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The Year-End Fundraising Checklist

Everything you need to plan a successful end-of-year giving campaign

December is a big deal. Nearly one-third of annual donations happen during the final month of the year. That’s why smart fundraisers don’t wing their year-end fundraising; they plan for it.

Whether you’re launching your first end-of-year campaign or looking to improve on last year’s results, this checklist will walk you through the essential steps of a successful year-end strategy—from segmentation to storytelling to stewardship.

You’ll get a strategic roadmap to help you:

  • Build a campaign that connects with every donor
  • Set up your website and donation forms for conversions
  • Empower your board and biggest fans to help amplify your reach
  • Use GivingTuesday as a launchpad
  • Thank your supporters in a way that actually builds loyalty
  • Measure results and prepare for next year

This resource is perfect for your classic “wearing all of the hats” executive leader at small to midsize nonprofits, especially ones looking to convert seasonal giving into long-term support. Download it now and start planning your year-end success!