As a creative director, my right brain cringes at the stark layout and absence of compelling imagery, narratives, or testimonials. But when it comes to crunching the numbers, my left brain can’t argue with strong revenue performance.

Robin Fostel, Senior Director Strategic Fundraising

Invoice emails reliably outperform and are a great option to supplement your calendar year end fundraising campaigns. The invoice email template was so successful that my last organization sent two versions during our CYE campaign!

Invoice emails are a win-win for December campaigns. 

In a hectic production season, they represent streamlined production—minimal copy and easily updated to reflect matching gift offers. It’s nice to have a set it and forget it touchpoint to anchor other messaging.  

Remember to include “default” options for any contacts missing first/last name.

Invoice emails are personalized by their very nature. 

Using a mail merge to include first and last name, acknowledging donor’s “start date” or time on file, and providing an “expiry date” as a deadline to act implies urgency—including a suggested gift amount reduces friction.  

Invoice templates provide an option to include supporter record and donor data in a compact layout.

Invoice emails also fit the bill (#punny) as a year-round renewal tactic. 

Your supporters are likely receiving countless messages from your organization and other non-profits. The invoice template is short, transparent, distinct, and offers a clear call to action.  

Invoice templates can reinforce compelling campaign creative.

Invoice templates work across all channels.

Last but not least, it’s important to note that the invoice template works across channels and giving levels. Year-over-year reporting shows continued and increased success in performance in renewal, lapsed, and even acquisition direct mail packages that include an invoice mock-up.

This direct mail invoice mock-up demonstrates the effectiveness of invoice templates across channels.

Interested in learning more about email templates, tactics, and testing? Connect with the NextGen digital team and start your next generation of fundraising today.