Year-End Checklist for Grantmakers

Kathleen Ward

Year-end is a critical time for grantmakers to review, organize, and prepare for the upcoming year effectively.

Adopting a checklist mindset promotes consistency and operational efficiency, allowing teams to manage tasks systematically and reduce the risk of oversight.

By following a structured approach, grantmakers can ensure that all necessary actions are completed, stakeholders are informed, and data is accurate, which ultimately contributes to a smoother transition into the new fiscal year.

Blackbaud Grantmaking users can access additional support and learning materials through the Grantmaking On-Demand Resource Library. This platform offers tips, tutorials, and a worksheet titled “Year-End Checklist for Grantmakers”. These resources are designed to help users navigate the system more effectively and implement best practices. Leveraging these tools enhances user proficiency and promotes continuous improvement within the organization.

Blackbaud Grantmaking Year End Checklist_2025.pdf