Year-End Checklist for Nonprofits
Nonprofit Leaders: It’s Year-End Checklist Time
As we close out 2025, staying organized and compliant is essential for a smooth transition into the new year. To support you, we created a FREE Year-End Nonprofit Checklist covering the most important tasks every organization should complete before December 31.
- Reconcile all bank and grant accounts
- Confirm restricted vs. unrestricted net assets
- Review donations, grants, and program income
- Prepare year-end financial statements
- Gather documents for Form 990
- Update board roster and governance documents/bylaws
- Send acknowledgments for donations over $250
- Review grant reporting deadlines
- Evaluate program results vs. goals
- Update donor and grant databases
- Review contracts and insurance policies
- Plan Giving Tuesday & year-end campaigns
- Confirm payroll, contractor forms, and W-9s
- Plan your 2026 fundraising and outreach strategy
Strong compliance and clear financial organization set your nonprofit up for success in the year ahead.
Stay mission-focused. We’ll help you stay audit-ready
Mirror Accounting Services is a CPA firm that specializes in accounting, advisory, and tax services. Whether you need assistance with bookkeeping, accounting, or financial planning, Mirror Accounting can guide you through the process.