The Definitive Year-End Fundraising Checklist

It’s going to be busy in November and December. So plan ahead to keep yourself sane.  

In this Guide and Checklist you’ll be reminded to:

 by Bloomerang | All rights reserved | Copyright © 2021

About the Author:

How to Boost Response and Assure Success at the Most Critical Time of Year

Nearly 30% of nonprofits raise 26-50% of their annual fundraising from their year-end ask. Nearly a third of all annual giving happens in December, and 12% of all giving happens in the last three days of that month!

You need to be running on all cylinders so you don’t miss a trick during this most giving time of year!

This year-end fundraising checklist covers your most important tasks to ensure the overall success of your annual year-end fundraising campaign. Use it as both your planning and follow-through guide!

Claire is Principal of the social benefit consulting firm, Clairification. Named Outstanding Fundraising Professional of the Year by AFP, Claire teaches the CFRE course that certifies professional fundraisers, is a presenter for 4GOOD Nonprofit Webinars, a regular contributor on nonprofit social media to Maximize Social Business and was named “Best Fundraising Blog of 2013” by FundRaising Success Magazine.
Predispose donors to give
Establish priority year-end fundraising checklist goals
Assure pre-conditions are in place to meet your goals
Leverage your mail appeal through an integrated series of communications using multiple online channels (email, P2P, and social media)
Boost response with follow-up calls and notes
Set up your ‘next gift’ strategy with terrific year-end donor service and ‘ready-to- go’ compelling thank you’s
Claire Axelrad, J.D., CFRE

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