2023 End-of-Year Fundraising Checklist

End-of-Year Fundraising Checklist

Big end-of-year fundraising campaigns play a significant role in the success of nonprofit organizations. However, to inspire donors to contribute, it’s important to communicate the purpose and impact of the campaign.

In this email series, we’ll talk about the strategy of your fundraising season, from crafting a compelling call-to-action to creating a robust donor engagement strategy. This is the first email of our end-of-year fundraising series, so gear up for tons of helpful insights to connect with your donors and grow your organization.

To effectively engage donors, try to understand their motivations and expectations. We talked about this extensively in our last email.

By addressing the following questions, you can better connect with potential supporters:

  • What is your call to action? Define the specific action you want donors to take, such as making a donation, volunteering, or spreading awareness.

  • What problem are you trying to overcome? Clearly articulate the pressing issue or challenge your organization aims to address.

  • Why should people give? Highlight the unique value proposition of your campaign and how donations can make a tangible difference.

  • What are your donors’ expectations? Identify your donors’ interests and expectations, and clearly communicate how their money will be purposed.

End-of-Year Fundraising Checklist




Get a Headstart… 10 Tips to Maximize End-of-Year Fundraising


  1. Utilize a Donor Onboarding Email Series.

Creating a compelling donor onboarding email series can help nurture relationships with new supporters. By sending a sequence of carefully crafted emails, you can introduce your organization, share stories of transformation, and reinforce the importance of continued support.

  1. Share Impactful Stories of Transformation.

People resonate with stories, and capturing meaningful narratives of transformation can be a powerful tool in your fundraising efforts. Take the time to document 5-10 stories that showcase the positive impact of your organization’s work in 2023. These stories will help potential donors connect emotionally with your cause and understand the transformative power of their contributions.

  1. Create an Impact Report.

An impact report serves as a comprehensive overview of your organization’s reach, showcasing your program’s inputs, outputs, outcomes, and long-term impacts. Provide data, success stories, and testimonials to demonstrate the tangible difference your organization has made. A compelling impact report builds trust and transparency, reinforcing the importance of ongoing donor support.

  1. Report on Outputs and Outcomes.

In addition to your impact report, focus on regularly disclosing the outputs and outcomes of your organization. Share updates on key milestones, program achievements, and the progress made toward your goals. Transparent reporting not only keeps donors informed but also showcases the effectiveness and efficiency of your operations.

  1. Plan Your Fundraising Content Calendar.

A well-structured fundraising content calendar is essential for targeted communication. Plan compelling storytelling content, engaging social media posts, and personalized messages to capture the attention and interest of potential donors.

  1. Update Fundraising Pages.

Review your website and other platforms. Ensure the information is accurate, compelling, and user-friendly. Streamline the donation process, making it easy and intuitive for donors to contribute.

  1. Test and Refine Your Fundraising Script.

Use the Storybrand framework to create a compelling narrative. Test your fundraising script(s) internally and seek feedback.

  1. Practice and Rehearse with Your Team and Board.

Prepare your team and board members for donor interactions by conducting practice sessions. This exercise will help everyone feel more confident and prepared when engaging with potential donors. Share best practices, emphasize key messages, and encourage active listening to build strong and lasting connections with supporters.

  1. Plan Your Thank You Strategy:

Expressing gratitude is crucial in donor stewardship. Develop a thoughtful thank-you strategy that goes beyond a simple acknowledgment. Create personalized thank you messages with anecdotes, stories, metrics, and character.

  1. Tailor Messaging for New and Existing Donors:

Recognize the different needs and motivations of new and existing donors. Tailor your messaging accordingly, providing new donors with an introduction to your organization, while nurturing existing donors with updates on the progress and outcomes achieved through their support.

With these notes, you can grow and refine your fundraising campaign and foster meaningful connections with donors. Remember to clearly communicate your organization’s mission, share impactful stories, provide transparent reporting, and express genuine gratitude. With an engaged donor base, your nonprofit will be better equipped to make a lasting and positive impact in the community you serve.

Stay tuned for more in-depth examples and strategies for your End-of-Year Fundraising and read our next blog in the series “How To Create A New Donor Onboarding Email Series“.  

To find out more about Social Impact Solutions, click here to visit our website and here to schedule a free discovery call.

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