End-of-Fiscal-Year Checklist for Nonprofits
For many nonprofits, the end of the fiscal year (often June 30) feels a lot like tax season—but with even more moving pieces. Reports to generate. Campaigns to close. Websites to update. Donors to thank. And all of it on a tight timeline.
Sound familiar?
If you’re already feeling the pressure, you’re not alone. But take a deep breath—we’ve got you. This checklist will walk you through the key tasks to tackle in May and June, and show you how Flipcause can help lighten the load every step of the way.
Why the Fiscal Year Wrap-Up Is a Big Deal
Your fiscal year-end is more than just a date on the calendar. It’s when your team:
- Reviews how fundraising performed
- Finalizes financial and impact reports
- Preps for audits or board presentations
- Launches strategies for the year ahead
And most importantly—it’s your chance to show donors and stakeholders the difference you made together.
But doing it all manually? That’s where burnout begins. Instead, here’s how to do it smarter—not harder.
Your End-of-Fiscal-Year Checklist (Made Easier with Flipcause)
1. Review Campaign Performance
Check which fundraising efforts performed best, which didn’t, and why.
Flipcause Tip:
Your campaign data is already organized and ready to view. Use built-in reports to see donor activity, payment types, and goal tracking—all in one place.
2. Update and Clean Your Donor Lists
Outdated contact info? Duplicate entries? Now’s the time to tidy up.
Flipcause Tip:
Our CRM features let you search, filter, and export clean donor data fast. And if you’re short on time, our Concierge Team can help you clean and organize it.
3. Generate Reports for Your Board or Funders
Need a snapshot of your year? Don’t spend hours manually compiling spreadsheets.
Flipcause Tip:
Request customized reports through our Concierge Service and we’ll deliver exactly what you need—sorted, summarized, and share-ready.
4. Update Your Website or Donation Forms
New fiscal year = new programs, goals, and impact to share.
Flipcause Tip:
Submit a quick request and our team will update your Flipcause-powered website or donation forms for you—at no extra cost.
5. Send Donor Thank-Yous and Impact Updates
Closing the loop with donors keeps them engaged—and more likely to give again.
Flipcause Tip:
Use our built-in thank-you emails, or add a personal touch with a donation follow-up campaign. We can help you set it up!
6. Plan Ahead for Summer and Fall Campaigns
Once you wrap up the fiscal year, set yourself up for what’s next.
Flipcause Tip:
Our platform makes it easy to schedule peer-to-peer fundraisers, event registrations, or recurring donation drives. Plus, we’ll build it for you—just ask!
Pro Tip: Use Data to Tell a Story, Not Just Report Numbers
A spreadsheet full of totals doesn’t inspire your donors or board—but a story with impact does. Use your Flipcause campaign reports to show:
- Growth over time
- Engagement from volunteers or new donors
- Real-world results from community support
With Flipcause, your year-end data is more than just information—it’s a celebration of what you’ve accomplished together.
Let Flipcause Help You Finish the Year Strong
You don’t have to juggle platforms, wrangle spreadsheets, or go it alone. With Flipcause’s all-in-one tools and unlimited human support, your end-of-fiscal-year process becomes less of a scramble—and more of a strategy.
Ready to wrap up the year with less stress and more clarity?
Let Flipcause handle the logistics so you can focus on your mission.
