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 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.
Let’s Dig in to the JULY | Nonprofit Monthly Planning Workbook
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.
Awareness, Holidays & Observances
These observances offer a range of campaign and engagement opportunities:
Start of Fiscal Year (for orgs with a July–June fiscal calendar)
Dog Days of Summer – Late July (great for animal-related orgs)
Disability Pride Month
Minority Mental Health Awareness Month
National Make a Difference to Children Month
National Bereaved Parents Awareness Month
Independence Day – July 4
World Youth Skills Day – July 15
World Day Against Trafficking in Persons – July 30
National Ice Cream Day, Give Something Away Day, etc. – great for light social content or event
Themes this month center around freedom, inclusion, youth empowerment, new beginnings, and creative summer engagement.
Key July Tasks for Nonprofits
Launch goals and budgets (if your fiscal year starts July 1)
Share your annual priorities or theme with stakeholders
Onboard new board members and hold orientation or planning sessions
Send mid-year donor updates or summer thank-yous
Run a light summer engagement campaign (social, email, or peer-to-peer)
Begin fall campaign planning and timeline mapping
Organize content from summer programs for future storytelling
Audit and clean up CRM, mailing lists, and donor data
July 15: World Youth Skills Day – spotlight programs focused on youth learning or leadership
Feature a young new volunteer, staffer, board member, or intern
Share how your organization empowers the next generation to carry your mission forward
Show the role of donors/volunteers in supporting youth
Week 3: Behind the Scenes & Fall Prep Theme: Momentum & Transparency
Post photos from a staff retreat, planning session, or board meeting
Share how you’re preparing for fall events or Giving Tuesday
Introduce a team member or department with a “meet the team” post
Week 4: Mid-Summer Engagement Theme: Connection & Community
Ask supporters: “What can we share more of to keep you informed?”
Share photos or recap of a summer event
Promote upcoming volunteer or donor opportunities
Tease a fall campaign or save-the-date
Bonus Tip for Nonprofits:
July is your breathing room. Don’t stress if fundraising is quiet—use this time to reset your strategy, recharge your team, and re-engage supporters with light, relationship-building content. You’ll thank yourself in September.
Look Ahead
August: Wrap up summer, re-engage supporters, and prep top campaigns
July Nonprofit Checklist
Fundraising & Donor Engagement
Send a mid-year donor update with impact highlights
Launch a light summer stewardship campaign (e.g., “Cool Impact, Hot Summer”)
Optional: Run a fun, low-pressure campaign (e.g., peer-to-peer, “Christmas in July”)
Communications & Content
Post Independence Day content if aligned with your mission
Share content for Disability Pride or Minority Mental Health Month
Use lighter social content (staff photos, summer behind-the-scenes, volunteer features)
Start planning messaging and assets for fall appeals or events
Planning & Operations
Roll out new fiscal year plans and departmental budgets (if your FY starts in July)
Hold a team-building event or summer planning day
Start securing vendors, venues, or tech tools for fall
Audit your CRM and marketing tools—tidy up before the busy season
Board & Volunteers
Onboard new board members and share upcoming priorities
Reconnect with inactive or summer-slow volunteers
Start recruiting interns or volunteers for fall programs
Nonprofit Planning Workbooks
JULY NONPROFIT WORKBOOK
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 June Workbook
MAY NONPROFIT WORKBOOK
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
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