Year-End Giving Deadlines Template

Different gift types have different processing timelines. Gifts of stock, Donor-Advised Fund grants, and IRA distributions generally require more time than credit card or check donations, and most donors do not find that out until the final days of the year.

This template gives you a single page to fill in, publish, and link to from your December emails.

How to use it

Everything in brackets is yours to replace, so you can use find and replace to catch it all. Set your own dates rather than using the suggested ones, since processing times vary by institution and by your own internal steps. Delete any gift type you cannot accept, and delete the optional lines that do not apply to you.

The file is an editable Word document. It opens in Word, Google Docs, and Pages, so you can adapt it however you need and export your own PDF when it is ready.

Download the template to get your team and your donors organized before year-end.