Your 2026 EOY Checklist: 10 Actions to Finalize Your Planning

Giving Tuesday and year-end planning are in full swing, and we know there are countless priorities for nonprofit fundraisers to juggle this time of year. That’s why we’re back with our annual 10-step checklist – updated for 2026 – 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.

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

With Giving Tuesday once again falling in December this year, and in the weeks following a high-energy midterm election, 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 benefited from targeted approaches and scaling up at year-end. We’re also sharing several opportunities to leverage predictive modeling to ensure your lists are set up for success. From email and SMS list growth to reactivation modeling to targeting for mid-level donors or sustainers, The Digital Co-Op can provide data-backed solutions for your list growth and targeting challenges – what’s more, we have some exciting, customized offers to help nonprofits make the most of acquisition investments ahead of year-end.

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].