Your 2025 EOY Checklist: 10 Actions to Finalize Your Planning

With year-end planning in full swing, we know there are countless priorities to juggle this time of year. That’s why we’re back with our annual 10-step checklist – updated for 2025 – to help you finalize your planning for Giving Tuesday and end-of-year campaigns. From preparing your audiences to testing and optimizing, there are a handful of high-impact things you’ll want to be sure you’ve got covered to set your programs up for fundraising success.

With Giving Tuesday falling in December again this year, strategy leaders are weighing a number of big questions to plan ahead, expect the unexpected, and leverage every opportunity possible for growth.

This year, our checklist highlights some impact-driving strategies and tactics and a few key channels that have benefitted from targeted approaches and scaling up at year-end. We’re also sharing several opportunities to leverage modeling to ensure your lists are set up for success – from reactivation modeling to email and SMS list growth to targeting for mid-level donors or sustainers, The Digital Co-Op can provide data-backed solutions for your list growth and targeting challenges.

Download our end-of-year checklist today for our 10 steps to finalize your planning:

As we work alongside our nonprofit partners to help them execute some really incredible storytelling and creative, using data-backed and tested engagement strategies, we hope this checklist offers a handy resource for insights and inspiration to take your year-end strategy even further in these final weeks. And, as always, if there’s a particular strategy you’re hoping to try, a question you’re wondering about, or anything we can help you sort out ahead of end-of-year, don’t hesitate to get in touch: [email protected].