Training details

calendar_today Tuesday, August 30, 2022

access_time Eastern: 1:00 pm - 4:00 pm
Central: 12:00 pm - 3:00 pm
Mountain: 11:00 am - 2:00 pm
Pacific: 10:00 am - 1:00 pm

place Online

attach_money $49

Sold out


Each November and December, fundraisers at nonprofits large and small are consumed by the End-of-Year (EOY) giving season. In these two months alone, many organizations raise as much as 30% of their annual philanthropic income. With so much revenue at stake during the EOY giving season, you need to be prepared with a comprehensive campaign plan that inspires, engages, and retains your donors.

In this workshop, Thread Strategies will share the essentials of campaign planning for EOY fundraising success. You’ll learn when and how to begin strategizing your campaign, including auditing and updating your systems, setting an inspiring goal and messaging, segmenting your donors, managing your cultivation and solicitation timeline, and following up with memorable stewardship. Drawing on real-world examples, you’ll also learn from recent research and best practices about what’s currently working for cultivating and connecting with donors.

This workshop will include ample opportunity for live Q/A and hands-on work so that you walk away with answers to your specific questions and the opportunity to put the wheels in motion for planning your 2022 EOY campaign.

Before you attend: We encourage each participant to prepare for class by brainstorming at least 1-2 questions they want help answering about how to maximize EOY fundraising at their nonprofit.

To support your work and ensure our trainings are more accessible, we’re offering this program at an early-bird price of $49—half of the standard cost. The price increases to $99 on Aug 23, 2022.

Qualifies for
3 CFRE point(s)

Additional information

How Our Virtual Workshops Work:

Within one business day of your registration, you will be enrolled in this course and receive an e-mail from Candid Learning through our eLearning platform, Bridge. This email will have instructions on how to create your own online account in Bridge as well as a link to access your course.

In Bridge, you will be introduced to the course and instructors and be provided with links to the live session, which will be held in Zoom on the following day:

  • Tuesday, August 30, 2022, 1:00 - 4:00pm ET

We recommend using Firefox as your browser. Visit Bridge for more information on accessing courses, navigating through a course, and viewing its technical requirements. You can learn more about Zoom by accessing this page. You will have access to the course for 90 days after enrollment. The course fee entitles purchaser to one computer log-in which cannot be shared. In addition, no refunds, transfers or credits will be issued.

Unable to attend the live session? While we strongly encourage you to attend the highly-interactive live sessions, we will record the live meetings and circulate the recording to all course participants within 24 hours of the meetings.

By enrolling in this training, you agree to grant Candid permission to document this session with photography, film, and/or video. Material captured may be used in future publications, brochures, or other printed materials used to promote Candid. Please inform instructor if you do not agree to these conditions.


  • Understand the key stages and phases of planning and executing an EOY campaign
  • Audit your systems and operations in preparation for EOY fundraising
  • Learn how to set a meaningful fundraising goal and craft messaging around it
  • Learn how to cultivate, solicit, and steward your donors with authentic engagement
  • Brainstorm fresh ideas and tips for how to make your EOY campaign compelling and memorable without breaking your budget

Intended audience

  • All levels of experience
  • Board members
  • CEOs, executive directors, upper management
  • Fundraising & development staff
  • Grant writers
  • Marketing, communications, external affairs
  • Nonprofit startups
  • Program directors and staff