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Preparing for Giving Season

The busiest giving time rewards preparation. Here is how to be ready.

Quick answer

Prepare for giving season by getting records and processes ready in advance, since a large share of donations often arrives in a short window. Plan how you will promptly acknowledge and receipt the surge so no donor waits, and be ready to steward new donors from the first thank you into lasting supporters.

Holiday giving season charity donation

Giving concentrates

A large share of donations often arrives in a short year end giving season. Being prepared for that concentration, rather than caught out by it, is what lets a nonprofit make the most of its most generous time. Related: Why Year End Receipts Matter to Donors

Keep reading: Why Year End Receipts Matter to Donors, What a Compliant Donation Receipt Needs, Thank You Letters That Deepen Giving. See how TaxThank helps you year-end donation receipts and tax letters for nonprofits.

Get your records ready

Giving season brings a surge of gifts to record and acknowledge. Having your donor records clean and your processes ready beforehand means you can keep up with the flood rather than falling behind on thanks and receipts. Related: Thank You Letters That Deepen Giving

Plan your acknowledgements

Donors who give during giving season deserve prompt thanks, at exactly the busiest time. Planning how you will acknowledge and receipt the surge, in advance, ensures no donor is left waiting. Related: The Relationship Behind the Receipt

Be ready to steward

Giving season is also a chance to begin lasting relationships with new donors. Being prepared to steward them well, from the first thank you, is what turns a seasonal gift into ongoing support through the year. Related: How much tax language belongs on the acknowledgment for a donor-advised fund grant?

Key takeaways
  • Giving often concentrates in a short season
  • Get records and processes ready in advance
  • Plan prompt acknowledgements for the surge
  • Prepare to steward new donors into lasting supporters
Julien Jimenez
Written by

Julien Jimenez

Julien Jimenez is an independent software builder based in Paris. He designs, ships, and operates focused SaaS products for small businesses and independent professionals. Read the full author page.

Frequently asked questions

Why does preparation matter so much for giving season?

A large share of donations concentrates in a short period. Being ready rather than caught out lets a nonprofit keep up with the surge and make the most of its most generous time.

What opportunity does giving season create beyond receipts?

It is a chance to begin lasting relationships with new donors. Stewarding them well from the first thank you is what turns a seasonal gift into ongoing support through the year.

Send every donor a receipt they can actually use

Year-end donation receipts and tax letters for nonprofits. TaxThank is built to help you put this into practice.

Prepare receipts

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