The Year End Campaign Checklist
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Year-end fundraising doesn't have to feel like a relay race where someone keeps moving the finish line.
In this episode of Kari's Confessions: A Nonprofit Exec Tells All, Kari Anderson walks through how to build a year-end campaign your team can actually run. You don't need a giant staff or a perfect database to do it.
Instead of a 23-item checklist, Kari breaks the work into five decisions:
- What you're raising money for
- Who you're talking to
- How gifts will come in
- What each person will do
- How you'll keep the relationship going after December 31
You'll hear why a beautiful appeal can't rescue an unclear campaign. Kari explains how to segment donors so loyal supporters never get a generic "we need you now more than ever." She also shows how to give board members specific fundraising jobs in place of a vague "please share the appeal."
Kari also covers testing your giving page on a phone and planning Giving Tuesday and direct mail backward from the date donors actually see them. She closes with how to build your thank-you and donor stewardship plan before the first gift arrives.
The big idea: a campaign is a bridge. Your offer gives people a reason to cross. Your giving page makes crossing easy. Your follow-up meets them on the other side.
Subscribe for practical nonprofit leadership tools. Then share this episode with your board chair or development lead before year-end planning gets away from you.
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📬 Email: kari@inciteconsultinggroup.com
💼 LinkedIn: https://www.linkedin.com/in/kariraeanderson/
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