Annual Giving Campaign Checklist: 10 Questions to Answer Before Launch

What should you check before launching an annual giving campaign?

Review donor relationships, audience criteria, channel coordination, overlaps, exclusions, and how campaign assignments will be recorded in your CRM.

This free annual giving campaign checklist brings those decisions into one practical review for fundraising, communications, and data teams. Use it before finalizing appeal codes, mailing files, or scheduled emails.

Preview three questions from the checklist

1. Are we unintentionally excluding active donors because they gave earlier in the year? Check whether broad suppression rules are removing donors who may still welcome this appeal.
2. Does the campaign tell one connected story across direct mail, email, and digital channels? Review the planned message, timing, and ask together.
3. Have we checked every segment for overlaps, unexpected exclusions, and unusual changes in audience size? Investigate results before releasing the final audiences.

What you receive

A nine-page PDF with 10 review questions, explanations of why each matters, practical validation prompts, Yes / Needs Review checks, space for notes, and a final campaign readiness review.

The checklist covers:

Download the free annual giving checklist

Complete the form to open the PDF. Review the questions with your fundraising, communications, and data colleagues, mark items that need review, and record follow-up actions before launch.