Year-End Giving Project Plan Toolkit

The ultimate digital toolkit to help small nonprofits plan, organize, and execute a successful year-end fundraising campaign.

Are you a small nonprofit looking to maximize your year-end fundraising efforts without the stress of knowing where to start? This easy-to-use, fully customizable Canva template is designed to guide your team step-by-step through the entire campaign process — from setting clear goals to thanking your donors.

What’s included:

• A professional, beautifully designed project plan layout

• Sections for campaign goals, timelines, team roles, fundraising tactics, budget, and donor stewardship

• Editable text boxes so you can customize all content to fit your organization’s unique needs

• Visual checklists and milestone trackers to keep your team on schedule

• Space for branding and campaign messaging

• A printable and digital-friendly format (US Letter & A4 size)

Whether you’re new to fundraising or want to streamline your process, this template will help you confidently plan and track your campaign so you can raise more, stress less, and finish the year strong.

Check out the year-end giving bundle for bonus content including, a fundraising email calendar, social media post schedule, and quick start marketing guide.