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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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:
Find and win more grants for your nonprofit!
Start saving 3 hours a week and increase your grant applications by 78%.
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
Find and win more grants for your nonprofit!
Start saving 3 hours a week and increase your grant applications by 78%.
An end-of-year checklist helps nonprofits stay organized, ensure all tasks are completed, and evaluate performance effectively, which can set the stage for success in the coming year.
Nonprofits can engage donors by sending personalized thank-you notes, providing updates on the impact of their contributions, and creating targeted year-end fundraising campaigns.
A nonprofit’s financial review should include an analysis of annual budgets, tracking of incoming donations, an audit of expenses, and ensuring tax documents are prepared and accurate.
Donor appreciation strengthens relationships, encourages future contributions, and shows that the organization values their support, making it more likely for donors to stay engaged long-term.
Nonprofits can plan effectively by setting clear goals, creating a strategic fundraising plan, analyzing past performance, and involving their team in brainstorming and decision-making processes.
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