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Dec 09, 2019 2020-04-08 7:40Robust Theme
The Year-End Readiness Guide
A practical six-week workbook to help your team save time, strengthen donor stewardship, and make campaign season run more smoothly.
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Talking about December in August might feel early, but many of the problems that create stress at year-end have already started taking shape.
The challenges that create stress in December rarely appear overnight. More often, they build gradually through outdated donor records, untested receipting processes, and manual workarounds that quietly become part of everyday operations.
Once campaign season begins, those issues have to compete with deadlines, donor communication, reporting, and everything else your team is trying to manage.
The Year-End Readiness Guide will help you tackle those behind-the-scenes improvements before things get busy.
What you'll get out of this workbook
By setting aside 30 to 45 minutes each week over the next six weeks, you'll work through practical improvements that can strengthen your fundraising infrastructure and create more capacity for your team.
Inside, you'll learn how to:
- Clean up donor data before campaign season
- Review your receipting process and CRA readiness
- Identify repetitive work that could be automated
- Build more consistent donor stewardship
- Use your data to uncover fundraising opportunities
- Test your systems before year-end begins
What's inside:
This interactive workbook includes:
- AÂ two-minute infrastructure check to help you identify where to focus
- A practical six-week action plan
- Weekly quick wins designed for busy teams
- Guidance from Erin Boyce, Data and Digital Director at The Fundraising Lab
- Simple exercises you can complete on your own with your team.
An investment in fundraising infrastructure is an investment in your fundraising potential. A few thoughtful improvements now can save time, strengthen donor relationships, and help your team move into year-end with greater confidence.Â