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The ultimate Giving Tuesday checklist for nonprofits: 10 to-do items

The ultimate Giving Tuesday checklist for nonprofits: 10 to-do items

Michael Davis
Contributing writer, BILL
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In 2022, Giving Tuesday donations hit $3.1 billion in the US alone, according to an impact report published by the eponymous organization that supports the movement. For nonprofits, these donations can move the needle toward realizing their vision. 

What is Giving Tuesday? 

Giving Tuesday is a global movement that encourages people to donate to organizations working toward the change they wish to see. Celebrated after the Black Friday and Cyber Monday shopping blitz, it’s an opportunity to turn our collective focus from consumerism to community. It’s also a major opportunity for nonprofits. 

How can Giving Tuesday benefit nonprofits? 

But the impact of a Giving Tuesday campaign goes beyond the money raised. Thanks to its Giving Tuesday campaign last year, Manhattan Soccer Club (MSC), a BILL customer and New York City’s largest soccer club, gained over 50 new donors. “Because we are not like a traditional nonprofit whose primary funding source is derived from donations, we look at new engagements as achievements,” explains Samuel Arnoff, General Manager of MSC. “If we can cultivate one or two new families into long-term donors, that’s an added benefit.” 

Giving Tuesday has led to similar successes for Dare Humanity, which advocates for women, children, and families in underserved communities. Dare Humanity’s Giving Tuesday campaigns have expanded its audience and donor base, says Kia Harris Tattegrain, Founder and Executive Director of Dare Humanity, who uses BILL for her nonprofit strategy and consulting business. 

How to celebrate Giving Tuesday

Wondering how to make the most of Giving Tuesday for your nonprofit? We’ve got you covered with expert insights from Harris Tattegrain and Arnoff, based on their work behind-the-scenes of Giving Tuesday and other fundraising campaigns for their organizations.  

1. Plan ahead 

Every nonprofit’s capacity varies, but as a general rule of thumb, Harris Tattegrain recommends kicking off Giving Tuesday campaign planning at least 3 months in advance, i.e., in late August. She and her Dare Humanity team typically start content planning at least a month out. They use this time to write, approve, and schedule social posts and emails. 

Start rolling out your promotion efforts 1.5 to 2 weeks before Giving Tuesday, she suggests. If you wait until the day of, you might have a harder time standing out from the crowd. “Giving Tuesday is highly saturated, which means that just about every nonprofit’s going to be participating,” Harris Tattegrain explains. Starting early gives donors time to prepare, too, she adds. As they decide where to donate their hard-earned coin this Giving Tuesday, you want to be on their radar.

That said, don’t sweat it if you’re a little late to the party. “Give yourself grace,” Harris Tattegrain says.  “If you’re not able to do as much as you want, that’s ok. Just do what you can.”  

No matter when you start planning, make sure to post on social media and send emails multiple times on Giving Tuesday, she adds. If you post on Facebook only once in the morning, you might miss members of your audience who check Facebook later in the day. 

2. Do your cost-cutting homework 

If you’re using a fundraising platform or website, Arnoff suggests looking for opportunities to reduce transaction fees, operating fees, and other costs. Give Lively offers a free fundraising platform for nonprofits, for example, and Facebook doesn’t charge nonprofits fundraising fees

In short, putting in that extra legwork can be worth it–-but “certainly don’t wait for the last week before to start doing all this, because it takes time,” Arnoff says. 

3. Make sure your organization’s financial information is up-to-date 

Update the financial info listed on nonprofit databases like GuideStar or Charity Navigator, if necessary. Expect people to comb through these websites as they decide who to donate to this Giving Tuesday. “I think donors are becoming more and more savvy,” Arnoff says. He adds that these days, they’re doing their own research to make sure that a) you’re a legit 501(c) and b) you’re spending the majority of your dollars on programs, not on admin and fundraising. 

4. Get creative with goal-setting 

You don’t have to set a fundraising goal for Giving Tuesday. Some nonprofits don’t, Harris Tattegrain says. Instead, they might aim to increase volunteer sign-ups to help them build a pipeline of volunteers for the upcoming year. Or they might want to hit a certain number of monthly donors, which can save them time finding new donors for every campaign. Thinking outside the box can free you to set goals that could benefit your organization in ways that aren’t tied to a specific dollar amount. 

5. Cultivate community–not just $$$

“Don’t make it so that your success is just based on numbers or how much money you’ve been able to raise,” Harris Tattegrain says. Consider other measures of success, she suggests. 

For example, “let’s say it’s your first time participating in Giving Tuesday, and your team dynamic was amazing,” Harris Tattegrain says. “You were communicating well. You were creating creative content. Maybe you brought on someone new, and they did an amazing job.” 

Harris Tattegrain considers every single one of Dare Humanity’s fundraising campaigns successful. “For nonprofits to be able to get individuals who are ultimately strangers, who may not even meet their beneficiaries, to give and support them–I think that’s success,” she explains.

She and her team look not at the numbers, but at what they’ve accomplished. Even if they raise, say, 50% of their goal, that’s still 50% more funds than they had before. “Whatever the team dynamic looks like for the nonprofit, it’s important to highlight, ‘This is what we were able to accomplish as a team, and this is what it’s going to do for the people we serve,’” she says. 

6. Create a campaign landing page that checks all the boxes

First, make sure your nonprofit has an online donation form up and running. Then customize it for Giving Tuesday. Harris Tattegrain says it should include the following information to help it easy for donors to know, at a glance, how your nonprofit would use their Giving Tuesday donation: 

  • The title of your campaign. Again, specificity is key. (“Giving Tuesday 2023 Campaign” won’t cut it, in other words.) 
  • The campaign goal
  • What the campaign aims to accomplish
  • Who the campaign will impact. Share stories or photos, if possible.
  • How to get involved 
  • A donor timeline that shows not only progress toward the goal, but who’s donated and how much. “We find that donors will start to give based on past gifts,” Harris Tattegrain says. Seeing that a friend has donated, for example, might inspire them to follow suit. 

7. Get creative with marketing 

Sure, GivingTuesday.org offers logos you can use to promote your campaign on social media, but that still leaves plenty of room for creativity, Harris Tattegrain says. Think of how to promote not only Giving Tuesday, but what it would mean for donors to give to your campaign in particular. Maybe that means posting a Reel on Instagram instead of the usual static post. 

Looking for a tool to create social media and other marketing images? Harris Tattegrain recommends Canva, an online graphic design app that’s easy for even non-designers to use. 

8. Personalize your comms 

Taking the time to tailor your Giving Tuesday emails and other comms to your audience, as well as to your campaign, can make them more effective, according to Harris Tattegrain and Arnoff. 

First things first, “they should come from individuals that the membership can associate with,” Arnoff says. A message from an MSC board president might be less effective than one from a director of coaching, who parents regularly see on the field. “They're more eager to give because they can rationalize in their head, ‘If I give a dollar, or $5, or whatever it is, it's because I know this person, and I know they're doing X, Y and Z, and this is the benefit that I'm getting in return.’”

Secondly, make it crystal clear to donors how much of a difference their donations will make by highlighting only a few impacts, Arnoff adds–not a generic laundry list of everything your nonprofit has accomplished with all donations received to date. “I think naming 3 or 4 things your nonprofit has accomplished with donations received to date in your Giving Tuesday communications is more powerful than a blanket approach where you're naming all these things, and it’s not quite clear how donors’ money is going to be allocated,” he says. 

Finally, think beyond text-only email appeals. Show your donors that your Giving Tuesday campaign is no ordinary campaign. Harris Tattegrain and her Dare Humanity team have embedded short videos into their emails, for instance, allowing donors to see and hear from a person. 

9. Embrace technology

For nonprofits with limited resources, a financial automation solution like BILL can free up time to focus on Giving Tuesday fundraising, rather than tedious manual accounting processes. 

That’s been the case for MSC. Before BILL, “I didn't even have as much time as I do now to think about fundraising,” Arnoff says. “A lot of that time was being spent on filing papers, bankers boxes for the auditors, storage of these bankers boxes X number of years based on IRS requirements. All that went away when we moved to the cloud.” 

New tech usually comes with a learning curve. But BILL’s isn’t huge, Arnoff says–and the payoff is “just enormous.” “I think if a not-for-profit understands the value and the power of technology, and embraces it, they'll quickly realize their return,” he adds. 

10. Remember: Mindset matters 

Heading into Giving Tuesday with a positive outlook can make all the difference. “Nonprofits will be successful based on their mentality towards it,” Harris Tattegrain says. “If they’re optimistic about it, they’re going to have a great campaign. Just be positive, be consistent, and realize you are making an impact. It’s not always about the numbers.”

All of this is to say, the fact that your nonprofit’s even running a Giving Tuesday campaign already deserves a round of applause. Yes, make the most of it. But amid the flurry of preparations, don’t forget to celebrate you–and your team’s–commitment to making a difference.  

BILL saves nonprofits time to focus on what matters 

From industry trade groups to community development organizations, thousands of nonprofits use BILL. With our integrated and automated financial operations platform, they can reclaim precious time and resources to focus more on their mission. Plus, our advanced security tools and real-time visibility into spend helps them ensure policy compliance and prevent fraud. 

Curious about how streamlining your financial operations with BILL can empower your nonprofit to make a greater impact?  Sign up for a demo today.

Author
Michael Davis
Contributing writer, BILL
Michael specializes in helping businesses optimize financial operations by staying up-to-date with industry trends and translating insights into real-world applications. With expertise in AP, cash flow, and fintech, Michael breaks down complex topics to help businesses continue to grow.
Author
Michael Davis
Contributing writer, BILL
Michael specializes in helping businesses optimize financial operations by staying up-to-date with industry trends and translating insights into real-world applications. With expertise in AP, cash flow, and fintech, Michael breaks down complex topics to help businesses continue to grow.
Get more from BILL
Subscribe to finance insights and thought leadership content delivered straight to your inbox.
By continuing, you agree to BILL's Terms of Service and Privacy Notice.

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Software Comparison

BILL Spend & Expense
Best for AI expense automation
4.5 on G2
  • Smart corporate cards with real-time tracking, flexible limits, and instant visibility into every transaction across your team [1]
  • Unlimited free virtual cards with unique numbers for each vendor or subscription—freeze, delete, or set custom limits instantly to prevent overcharges and reduce fraud risk [5]
  • AI-powered auto-categorization and receipt matching that connects card transactions and expenses into a single reconciliation workflow [1]
  • Customizable budgets with spend controls based on merchant, amount, receipt requirements, and configurable approval workflows [3]
  • Auto-freeze on cards with incomplete transactions, ensuring receipts and documentation are captured before additional spend is approved [1]
  • Up to 7x points on restaurants, 5x on hotels, 2x on recurring software, and 1.5x on all other purchases (rates shown are for weekly or daily billing cycle; rates vary by billing frequency) [2]
  • Two-way sync with QuickBooks, NetSuite, Sage Intacct, Xero, and Microsoft Dynamics; additional integrations with Acumatica, Slack, and HRIS platforms [1]

Pros

  • $0/user/month with all features included—no paid tier to unlock [4]
  • Merchant controls and auto-freeze cards at no extra cost [1]
  • Credit lines that don't fluctuate daily based on bank balance [4]
  • All ERP integrations (NetSuite, Sage Intacct, Xero) included free [1]

Cons

  • 12-month holding period before rewards can be redeemed [2]
  • Category reward multipliers cap at $5,000/month per category [2]
  • Less established in global, enterprise-scale expense programs with multi-country regulatory requirements

BILL Spend & Expense pairs corporate cards with AI-powered expense management and budget controls in a single platform at no cost—teams aren't paying per user or upgrading to unlock features that competitors gate behind paid tiers.

Merchant-level spend controls and auto-freeze on incomplete transactions give admins granular oversight without manual policing, and two-way ERP integrations are included free where Ramp and Brex charge for NetSuite and Sage Intacct access. The main trade-off is an initial 12-month rewards holding period before accumulated points can be redeemed. [1][2][3][4]

Commonly compared to: Ramp and Brex (for card-first expense management), and SAP Concur (for enterprise expense programs).

Pricing
$0/user/month with no annual fee
Integrations
Two-way sync with QuickBooks, NetSuite, Sage Intacct, Xero, and Microsoft
Ideal company size
SMB to mid-market
SAP Concur
Best for large enterprises
4 on G2
  • AI-powered receipt capture via ExpenseIt on the SAP Concur mobile app, with smart matching that combines credit card charges and e-receipts into expense reports automatically [7]
  • Configurable approval workflows with built-in audit rules that flag policy exceptions, plus optional Intelligent Audit and Verify add-ons for automated compliance checks [6][7]
  • Modular product suite: Concur Expense, Concur Travel, and Concur Invoice are separate products that can be purchased individually or together, so organizations can start with expense management and add capabilities over time [6]
  • Bank card feed integrations that import corporate card transactions directly into expense reports for automatic reconciliation [6]
  • Joule, SAP's AI assistant, for expense report review, spend analysis, and cost estimation [6]
  • Budget tracking and monitoring tools that give finance teams visibility into spend against departmental or project-level budgets [6]
  • Support for global operations with multi-currency expense reporting and country-specific tax and regulatory compliance tools [6]
  • Pro: 300+ pre-built integrations including native SAP ERP sync [7][8]
  • Pro: Global coverage with multi-currency and regulatory compliance tools [6]
  • Pro: Modular—add travel or invoice management without switching platforms [6]
  • Pro: AI-powered receipt capture and smart matching via ExpenseIt [7]
  • Con: Quote-based pricing; no published rates on the website [6]
  • Con: No corporate card offering; relies on bank card feed integrations [6]
  • Con: Implementation can be complex for smaller organizations [6]
  • Con: Live support requires purchasing the User Support Desk service [6]

SAP Concur is the incumbent in expense management software, with the largest partner ecosystem and broadest global footprint on this list. Its modular approach gives large organizations flexibility to start with expense management and layer on travel or invoice capabilities independently.

The trade-off is complexity—pricing is opaque, there's no corporate card offering, and smaller teams may find the platform more than they need. Organizations already in the SAP ecosystem will get the most value from native S/4HANA integration. [6][7][8]

Commonly compared to: BILL (for SMB expense management), and Coupa (for enterprise spend management).

Pricing
Quote-based
Integrations
QuickBooks, Xero, Sage,TSheets, Gusto, & most business credit cards.
Ideal Company Size
Mid-market to enterprise
Ramp
Best for a broad spend platform
4.8 on G2
  • Corporate cards with customizable spend controls by merchant, category, employee, or department, plus unlimited virtual and physical cards [9][10]
  • AI-powered receipt matching, transaction coding, and memo suggestions that auto-populate as soon as a card is swiped [9]
  • Policy agent that reviews every expense against company policy, auto-approves compliant transactions, and escalates only exceptions with full audit trail [9]
  • Expense submission via SMS, Slack, or Microsoft Teams in addition to web and mobile app [9]
  • Reimbursements for out-of-pocket expenses paid to employees' bank accounts in 1–2 business days [9]
  • Real-time spend reporting with custom dashboards, natural-language queries, and proactive overspend alerts [9]
  • Broader spend platform that includes AP automation, procurement, vendor management, and treasury alongside expense management [9]

Pros

  • Free plan includes corporate cards, expenses, and bill pay [11]
  • AI policy agent reviews 100% of expenses automatically [9]
  • Submit expenses via SMS, Slack, or Teams—no app required [9]
  • Broader spend platform covers AP, procurement, and vendor management [9]

Cons

  • Budget tracking requires Ramp Plus at $15/user/month [11]
  • NetSuite, Sage Intacct, and Dynamics integrations require a paid plan [11]
  • HRIS syncs and auto-lock cards require a paid plan [11]
  • Credit limits fluctuate daily based on connected bank balance [12]

Ramp's strength is breadth—it's not just an expense tool but a full spend management platform that includes AP automation, procurement, and vendor management alongside expenses. The AI policy agent is a differentiator, reviewing every transaction against company rules rather than relying on manual manager approvals.

The trade-off is that several features mid-market teams rely on—budget tracking, ERP integrations beyond QuickBooks and Xero, and HRIS syncs—require upgrading to Ramp Plus at $15/user/month plus a platform fee. [9][11]

Commonly compared to: Brex and BILL (for corporate cards and expense management), and SAP Concur (for enterprise expense programs).

Pricing
$0/user/month
Integrations
QuickBooks, NetSuite, Xero, Sage Intacct, Slack, & 100+ accounting tools.
Ideal Company Size
Startups to mid-market
Brex
Best for global teams
4.8 on G2
  • Corporate cards with customizable spend limits by role, department, or category, plus auto-approve for in-policy expenses and auto-decline for out-of-policy spend [13][14]
  • AI-powered expense reviews that auto-approve compliant transactions and surface only exceptions for human review, with clear visibility into why a transaction is flagged [13]
  • Auto-generated receipts and memos with OCR that matches receipts in any language or currency, plus automatic GL coding by department, project, and entity [13]
  • Live Budgets that let department heads set top-level budgets, provision spend to individuals or teams, and track usage in real time with anomaly detection [13]
  • Global reimbursements in 70+ countries in employees' local currency, with subsidiaries able to issue reimbursements from local bank accounts [13]
  • Expense submission and approval via Slack and WhatsApp, with in-app commenting on individual transactions [13]
  • Broader financial platform that includes bill pay, business banking with up to 3.68% yield, and treasury alongside expense management [14]

Pros

  • Free plan includes corporate cards, expenses, bill pay, and travel [15]
  • AI expense reviews with 99% average policy compliance rate [14]
  • Global reimbursements in 70+ countries in local currency [13]
  • Live Budgets with real-time tracking and anomaly detection [13]

Cons

  • Live Budgets require Premium at $12/user/month [15]
  • HRIS syncs and customizable ERP integrations require a paid plan [15]
  • Credit limits fluctuate daily based on connected bank balance [16]
  • Multiple expense policies and dynamic review chains require Premium [15]

Brex positions itself as a full financial stack for startups—cards, expenses, banking, and treasury in one platform. The AI expense reviews and 99% average compliance rate (per Brex's internal metrics) are notable, and the global reimbursement coverage across 70+ countries is broader than most competitors on this list.

Like Ramp, Brex gates budget management and HRIS integrations behind a paid tier, and credit limits fluctuate daily based on your bank balance. Teams that need predictable spending power or are past the startup stage may find the pricing structure adds up. [13][14][15]

Commonly compared to: Ramp and BILL (for corporate cards and expense management), and SAP Concur (for enterprise expense programs).

Pricing
$0/user/month
Integrations
NetSuite, QuickBooks, Workday,SAP Concur, Slack, & global banking portals.
Ideal Company Size
Startups to mid-market
Expensify
Best for simple reimbursements
4.5 on G2
  • SmartScan receipt capture by photo, email forwarding (receipts@expensify.com), or text message; auto-extracts transaction details and categorizes expenses [17]
  • Bring-your-own-card support: link existing corporate cards from 10,000+ banks globally for automatic reconciliation without switching card providers [17]
  • Expensify Visa Commercial Card with cash back on US purchases; cash back first offsets the Expensify subscription cost, then flows to the company's bank account [17]
  • Concierge AI for automated expense categorization, policy violation flagging, rule enforcement, and error reduction [17]
  • Global reimbursements for employees and independent contractors in their local currency [17]
  • Chat-based collaboration directly on individual expenses to resolve questions in real time rather than through email follow-ups [17]
  • 45+ integrations including QuickBooks, NetSuite, Sage Intacct, Xero, Workday, and Gusto [17]

Pros

  • Bring-your-own-card from 10,000+ banks globally [17]
  • Expensify Card cash back can offset the subscription cost [17]
  • SmartScan receipt capture by photo, email, or text message [17]
  • 45+ integrations including major ERPs and payroll systems [17]

Cons

  • No free plan; starts at $5/user/month [18]
  • Pricing structure varies by card spend volume [18]
  • Budget management, advanced approvals, and expense policies require Collect or Control plans [17]
  • No department-level budget management on par with card-first platforms

Expensify's strength is accessibility—it has the lowest barrier to entry for teams that just need to start tracking expenses and submitting receipts. The bring-your-own-card support from 10,000+ banks means companies don't have to switch card providers, and the SmartScan receipt capture (by photo, email, or text) is one of the more flexible input methods on this list.

The trade-off is that several features mid-market teams expect—budget management, advanced approvals, and expense policies—require upgrading to the Collect or Control plans, and spend controls are primarily limited to the Expensify Card rather than extending across all connected cards. [17][18]

Commonly compared to: Zoho Expense (for budget-friendly expense management), and BILL and Ramp (for integrated cards and expenses).

Pricing
From $5/user/month
Integrations
QuickBooks, Xero, Sage, TSheets, Gusto, & most business credit cards.
Ideal Company Size
Small to mid-market
Zoho Expense
Best for budget-conscious teams
4.5 on G2
  • Autoscan receipt capture with OCR that auto-categorizes and itemizes each expense, plus the ability to split or tag expenses across departments, projects, or cost centers [19][20]
  • Automated per diem calculations with pre-defined rules based on country, location, and trip details for regional compliance [20]
  • Corporate card management with real-time feeds that automatically match transactions to uploaded receipts for faster reconciliation [20]
  • Mileage tracking with four input methods across Android, iPhone, and Apple Watch [20]
  • Configurable approval workflows, expense policies, and audit rules with detailed audit trails for compliance [19][20]
  • Custom modules, workflow automation, webhooks, and configurable UI elements for businesses that need tailored expense processes [19]
  • Active-user pricing model: only employees who actually create expenses are charged, so admins and approvers who don't submit reports are free [21]

Pros

  • Free plan available for up to 3 users with core expense tracking [21]
  • Active-user pricing—admins and approvers aren't charged [21]
  • Automated per diem calculations by country and location [20]
  • Deep customization with custom modules and workflow automation [19]

Cons

  • Corporate card feeds and multi-level approvals require Standard plan [21]
  • Deepest value requires the broader Zoho ecosystem (Books, People, CRM) [19]
  • No corporate card offering; relies on connecting existing cards [20]
  • Travel booking, per diem, and live budgets require Premium plan [21]

Zoho Expense offers unusually deep customization at a low price point—custom modules, workflow automation, webhooks, and configurable UI elements that most competitors don't expose. The active-user pricing model is genuinely cost-effective for companies where only a portion of employees submit expenses regularly.

The trade-off is that there's no corporate card offering—you'll need to connect your existing cards—and the platform delivers its deepest value when used alongside other Zoho products like Zoho Books and Zoho People. [19][20][21]

Commonly compared to: Expensify (for budget-friendly expense management), and SAP Concur (for global compliance and customization).

Pricing
Free (3 users); from $4/user/month
Integrations
Zoho Books, QuickBooks, Xero, Sage, Microsoft Dynamics, & Google Workspace.
Ideal Company Size
Small to mid-market