Guides & Research

End of Year Fundraising Plan

Up to 70% of charitable gifts are made between Thanksgiving and New Year’s, with a surge in the final days of December.

That’s an enormous opportunity, if you’re prepared.

What’s inside the end of year fundraising plan:

September is for strategy: reviewing last year's results, setting goals, developing donor personas, and building your editorial calendar before the chaos hits.

October is for building: writing your appeals, creating donation forms, identifying corporate sponsors, and getting every asset approved before you need it.

November is for launching: warming up donors, testing your entire campaign flow, and making the most of #GivingTuesday.

December is for executing. If you've followed the plan, it won't feel like the fire drill it has in years past.

By the time #GivingTuesday rolls around, the organizations that are successful during the end of the year are the ones that started planning early. They’ve collected their stories, segmented their donors, built their e-mails, and gotten board interest and involvement.

This checklist helps you get there, too.

Download now