The Ultimate December Fundraising Checklist

Stay on Track to a Donor-Centric, Story-Driven, and Goal-Hitting Year-End

Did you know that 11% of all annual giving happens during the last three days of December? It’s not too late to make the most of this massive fundraising opportunity. Use this list to stay on track.

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First Name

Last Name

Work Email

Work Phone Number

UTM Campaign:

UTM Content:

UTM Medium:

UTM Source:

UTM Term:

Lead Source:

Lead Source Detail:

Organization Name

Is your organization a registered 501(c)3?

How long has your organization had its 501(c)3 status?

What is your role at your nonprofit?

Approximately, how many individuals have donated to your organization in the past 12 months?

What is your total operating budget?

Website URL

What do you use to manage your donors?

How do you feel about your current system for managing donors?

Why did you choose your current donor management system?

What do you use to send email communications?

How many years of experience do you have with individual fundraising?

How many hours per week do you spend on individual fundraising activities? (Strategy, sending appeals, thanking donors)

Does your nonprofit currently have employees or volunteers dedicated to individual fundraising?

How much has your organization raised through individual giving in the past 12 months?

Where do the majority of your organization's donations come from?

How confident are you in your fundraising ability? (5 is a pro, 1 is I need serious help)

Which of these would make fundraising easier?

What is the primary goal for your role at your organization?

What is the biggest concern you have regarding your fundraising?

Job Title:

Cause Area:

State:

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