End of Year Giving Checklist

The end of the year is stressful enough with the holidays and tax season around the corner. That's why we have put together an End of Year Checklist for you to cover all your giving bases as the year comes to a close.

This checklist will walk you through how to customize and send giving statements from your digital giving platform. It also outlines best practices for cleaning up your donor profiles, expressing gratitude to your donors, and requesting feedback about your donors' experience throughout the year. 

Click Here to Download Your End of Year Checklist (1).png

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