Five Must-Do Tasks to Wrap Up Your Nonprofit's Year Successfully

1. Reconcile finances, prepare reports for board review, and organize documents for tax filings and audits
2. Send personalized thank-you messages and showcase appreciation through events or social media.
3. Launch a targeted campaign, sharing impactful stories and using digital platforms to boost donations.
4. Summarize key achievements, share visuals like infographics, and reflect on lessons learned.
5. Outline next year’s priorities, assess team needs, and create a roadmap for programs and events.

Four Ways to Prepare Your Nonprofit for a Successful Year-End Audit

1. Ensure all income, expenses, and bank statements are accurately recorded and easily accessible.
2. Double-check that all accounts, including bank and credit card statements, match your records.
3. Update your financial policies and ensure compliance with nonprofit regulations and grant requirements.
4. Schedule your audit in advance, confirm required documentation, and address any pre-audit questions.

Three Ways to Encourage Last-Minute Donations

1. Emphasize the December 31st cutoff for tax-deductible contributions in your messaging.
2. Highlight how donations directly support your mission with real-life examples or testimonials.
3. Provide multiple ways to give, such as online, text-to-donate, or recurring gift options, to make contributing simple and convenient.

Two Ways to Support Your Nonprofit Team During the Holidays

1. Recognize their hard work with thank-you notes, small gifts, or a team celebration.
2. Organize a holiday gathering, whether in-person or virtual, to build camaraderie and boost morale.

One thing I know for sure:

"There is no exercise better for the heart than reaching down and lifting people up." -- Anonymous