Finish Strong: Your End-of-Year Checklist for Nonprofit Success

Prepare your nonprofit for success in 2025 with this end-of-year checklist. Learn strategies for year-end fundraising, reporting best practices, and holiday communication tips from experts Teresa Huff, Sheleia Phillips, and Chad Barger to maximize donor engagement and future growth.

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By

Instrumentl team

November 27, 2024

3 min read
Finish Strong: Your End-of-Year Checklist for Nonprofit Success

Key Takeaways

We're just 8 weeks away from 2025... With donor attention at its peak and critical reporting deadlines looming, how will your nonprofit maximize every opportunity to set the stage for future growth?

In this workshop, nonprofit strategists and fundraising experts Teresa Huff, Sheleia Phillips, and Chad Barger provide a step-by-step guide to closing out the year strong.

You'll walk away with new blueprints for:

  • 🎁 Year-end fundraising to maximize donor engagement and boost giving during the holiday season.
  • 📝 Reporting best practices to position your organization for future funding success.
  • 🎄Holiday communication strategies to deepen relationships with donors and stakeholders.

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​About our Speakers

Chad Barger, ACFRE, ACNP, helps nonprofit professionals fundraise more efficiently and effectively. He is the founder of the firm Productive Fundraising, which focuses on bringing actionable, research-based fundraising tactics to small and mid-sized non-profits. He is a top-rated conference speaker and webinar presenter as well as a master trainer of boards that “don’t want to fundraise.” Chad is also a strategic advisor and coach to many non-profit fundraisers, executive directors and board members.

Sheleia Phillips, MPH, CHES, is the driving force behind SMP Nonprofit Consulting, where she serves as Founder and CEO. For almost a decade, Sheleia has been dedicated to helping nonprofits achieve their goals. Sheleia's focus on detail and commitment to her clients has resulted in millions of dollars in grant funding for nonprofit organizations, educational institutions, and government agencies. She is a Goldman Sachs Black in Business Scholar, and firmly believes that nonprofits play an essential role in creating positive change.

Teresa Huff, ACNP, is host of the Grant Writing Simplified Podcast, TEDx speaker, and nonprofit strategy expert. Referred to in The Bellwether magazine as “the nonprofit powerhouse,” she’s helped nonprofits triple their funding and maximize their impact. After winning over $8 million for schools and nonprofits, she now teaches nonprofits the strategies they need to develop millions in sustainable funding. As an Advanced Certified Nonprofit Professional (ACNP), Teresa helps nonprofit leaders take their skills to the next level.

Instrumentl Partner Webinars are collaborations between Instrumentl and its community partners to provide free educational workshops for grant professionals. Our goal is to tackle a problem grant professionals often have to solve, while also sharing different ways Instrumentl’s platform can help grant writers win more grants.

👉 Start your 14-day Instrumentl trial and find grants for your nonprofit here: https://www.instrumentl.com/r/YearEnd

🖥 Link to presentation slides: https://docs.google.com/presentation/d/1R6z4hG1i7nGciixXYHRmcda4XX2SvFHRZ4IRPKWVT0c/edit?usp=sharing

⚡️Go here to register for our future free grants workshops: https://lu.ma/instrumentl/events

Instrumentl Partner Workshop Replay

Instrumentl Partner Workshop Slides

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