Ep 172| The 4 Month Roadmap to Year-End Fundraising

Aug 21, 2025

Discover a four-month roadmap for effective year-end fundraising, focusing on donor engagement strategies from September through December. Learn how to reconnect with lapsed donors and maximize giving momentum. Get tips for aligning appeals with digital channels to ensure consistent messaging. The importance of gratitude and stewarding supporters is emphasized, along with actionable ideas for impactful communication. This guide is packed with methods to inspire donors and achieve fundraising goals with confidence.

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INSIGHT

Start Early To Lead Not Scramble

Waiting until November to plan year-end fundraising puts you behind and causes scrambling.
A four-month roadmap gives space to lead the campaign confidently instead of reacting under pressure.

ADVICE

Summer Foundation Matters

Use June–August to segment donors, audit acknowledgments, run a gratitude blitz, and send mini impact reports.
Build momentum by inviting summer donors to monthly giving and maintaining consistent touchpoints.

ADVICE

September As Your Springboard

Reconnect with donors in September with a warm update showing one thing their gift made possible this summer.
Use September to set goals, assemble your team, clean donor segments, and outline your content calendar.

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