Frequently Asked Questions

Got questions? I’ve got answers.
Whether you're curious about how the toolkit works, who it’s for, or what happens after you download — this is the place for clarity, not confusion.

🛠 PRODUCT-SPECIFIC QUESTIONS

What exactly is the Year-End Giving Project Plan & Toolkit?

It’s a professionally designed Canva template to help small nonprofits plan, organize, and execute their year-end fundraising campaigns with confidence. It includes editable sections for goals, timelines, roles, tactics, budget, and donor follow-up.

Who is this toolkit for?
 It’s designed for small nonprofits, volunteer-led teams, and solo fundraisers who need structure, strategy, and simplicity in campaign planning.

What file format is it in?
 The toolkit is delivered as a Canva template. You can download it as a PDF (print or digital), and customize it completely within Canva.

Is Canva free?
 Yes! You can use this template with a free Canva account. No Pro subscription required.

Can I edit everything?
 Absolutely. Every text box, heading, color, image placeholder, and checklist is customizable to fit your organization’s brand and needs.

What if I’ve never used Canva before?
 No problem! Canva is beginner-friendly and I include basic instructions for editing when you download the toolkit.

Does this include strategy advice or just a template?
 Both. The toolkit includes strategic guidance built into each section (like donor stewardship tips, campaign timeline checklists, and suggested fundraising channels).

Is this template printable?
 Yes, it’s designed to be both printable and digital-friendly in US Letter and A4 sizes.

What’s included in the bonus bundle?
 You’ll receive:

  • A Fundraising Email Calendar

  • A Social Media Post Schedule

  • A Quick Start Marketing Guide for year-end success

How do I access the product after purchase?
 After checkout, you’ll receive a download link to a PDF with your Canva template access and bonus files.

💬 COMMON TECH QUESTIONS

Do I need any special software?
No! Canva is the only tool you need, and it’s free to use.

Can I use this with my team or board?
Yes! You can share the Canva link with your internal team so everyone can collaborate or view the project plan.

Will this work if I’ve already started my campaign?
Yes! The toolkit helps streamline and organize everything — even mid-campaign. You can plug your current progress into the plan and improve from there.

What if I don’t know my campaign theme yet?
No problem! The toolkit includes a messaging section with space to brainstorm slogans and donor impact stories to inspire your theme.

Is this relevant outside the U.S.?
Yes! While the calendar references U.S.-based events like Giving Tuesday, you can easily adjust dates and currency for your location.

Can I use this for multiple campaigns?
Yes, it’s reusable and editable! Just duplicate your Canva file and start fresh for each campaign.

Is this refundable?
Due to the digital nature of the product, all sales are final. But if you have any issues, contact me and I’ll make it right.

Can I buy this later?
Yes, but the bonus bundle and launch pricing are limited-time offers. It’s best to buy during launch to get the best deal.

Do you offer any nonprofit discounts?
The toolkit is already priced affordably for small nonprofits. During special campaigns (like Giving Tuesday), extra discounts may be offered — stay tuned.

Where can I get support or ask questions?
You can reach out directly via email or DM on Instagram! I’m here to support you and help your campaign succeed.

💸 YEAR-END GIVING STRATEGY QUESTIONS

When should I start my year-end campaign planning?
Ideally, start planning in September or early October so you're ready to launch around Giving Tuesday (the Tuesday after Thanksgiving).

When does year-end giving season begin?
It typically starts in mid-November and runs through December 31, with peak giving in the last 3 days of the year.

What’s Giving Tuesday and why is it important?
Giving Tuesday is a global day of generosity, held the Tuesday after Thanksgiving. It’s one of the biggest online giving days of the year — a must for nonprofits!

How do I set a campaign goal?
Use the SMART goal framework. Base your goal on past campaign performance, your current donor base, and what your annual budget can support.

What types of fundraising activities should I include?
Email appeals, social media campaigns, virtual events, peer-to-peer fundraising, and matching gift promotions are great year-end strategies.

How many emails should I send during a campaign?
Aim for 4–6 emails during the campaign, including launch, updates, last-call reminders, and thank-you notes.

What platforms should I post on?
Focus on where your audience is active — typically Facebook, Instagram, and email. LinkedIn or TikTok may also be helpful depending on your donor demographic.

How do I track campaign progress?
Use milestone checklists (like the one in the toolkit), donor tracking spreadsheets, and your donation platform’s reporting tools.

How can I recognize or thank donors?
Send thank-you emails or letters, post public shout-outs, offer small gifts or exclusive updates, and send a year-end impact report.

How do I engage my board or volunteers in this process?
Assign specific campaign roles using the “Team & Roles” section of the toolkit, and host a kickoff meeting to get everyone aligned and excited.