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Posted June 5th, 2026

Sharpe Insights Lagniappe: More Than Just Year-End Marketing—A Helpful Checklist

Year-End Checklist[   ] Do you have a plan for adequate staff coverage through the end of the business day on Dec. 31, which is a Thursday this year?

[   ] Do you have clear and easy-to-follow internal procedures for last-minute gifts?

[   ] Do you have language for acknowledgment letters and thank-you notes?

[   ] For appreciated securities gifts, QCDs and gifts from DAFs, do you have proper documentation processes in place? Have you added the necessary information to your website?

[   ] Do you have backup plans for any online technical issues that may occur?

 

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