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eleo nonprofit monthly planning workbook

Each month, we deliver fresh, seasonal ideas and practical action items tailored for small nonprofits. Whether you’re planning events, engaging donors, or boosting your outreach, we’ve got you covered with timely tips and inspiration. Plus, download the workbook to use all month long—perfect for staying organized and on track!

This month we feature August!

August is your nonprofit’s springboard into the busy fall season. While things may still feel quiet externally, this is the month to wrap up summer, re-engage supporters, and lay the groundwork for your most important campaigns of the year.

In this month’s workbook you’ll find:

  • August Awareness, Holidays & Observances
  • Key August Tasks for Nonprofits
  • Weekly August Content Calendar
  • August Nonprofit Checklist
  • Monthly Look Ahead
  • Bonus Tip

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Let’s Dig in to the August | Nonprofit Monthly Planning Workbook

August is your nonprofit’s springboard into the busy fall season. While things may still feel quiet externally, this is the month to wrap up summer, re-engage supporters, and lay the groundwork for your most important campaigns of the year.

eleo nonprofit monthly checklist august back to school Awareness Holidays & Observances

Use these awareness dates to create thoughtful, mission-aligned content:

  • Back-to-School Season (timing varies by region)
  • National Make-A-Will Month
  • Black Philanthropy Month
  • National Wellness Month
  • National Nonprofit Day – August 17
  • World Humanitarian Day – August 19
  • Dog Appreciation Day – August 26
  • Women’s Equality Day – August 26

Themes this month include long-term impact, education, giving, and re-engagement.

Key August Tasks for Nonprofits

  • Finalize strategies for Donor-Advised Fund (DAF) Day, Giving Tuesday and year-end fundraising
  • Reach out to lapsed or quiet summer donors
  • Segment donor lists (e.g., LYBUNTs, major donors, recurring givers)
  • Prepare content calendars and creative assets for September–December
  • Run or support back-to-school drives or education programs
  • Promote legacy giving during Make-A-Will Month
  • Recruit and re-engage volunteers for fall programming
  • Organize your CRM, digital files, and internal toolkits
  • Host staff or board check-ins to kick off fall

eleo nonprofit monthly calendar Weekly August Content Calendar

Week 1: Long-Term Giving & Planning Ahead
Theme: Legacy & Future Impact

  • Promote Make-A-Will Month – “Leave a legacy that lasts”
  • Share a donor or supporter story tied to planned giving
  • Tease what’s coming this fall and how to get involved early

Week 2: Mission Momentum & Readiness
Theme: Focus & Fresh Energy

  • Preview fall initiatives or fundraising themes
  • Share a team quote or behind-the-scenes moment
  • Post a “How to Support Us This Fall” checklist

Week 3: Nonprofit & Humanitarian Focus
Theme: Celebration & Service

  • Aug 17: National Nonprofit Day – Tell your founding story or post impact stats
  • Aug 19: World Humanitarian Day – Spotlight a volunteer, donor, or community partner
  • Share a staff or board appreciation photo or not

Week 4: Back-to-School, Volunteers & Pets
Theme: New Starts & Community Support

  • Launch or recap back-to-school initiatives (drives, scholarships, services)
  • Share stories of youth or families you serve (if applicable)
  • Post a volunteer recruitment message
  • Aug 26: National Dog Day – Share adoptable pets, a pet-themed campaign, or fun behind-the-scenes dog content (if applicable)
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Bonus Tip for Nonprofits:

August is your launch pad. It’s the final calm before the year-end rush—use it to organize, motivate, and build momentum. Planning now means more focus, less stress, and stronger results in the fall.

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Look Ahead

September: Launch fall fundraising awareness campaigns, onboard fall volunteers or interns, and begin outlining your year-end appeal strategy.

eleo nonprofit monthly checklist August Nonprofit Checklist

Fundraising & Donor Relations

  • Celebrate National Nonprofit Day by showcasing your mission and impact
  • Promote planned giving during Make-A-Will Month
  • Begin segmenting donors for fall outreach
  • Send a light summer impact update or thank-you message

Programs & Events

  • Launch or support back-to-school initiatives (supplies, scholarships, services)
  • Finalize event plans for September–October (community events, donor gatherings)
  • Begin fall volunteer onboarding

Communications

  • Share impact stories tied to school, youth, or summer services
  • Spotlight awareness holidays and observances listed above that align with your mission
  • Begin teasing fall campaigns via email and social

Internal Planning & Organization

  • Hold a team planning meeting or staff kickoff
  • Prepare internal resources and toolkits for fundraising season
  • Organize brand assets, donor data, and campaign materials
  • Track and forecast your Q1 performance (if your Fiscal Year began in July)

Nonprofit Planning Workbooks

JULY

July is a quieter month in terms of fundraising, but it’s a prime opportunity for internal resets, strategic planning, light stewardship, and summer storytelling. Whether your nonprofit just kicked off a new fiscal year or is simply riding the mid-year wave, July is your chance to regroup and prepare for the busy fall season.Download Your July Workbook

JUNE

June is a “wrap-and-refresh” month for many nonprofits—especially those closing out their fiscal year at the end of June. It’s a time to finish strong, kick off summer programming, and prepare for a fresh start in July. Whether or not your organization follows a July–June fiscal calendar, this guide helps you stay on track and aligned with the season.Download Your June Workbook

MAY

May is a transitional month for many nonprofits—wrapping up spring efforts, ramping up for summer programs, and laying the groundwork for fall. Whether you’re focused on fundraising, volunteer engagement, or program planning, this guide will help you make the most of May.Download Your May Workbook