The end-of-year (EOY) fundraising season is quickly approaching. And really, for planning purposes, it’s already here! We recently put together a comprehensive, month-by-month guide to help you plan and execute a successful EOY campaign.

Below are some key technology items on the checklist to ensure you’re thinking about everything you need to accomplish, behind the scenes:

This month:

  • Do you have the right technology in place?
    • Using the wrong tools to do a job can be highly inefficient and frustrating (think about using a screwdriver to hammer a nail). This is a good time to take a step back and figure out if the technology you’re currently using is the right technology to help you reach your goals for this EOY season. Can I raise money online? Can I track those dollars? Can I manage my donors? If you answer “no” to any of those questions, at the very least you should consider budgeting dollars for technology in the new year.
  • Is your website up to snuff?
    • Ask volunteers, board members, family members, etc. to audit your site and provide feedback, and then implement the suggestions with the most merit. You can then run these same audits again once you have your campaign set up and ready.
  • Test your technology
    • Review your entire donor giving flow from email/mail, to landing page, to donation form, to thank you message, to follow up. Be sure all the necessary information is recorded in the appropriate locations. Make any necessary changes/tweaks now.
  • Conduct data appends
    • The time is now to scrub your data to make sure you’re entering giving season with all the latest information on your donors.

November

  • Stress-test all your systems
    • Get your staff and volunteers involved in testing your systems. Use as many variables as you can. Do everything you can to put as much stress and load on your systems as possible to see where any issues might occur. It’s better to resolve them now.

December

  • Keep an eye on your systems
    • Monitor your systems closely to ensure everything is running smoothly. Alert your donor management system vendor before you launch a big campaign to ensure they’re monitoring your situation, as well. The more proactive you can be, the less likelihood there will be for disruption during this most generous of seasons.