For the thousands of charities that operate on fiscal rather than calendar year-ends (most commonly June 30/July 1 end and start dates), actions taken in the spring may be especially important to help ensure a strong finish. Here are some stewardship ideas for fiscal year-end gifts from both current givers and planned giving donors:

1. For current givers: Carefully review your fundraising appeals and segment solicitation based on giving history, with special attention to people who have given in the past but have not contributed during the current fiscal year. Remind them of their prior support and let them know that they still have until June 30 to be counted as part of this year’s efforts.

   For larger prospects, consider personal calls or visits. Finally, make sure that pledge reminders are sent in time for people to respond in the current fiscal year.

2. On the planned giving side: Send handwritten notes to your donors. Legacy donors who raise their hand during life and are stewarded over time become more generous annual givers (and are elevating your organization to the status of a family member)—don’t be afraid to ask them for current gifts! Review all planned giving proposals that have been made over the previous year and reach out to those with open proposals. Examine your open estate files and contact the attorneys, executors or trustees to close estates and expedite trust terminations.

   Another idea is to ask your current life income clients if they still need the income from their charitable remainder trust or charitable gift annuity. They can choose to terminate the trust and receive an additional tax benefit as well as make an impact on your current giving. Finally, offer wills, gift and estate planning seminars this spring, as milder weather and more daylight hours may boost attendance.

Follow the numbers

Don’t forget to examine your budget and make any necessary adjustments for the coming fiscal year. Depending on the circumstances, you may find funds available that would otherwise be lost unless expended before the fiscal year ends. If you do find some budget dollars, consider investing in yourself with some training or continuing education.