The Nonprofit Marketing Blog

Checklist Your Way to End the Fiscal Year Strong

Father’s Day is upon us this weekend. As we celebrate dad, I’ve been thinking about advice our fathers pass on to us throughout our lives. How fathers have a way of making us feel prepared, informed, and safe. Something about dad also makes me think of lists and the gratifying feeling of checking things off.

For a nonprofit organization, the equivalent of that safe feeling comes with knowing you’re on track to meet your financial goals. It means being able to pay your bills and provide for your community. With the end of the fiscal year approaching on June 30 for many nonprofits, now is a good time to take some advice from dad—get in gear, make a list, and start checking things off.

Download our End of Fiscal Year To-Do List for detailed steps on how to get your fundraising activities and development budget in order before July.

Six Steps to End Your Fiscal Year in the Clear

  1. Review your fundraising plan to see if you’re on target.
  2. Launch one last fundraising campaign to raise funds before June 30.
  3. Review major donor pledges, and your notes from major donor meetings and conversations.
  4. Review pledges and board giving commitments.
  5. Invest any remaining funds before the end of the fiscal year.
  6. Thank your donors.

Looking to make one final push before June 30? Use your donor management system to run one of these easy-to-execute campaigns.

3 Last-Minute Fundraising Campaign Ideas

Online Giving

You don’t have time to wait for the post office. Skip that direct mail campaign and launch a fiscal year-end email appeal. Connect to your branded online giving page for immediate results. Write a compelling story featuring someone your organization has helped. Pull a segmented list of donors to target, and tailor your appeal to each segment for greater personalization. Link directly to your branded donation page that reflects the same message featured in your appeal.

Peer-to-Peer

The power of social media combined with the ease of online giving has contributed to the rise in popularity of peer-to-peer fundraising in recent years. Leverage your network of loyal donors, supporters, staff, and board, and empower them to fundraise on your behalf.  Choose 5-10 supporters to serve as peer fundraisers. Provide them with everything they need for emails and social media posts. Actively engage them during the campaign, and celebrate their successes.

Lapsed Donors

Reach out to donors who haven’t given a gift in the past 12 months. Use your donor management system to create a list of these donors, and look into their giving history. Specifically reaching out to lapsed donors with an appeal message that relates to their past giving history can reignite their interest in your organization.

The best way to successfully end your fiscal year is to plan for it. Whether you’re ahead of schedule or feeling a little behind, our End of Fiscal Year To-Do List can put your mind at ease. Just like dad would.

Raise More This Year with Easy-to-Use Fundraising Software that Gets Results

Learn More

Share your thoughts!

Join the conversation to offer your insight and experience. Have a question? We’d love to hear it!

About This Blog

Amanda Khoury
Marketing Manager

We’re here to help you win hearts and minds—and donations.

Read More

Want to raise more money and learn how to market your cause with bigger impact? You’re in the right place! The Nonprofit Marketing Blog is managed by our team of experts here at Network for Good. We’re here to bring you the best in nonprofit marketing trends, fundraising techniques, technology developments, and amazing nonprofit examples.

Want to be a better nonprofit marketer and fundraiser? Get alerts for free tips, key content, and other training opportunities.

Subscribe