Description
A simple, step-by-step guide to close the year strong and prepare for what’s next
As the year ends, many nonprofits move straight into the new year without fully closing out the last one. Files stay cluttered, systems remain inefficient, and important planning decisions get pushed aside.
The Nonprofit End of Year Checklist helps you pause, reset, and prepare.
This document walks you through the key operational, fundraising, digital, volunteer, and planning tasks nonprofits often overlook at year-end. It is designed to help you clean up loose ends, protect the organization, and enter the new year with clarity and structure.
The checklist covers office and digital organization, donor and sponsor follow-up, website and communications updates, fundraising review, volunteer engagement, efficiency improvements, risk protection, and high-level goal setting for the year ahead.
This is not a strategic plan or a theory-based guide. It is a practical working document you can use immediately, whether you are a small nonprofit, a founder-led organization, or a growing team.
Most organizations complete the checklist over several short working sessions, using it as a reference point for smoother transitions between years.
Product Details
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Format: PDF checklist
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Use: Self-guided, internal planning tool
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Delivery: Instant digital download
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License: Individual use only
Who This Is For
Nonprofit leaders, Executive Directors, and small teams who want a clear, organized way to close the year and prepare for the next one without overcomplicating the process.
Simple Promise
This checklist helps you finish the year organized and start the next one prepared.
