Download your free checklist for year-end planning
This month-by-month planning checklist guides hospital foundations from August prep through January follow-up for successful year-end campaigns.
It's based on years of experience helping hospital foundations run smooth, successful year-end fundraising campaigns, from Giving Tuesday to urgent New Year's Eve appeals.
Inside, you’ll find a month-by-month checklist—from August prep through January gratitude—that walks you through every step of a successful end-of-year giving campaign.
This proven year-end fundraising framework will help you:
Stay ahead of deadlines and avoid last-minute stress during your year-end giving push
Align fundraising messaging across email, direct mail, social, and events for a cohesive year-end appeal
Maximize end-of-year donations with coordinated donor engagement messaging and expertly timed content
Build urgency while keeping donor stewardship front and center
This checklist is based on countless end-of-year giving strategies I’ve developed to help hospital foundations build successful year-end fundraising campaigns.
By following this framework, organizations have boosted revenue during critical December fundraising periods, strengthened donor relationships for long-term retention, and improved digital fundraising and direct-mail giving.
Every step is grounded in real-world experience, so you can move from planning to execution with confidence.