
It might be the middle of summer, but the smartest fundraisers know that year-end giving success starts months before the first holiday appeal hits inboxes. July is the perfect time to lay the groundwork—clean up your database, refresh your donation pages, and map out campaigns. That way, when Giving Tuesday and December’s generosity arrive, you’re ready to capture every gift.
Nearly one-third of annual donations still come in during December, with a big surge in the final three days of the year. By starting your prep now, you give yourself time to test, refine, and build momentum for the biggest fundraising stretch of the year.
We’ve put together an updated 7-step checklist to help you get ahead, stay organized, and head into the year-end season with confidence.