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Year-End Appeal Bundle


The Year-End Appeal Bundle is chock full of checklists, report templates, worksheets and tips to help you organize the all-important Year-End Appeal.

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The cornerstone of most fundraising operations is the Year-End Appeal. Donors are conditioned to receive it in time for holiday giving (and the end of the tax year). Most fundraisers count on it to meet their goals.

But is your Year-End Appeal performing like you think it could? Are you setting goals and meeting them? Are you tracking your progress and determining ways to improve for next year?

Our Year-End Appeal Bundle puts together a series of checklists, worksheets, and report templates to help you on your way.

We’ve included:

  • A Situation Analysis to help you set a baseline
  • A Resource Inventory to help you activate all your assets
  • A Constituencies and Channels worksheet to hold your plan
  • A Year-end Appeal Checklist so that you don’t forget anything
  • A sample report template for you to make your own

We’ve also thrown in 2 lists to help you write your letter and a BONUS December Day-by-Day checklist for that all-important last month.

Use them all and you’ll find that you have a head start on this year’s appeal as well as your Year-End Appeals of the future.


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