Preparing For Year-End Giving

Download this template to help you quickly plan, execute and track your year end campaigns. This template ensures you have everything you need including:

  • Campaign Overview – You’ll create a brief description of the campaign, outline it’s goals, budget and timeline so you’ll easily be able to come back and review for next year.
  • Planning Schedule – Easily lay out who is responsible each part of the campaign and when each element needs to be completed so every team member knows how to stay on track and campaign can run smoothly from start to finish.
  • Complete Tracking Forms – Know whether or not your campaign hit it’s goals, have the data at hand for easy reporting to boards and executives and know your benchmarks for easy goal setting next year.

This template integrates seamlessly into Google sheets so you can easily share it across your whole team or you can download it as an excel file if that is more your style. Either way don’t wait until the last minute to plan your campaigns.