Gratona/ Atlas

APPEALS & DONOR CHOICE

The Deadline Has to Be Real

Write an urgent appeal your program and finance teams can stand behind.

Finish an appeal claim brief: confirm what is actually at risk, set a date you can defend, say where gifts go and decide what you’ll send if the facts change.

Go to the messages and worksheet ↗

The decision

The finding in its setting

Tanner (2026) compared two Charles Darwin Foundation campaigns sent to 3,983 previous donors. One reported that a species had gone extinct; the other that a species believed lost had been found. About 2.1% of donors gave to the extinction campaign and about 1.2% to the rediscovery campaign.

Both campaigns reported something that had happened, to people who already supported that conservation work. The study didn’t reword one program as a loss, and it gives no reason to describe a loss nobody has confirmed. Nor does it show that loss framing doubles giving for other organizations. It supports a narrower point, that a true account of a loss can draw a response from people who already care about the work.

Three things that get called a deadline

Appeal drafts often treat three different situations as one. A program consequence means a specific service will stop, shrink or not start on a known date unless money arrives, and someone with authority has said so. A finance shortfall means the budget is short. That’s real, but a gap in the general budget rarely means one particular service ends on one particular day; the organization may draw on reserves, cut elsewhere or finish the year in deficit. A calendar date is one the campaign chose: the end of the tax year, the last day of the appeal, the day the printer needs copy.

Each supports different words. Only a confirmed program consequence lets you say something will be lost. A shortfall lets you describe the gap and what gifts will help with. A calendar date lets you ask for a gift by that date and say why you chose it, without implying anything happens to the program afterwards.

What you have decides what the appeal can say
What you haveWho confirms itThe appeal can sayThe appeal can’t say
A program consequence with a decision dateThe program lead confirms what is at risk. Whoever decides, such as the director or board, confirms the date and the condition.What will stop or not start, from when, and what the decision depends on.That more is at risk than the confirmed service, or that one gift decides it.
A finance shortfallFinance confirms the amount and the period.The size of the gap and what gifts to this appeal support.That a named service ends unless the gap closes, unless someone has decided that.
A matching gift with an end dateFinance or the funder confirms the terms in writing.The match amount, its terms, its end date and what happens if it’s met early.That the program depends on the match, unless that is separately confirmed.
A date from the campaign calendarNobody needs to. It’s your date.A request to give by that date, and why you chose it.That anything is lost after it.
A consequence nobody can confirm in timeNobody, yet.What gifts make possible, with no deadline.Any loss, until it’s confirmed.

Where the money goes

A second claim usually travels with the deadline: what a gift buys. “Gifts to this appeal support our after-school program” and “Your $500 gives a child a place” describe different arrangements. The second implies the gift is spent on that place, which is only true if your organization records and uses it that way. Ask finance how gifts made through this appeal will be recorded before you choose the wording.

If gifts go to a general program fund, you can still show what things cost. “A Saturday place for the spring term costs about $500” gives donors a sense of scale, provided the same paragraph says gifts support the whole program. Write the calculation into the brief and have finance check it, so whoever answers a donor’s question can show where the figure came from.

Plan for the facts to change

The facts behind an appeal keep moving after the copy is approved. A grant arrives, the board changes its plan, a building fails an inspection. Before sending, decide who will tell you if the consequence changes, what you’ll send instead and how you’ll correct anything already out. Write the replacement version at the same time as the first, while the facts are fresh, and get it approved in the same sign-off.

Verify the consequence with the program lead, the date with its source, and the use of gifts with finance. Write the appeal from confirmed facts. If a fact changes, change the message before sending.
Check what kind of date you have before choosing the words.

The study

Worked case

The worked cases and templates use invented people and organizations.

The sentence in the draft

Millbrook After School runs a weekday program for 60 children, Monday to Thursday, funded through June by a city contract and two foundation grants. In September it added a Saturday morning session for 24 children whose schools had referred them for extra help with reading and maths. A one-off grant pays for Saturdays until December 12.

On November 4, Ama, the development director, receives the year-end email draft. Its opening line reads: “This winter, 60 children could lose their after-school place unless you give by December 31.” The appeal is scheduled for November 17. Ama opens a claim brief and checks each part of the sentence with the person who would know.

What Ama checked (invented case)
Part of the sentenceWho Ama askedWhat they confirmedWhat changes
60 childrenJonah, program director60 children attend on weekdays. 24 attend on Saturdays, all referred by their schools.Use 24, and name the Saturday session.
could lose their after-school placeRosa, finance directorThe weekday program is funded through June 30. No weekday place is at risk.Only the Saturday session is at risk. Say so, and say the weekday program is safe.
this winterJonahThe last funded Saturday is December 12. A spring term would run 20 Saturdays from January 9 to May 29, with no session on April 3.Name the dates.
by December 31Dee, executive director, and the board minutes of October 22The board decides on December 10, using gifts and written grant commitments received by December 8. December 31 came from the campaign calendar.The date in the appeal becomes December 8.
unless you giveRosaGifts to the appeal go to the after-school program fund, which pays for weekdays and Saturdays. The board counts them toward the Saturday decision. If Saturdays end, or more is raised than Saturdays need, the money supports weekdays.Explain what gifts support and what happens in each case. Don’t say a gift buys a place.

The cost, and the condition

Jonah and Rosa cost the spring term together. The funder of the autumn grant has agreed in writing that $3,000 left unspent can be used in the spring.

Spring Saturday session, 20 sessions (invented figures)
LineCalculationAmount
Tutors2 tutors × 4 hours × $30 × 20 sessions$4,800
Site lead5 hours × $40 × 20 sessions$4,000
Snacks and materials24 children × $3 × 20 sessions$1,440
Building opening fee$88 × 20 sessions$1,760
Total cost$600 per session × 20 sessions$12,000
Already confirmedUnspent autumn grant, funder’s written approval on October 28$3,000
Still needed by December 8$12,000 − $3,000$9,000

The board minute sets the condition. If $12,000 is confirmed by December 8, all 20 Saturdays run. If less is confirmed, Millbrook will run as many full sessions as the money covers, at $600 each, as long as that’s at least ten. With less than $6,000 confirmed in total, which means less than $3,000 raised, the Saturday session ends on December 12 and families hear that week.

A spring place costs $12,000 ÷ 24 = $500. The appeal can use that figure to show scale, in the same paragraph that says gifts support the whole after-school program.

Ama’s decision

The appeal goes out on November 17 about the Saturday session, with December 8 as its date and the board’s condition stated plainly. December 31 comes out of the copy, along with the 60 children. Jonah and Rosa agree to tell Ama the same day if a grant decision or anything else changes the gap. The replacement version is approved in the same sign-off, so the team can switch without another round of review.

The appeal email

Sent November 17. Every figure and date matches the claim brief.

The appeal email
Subject: Saturday mornings at Millbrook, after December 12 Hi [first name], Since September, 24 children have spent Saturday mornings at Millbrook working on reading and maths with two tutors. Their schools referred them because they needed extra help. The grant that started the session pays for Saturdays until December 12. Our board will decide on December 10 whether the session continues in the spring, and that decision depends on what we raise by December 8. The spring term is 20 Saturdays, from January 9 to May 29, and costs $12,000. We already have $3,000. If we raise the other $9,000 by December 8, every Saturday goes ahead. If we raise less, we’ll run as many Saturdays as the money covers, as long as that’s at least ten. If we can’t cover ten, the session ends on December 12. Our weekday program isn’t affected. It’s funded through June, and all 60 children who come Monday to Thursday keep their places. Gifts to this appeal go to Millbrook’s after-school program, which pays for weekdays and Saturdays. A spring Saturday place costs about $500 per child. Every gift received by December 8 counts toward the board’s decision. If the session can’t continue, or we raise more than Saturdays need, your gift will support the weekday program. Give by December 8: [link] If you’re giving by post, please send your gift by December 3 so it arrives in time. I’ll write on December 11 to tell you what the board decided. Ama [surname] Development Director, Millbrook After School [direct phone]

The replacement version

Approved with the main email. Used if the spring term is fully funded before November 17, or if the board’s condition can’t be confirmed by the copy deadline. Choose one of the two middle paragraphs.

The replacement version
Subject: Saturday mornings at Millbrook Hi [first name], Since September, 24 children referred by their schools have spent Saturday mornings at Millbrook working on reading and maths with two tutors. Our weekday program, Monday to Thursday, serves 60 children. [If spring is funded] The Saturday session will continue from January 9 to May 29, thanks to [funder]. [If the decision isn’t confirmed] We’re still settling plans for Saturdays in the spring, and I’ll write again when they’re confirmed. Gifts to this appeal go to Millbrook’s after-school program: tutors, snacks, books and the building, on weekdays and Saturdays. A term of Saturday mornings costs about $500 for each child. Give: [link] Ama [surname] Development Director, Millbrook After School [direct phone]

When the funding arrived

On November 30, the Pell Family Fund confirmed in writing a $4,000 grant for the spring Saturday session. With $5,350 already given to the appeal, confirmed spring funding reached $3,000 + $4,000 + $5,350 = $12,350, a week before the date in the appeal. Dee confirmed that the board’s condition had been met.

Ama followed the brief. The giving page changed on November 30 to say the spring term was funded. The December 6 reminder, which repeated the deadline, was cancelled. The update below went out on December 1 to appeal recipients who could still receive it under their contact preferences. The grants and $5,000 of the appeal gifts covered the Saturday cost. The remaining $350, and any appeal gifts received after November 30, went to the weekday program, under the terms the appeal had described. Donors still heard the board’s decision on December 11, as promised.

The December 1 update

A funding update for appeal recipients whose contact preferences permit it. It contains no further request.

The December 1 update
Subject: Saturdays at Millbrook will continue Hi [first name], On November 17 I wrote that $9,000 would fund all 20 spring Saturdays, and that the session would end on December 12 if we couldn’t fund at least ten. Gifts to the appeal, together with a $4,000 grant from the Pell Family Fund, now mean all 20 spring Saturdays, from January 9 to May 29, are paid for. The funding condition was met a week early. If you gave, thank you. Any gift beyond what Saturdays need, including gifts that arrive from now on, will go to our weekday program, as the appeal said. The December 8 deadline no longer applies. I’ll write on December 11 to confirm the board’s decision, as promised. Ama

Put it to work

Your appeal claim brief

Complete it before the copy is approved. Keep it with the draft, and give a copy to whoever answers donor replies.

Your appeal claim brief
APPEAL CLAIM BRIEF Appeal: Send date: Brief owner: 1. THE CLAIM Sentence in the draft, word for word: What it tells donors will happen, and when: 2. WHAT KIND OF DATE IS THIS? ☐ Program consequence: a named service stops, shrinks or doesn’t start ☐ Finance shortfall: a budget gap, with no decision about a specific service ☐ Matching gift: terms and end date confirmed in writing ☐ Campaign calendar date ☐ Not confirmed yet 3. THE CONSEQUENCE (program consequence only) Service at risk: People affected (number, and who they are): Services not at risk, and why: Last funded date: Who decides: Decision date: Condition (amount, by what date, what counts toward it): What happens with partial funding: Confirmed by (name, role, date, where recorded): 4. THE MONEY Total cost, line by line, with calculations: Already confirmed (source, date): Still needed: How gifts to this appeal are recorded (fund): Confirmed by finance (name, date): What happens to gifts if the consequence goes ahead anyway: What happens to gifts beyond the amount needed: Cost figure the appeal may use, and its exact wording: 5. WORDS The appeal may say: The appeal must not say: 6. IF THINGS CHANGE Who tells the brief owner, and how quickly: Version for a gap that closes before sending (approved: yes / no): Version for a condition that can’t be confirmed by the copy deadline (approved: yes / no): After sending: giving page, reminders, update to recipients (owner, timing): Report-back to donors (date, owner): 7. SIGN-OFF Program (name, date): Finance (name, date): Decision-maker (name, date): Development (name, date):

Your appeal, in two versions

Draft both together and approve them together. Every bracket should be filled from the claim brief.

Your appeal, in two versions
VERSION A: A CONFIRMED CONSEQUENCE Subject: [Service] after [last funded date] Hi [first name], [What the service is, who it’s for and what has happened since it started, in two or three sentences.] [Funding source] pays for [service] until [last funded date]. [Who decides] will decide on [decision date] whether it continues, based on what we raise by [deadline]. [Next period] costs [total]. We already have [amount confirmed]. If we raise the other [amount needed] by [deadline], [what happens]. If we raise less, [what partial funding does]. [What happens if the minimum isn’t reached.] [What isn’t affected, and why.] Gifts to this appeal go to [fund, in words a donor understands]. [Cost figure, worded to show scale.] [What happens to gifts if the service ends anyway, or if more is raised than it needs.] Give by [deadline]: [link] I’ll write on [report-back date] to tell you what was decided. [Name] [Role, organization, direct contact] VERSION B: NO CONFIRMED DEADLINE Subject: [What gifts make possible] Hi [first name], [What the service is and who it’s for.] [Choose one:] [The next period is funded: what happens next, and who made it possible.] [We’re still settling plans for [period], and I’ll write again when they’re confirmed.] Gifts to this appeal go to [fund]. [Cost figure from the brief, worded to show scale.] Give: [link] [Name] [Role, organization, direct contact]

Change notice to colleagues

Send the same day a fact in the brief changes, before anyone answers another donor.

Change notice to colleagues
Subject: Appeal change: [appeal name] [What changed], confirmed by [name] on [date]. From now: Giving page: [new wording], updated by [owner] by [time] Scheduled reminders: [cancelled / replaced with], by [owner] Donor replies: answer with [wording], [owner] Donors who already gave: [what they’ll hear, and when] Board or leadership report: [what changes] The original claim brief and this notice are saved at [location].

The appeal claim brief

The brief, both email versions and the change notice in one file, to share with program and finance before the copy is approved.

Download the appeal claim brief

Who does what

  • The development director owns the brief and approves the final copy.
  • The program lead confirms what is at risk, who is affected and what isn’t at risk.
  • Finance confirms the costs, the fund and what happens to gifts in each case.
  • Whoever decides, usually the executive director or board chair, confirms the condition and the decision date.
  • Donor care answers replies from the brief and passes anything it doesn’t cover to the brief owner.

Exceptions

  • A sudden, real loss, such as a building closed after an inspection. Complete sections 3 and 4 with the people who can confirm the facts before approving the first email.
  • A matching gift. State the match amount, its terms and its end date. If the match is met early, say so on the giving page and in any reminder.
  • The consequence has already happened. Report it, and describe what gifts will do now. Don’t ask donors to prevent something that has already occurred.
  • Identifiable people. Describe the service and the numbers. Use a child’s or family’s name, photograph or story only with the permission your organization requires for that use.

Check whether the brief helped

  • Every number and date in the sent email matches the brief, and a colleague outside development can trace each one to the person who confirmed it.
  • Count donor replies asking about the claim, and how many your team answered from the brief without going back to program or finance.
  • The report-back went out on the date the appeal promised.
  • If the facts changed, note how long it took for the giving page and reminders to change.
  • Add a line to the brief for anything it didn’t cover this time.
Continue with the research

Michael Tanner analyzed two Charles Darwin Foundation campaigns sent to previous donors. One reported a species extinction and the other the rediscovery of a species thought lost. Both described real events.

Read Tanner’s description of the two campaigns, including what each told donors, before the gift rates. The events themselves differed, and that shapes what the comparison can tell you about your own appeal.

Lost and found: A natural field experiment on charitable donations, extinctions, and finance for conservation ↗

Michael K. Tanner

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