
friend 
#2) The Repayers: People who give to 
causes or organizations that have directly 
affected their lives
Your job: 
Inspire, then ask.
The 4-Step Formula
Step 1. 
Why me?
Source: Purdue University
Tips: 
• Segment your outreach 
• Tap into identity 
• Focus on your donor’s impact
Step 2. 
What for? 
Source: Dance Theatre of Harlem
Source: International Rescue Committee
Tips: 
• Tell a story 
• Be tangible 
• Be prescriptive
Source: American Cancer Society 
Step 3. 
Who Says?
Source: Gardens for Health
Tips: 
• Switch up your messenger 
• Make your message personal 
• Show your social proof
Step 4. 
Why now?
Source: LIFT
Tips: 
• Provide a deadline 
• Offer an incentive 
• Illustrate the consequences
What wreaks havoc 
with the formula.
Don’t: 
 Forget to spotlight the donor 
 Neglect to tell a story 
 Forget to focus on one person, one 
problem, one point 
 Go crazy with statistics 
 Get carried away with your need
Applying the formula.
Dear SSaamm,,
Why Me? 
What for? 
Why Now? 
Who Says? 
Who Says? 
Dear Sam,
4-Step Messaging Formula for Fundraising Success
Why Me? 
What for? 
Why Now? 
Who Says?
4-Step Messaging Formula for Fundraising Success
4-Step Messaging Formula for Fundraising Success
Dear Sam,
Dear Sam, 
Why me? 
Why now? 
Who says? 
Why me? 
What for?
4-Step Messaging Formula for Fundraising Success
Last thought: 
Work at it until it’s really good.
To learn more about online 
fundraising and nonprofit marketing, 
join us for a free webinar: 
www.nonprofit911.org 
Thank You! 
www.networkforgood.com 
@caryn74 | @Network4Good

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4-Step Messaging Formula for Fundraising Success