D-I-Y Year-End Fundraising Campaign Planner

Your year-end treasure map

In this guide, you’ll find everything you need to implement a comprehensive, effective, and achievable year-end fundraising strategy, as well as the tools you’ll need to make the most of the year-end giving season. By the time you’ve finished the action items in this guide, you’ll have a year-end fundraising plan that your board will be excited about and the guidance you need to choose tools that will help you boost your revenue in the last quarter of the year. 

Be ready for December with a clear plan, a rock-solid message, and a strategy to convert and retain your donors. Use this easy, fill-in-the-blanks worksheet to quickly create the foundation for your year-end fundraising efforts.



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This worksheet helps you:

  • Organize key elements of your campaign.
  • Write an effective appeal that inspires donors to give.
  • Optimize your giving experience to convert more donors and increase average gift size.
  • Create a plan to retain more donors in 2017 and beyond.