End of Year Giving & People 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 bases as the year comes to a close.

This checklist will walk you through how to customize and send giving statements. It also outlines best practices for cleaning up your database, reconciling giving batches, and expressing gratitude to your donors.

Pro-Tip: Want some additional help setting yourself up for Giving Statement Success? CLICK HERE for access to resources, tips, and tricks to help you make the biggest impact as we head into the New Year!

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


Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request