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You are here: Home / Fundraising Advice / How to Create an Email Calendar

Fundraising Advice

How to Create an Email Calendar

We are rapidly moving toward the end of the year and for non-profit organizations, this means lots of fundraising.

Whether your organization has been fundraising for years or this is the first year you are doing a year-end campaign, one thing is certain – being organized is key. A few weeks ago, I wrote a post that detailed ideas to help you prepare and organize your year-end campaign. 

Master calendars and task lists can be extremely useful, but one additional tool that I forgot to mention is an email calendar.

What is an email calendar

An email calendar is a calendar that provides an overview of what is being sent and when. For organizations that send a lot of emails, do email segmentation, or have a team working on emails, a calendar is a valuable tool.

In my experience, a calendar will not only provide you with the essential information for your email program, but it also allows you to holistically look at the emails you’re sending to ensure continuity.

What goes on the email calendar

There are a few pieces of information that should definitely go on the email calendar:

  • Date the email is going out
  • Who the email is going to be sent to – note the audience, plus any useful segmenting information

Optional things to include on your email calendar:

  • Subject line
  • Who is writing the email

There may be other things that are useful to you and your team to include on your calendar. Brainstorm and see what comes to mind.

Tools to create your own email calendar

There are a lot of different tools that you can use to create an email calendar. I would pick the tool that you (or your team) can most easily integrate into your workflow. Here are a few tools to consider.

  • An Excel spreadsheet
  • Evernote
  • Shared calendar is Outlook or Google Calendar
  • Asana or Trello

Personally, I like using Google calendar because I can get a monthly view on a calendar.

What tools do you use to get organized? Leave a comment below and share it with us. 

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About Vanessa Chase Lockshin

My name is Vanessa Chase Lockshin, and I want to empower you to tell your story. In my personal life, finding ways to tell my stories has been a transformational practice. In my fundraising life, I’ve helped hundreds of organizations tell their stories to engage and inspire their donors. To date, my work has helped non-profits raise over $10 million.

« 5 Tips for Telling a Better Story in Your Next Email AppealNon-Profit Fundraising, Appeal Tips, Year-End Fundraising
5 More (Last Minute) Tips to Get Organized for December Fundraising »

Hi there!

My name is Vanessa Chase Lockshin and I've helped non-profits raise over $10 million by telling stories that engage and inspire donors. I'm the author of The Storytelling Non-Profit: A practical guide to telling stories that raise money and awareness, and the creator of immersive online training programs that have trained thousands of non-profit professionals. Read More…

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