The Year-End Fundraising Readiness Checklist
$37
Your year-end fundraising campaign shouldn’t start when December arrives.
The strongest year-end campaigns are built months before the first appeal goes out—with clear goals, intentional donor relationships, compelling stories, and a plan your team can actually execute.
The Year-End Fundraising Readiness Checklist gives nonprofit and ministry leaders a simple, strategic way to evaluate their year-end preparation and identify the areas that need attention now.
No overcomplicated planning process. No waiting until the busiest giving season of the year to figure it out.
Just a practical roadmap to help you start preparing with purpose.
Inside the checklist, you'll walk through:
Review last year’s results & set fundraising goal
Build year-end timeline & communication plan
Identify priority donors (LYBUNT/SYBUNT + top prospects)
Plan campaign strategy (message, stories, matching gift/challenge)
Prepare assets, online giving, and board/leadership engagement
Schedule donor conversations, thank-yous, and January follow-up
More than a list of boxes to check
Each step includes a brief explanation to help you understand why it matters and what your team should be looking for—so you can quickly identify the gaps in your current year-end strategy.
Perfect for:
Nonprofit and ministry leaders, executive directors, development teams, board members, and anyone responsible for helping their organization prepare for year-end giving.
Whether fundraising is your full-time role or simply one of the many hats you wear, this checklist will help you walk into Q4 knowing what needs to happen next.
Use this checklist to get organized, strengthen donor relationships, and prepare your team for a focused, intentional fundraising season.