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 donor profiles, expressing gratitude to donors, and requesting feedback about donors' experiences throughout the year. 


Download our Year-End Checklist!


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