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Community Managers, Fundraising — December 23, 2013 at 11:21 am

Year-End Checklist



Year-end is knocking on your door. Here are 10 things you need to do as 2013 closes.

1. Prepare – Get ready. Year-end giving can be as much as 40% of your annual revenue. Make sure your donation portal is running seamlessly and there are no snags. Maybe have a friend or two test it out.

2. Remind – Even though it’s present on your mind, your donors likely need a nudge to remember that it’s year end. Send out an email to your supporters asking for support.

3. Support – Be at the ready for any technical difficulties or questions donors have in the last few days of the year.

4. Thank – Thank all the supporters who gave to your cause this year, just don’t do it in the same email as your ask. Maybe wait until the New Year to send out a Thank You to your supporters, and when you do…

5. Report – Remember, donors want to know the impact their donation has made, so report back to them in detail on how their dollars were used.

6. Reflect – Have a look back on the last year: what worked? What didn’t? What was unexpected? Sherry Bailey, Executive Director of Dalit Freedom Network Canada looked back on her own year: “I love good surprises and this year has had several good surprises. I encourage charity directors to take some time to reflect and review their past year.”

7. Plan – Now that you’ve looked back, it’s time to look ahead and plan for 2014.

8. Expect – Be hopeful for the year ahead. Expect the unexpected, expect change, and be ready for whatever may come.

9. Relax – If you work for a charity I have no doubt you’ve worked hard this year. Once your work is done, relax and enjoy this holiday season — or take same time off in January.

10. Party – Celebrate your successes with your staff. It’s a busy time and easy to forget all you’ve accomplished. Party it up.


  • Now that we are at the end of 2013 and I realized my goal was not met. Do you have any suggestions for me for the year 2014?

  • Hi Christina, are you talking about your goal for a specific campaign or for your charity’s annual fundraising in total?

  • So which is it? 😛

    • I had a goal of $7,000 for Clean Water Project. This is the specific goal which I thought would be met by December 31st 2013. So far this has not been the case, not even up to $500 I think.

      My question is seeking advise on what to do for this coming year 2014. Any advice or suggestion/recommendation will be appreciated.

  • Wow, $7,000 is a very ambitious goal. What was the motivation behind that number? Generally, for personal campaigns I recommend a goal between $500 and $1000, unless you know you have a network of wealthy friends. And a goal that is too large can be demotivating, so I’d recommend adjusting it.

    As for the campaign itself, there are a lot of things you need to do to reach your goal, many of which I tried to summarize in a two-part series I wrote in the summer:

    This was based off of my own campaign in July this year. Every campaign is a bit different, but hopefully some of my tips there will be helpful.

    Good luck!