Fundraising Resources: Toolbox

Thanks for visiting the Front Range Source Toolbox

toolbox

Below are some resources you might find helpful in your own fundraising work. Just click on them and they are yours to keep!

Please let us know if there is something that you find particularly helpful or something else you’d like to see by e-mailing us here.

INTERACTIVE E-WORKBOOKS Email to download

[wpspoiler name=”The Leaky Bucket” open=”true”] Leaky Bucket Why invest in new donors if you can’t keep the ones you’ve got? This interactive e-workbook aims to help you make the most of your efforts to get donors and keep them.[email-download download_id=”24″ contact_form_id=”4024″]
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WHITEPAPERS & GUIDES Email to download

In this section we have included some “How-To” documents that you can put to use right away.

[wpspoiler name=”10 Steps to the UnGala” open=”false”] This guide will help you create specific, strategic objectives for your next event and create a plan for achieving them.[email-download download_id=”21″ contact_form_id=”3615″]
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[wpspoiler name=”Prospect Rating & Screening Form” open=”false”] This tool will help you target your prospect list and make immediate headway in your major gifts program.[email-download download_id=”22″ contact_form_id=”3625″]
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[wpspoiler name=”Year-End Appeal Checklist” open=”false”] It has everything you need to consider for a great year-end results. Just print it out or keep it on your screen and check off these best practices as you go.[email-download download_id=”2″ contact_form_id=”3030″]
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[wpspoiler name=”House Party Guidelines”]Check out this step-by-step guide for one of fundraising’s most successful techniques.[email-download download_id=”6″ contact_form_id=”3154″] [/wpspoiler]

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READY-TO-GO REPORTS Email to download

Use these Excel workbooks to synthesize and analyze your fundraising program so that you can make good strategic decisions. Just plug in your data!

[wpspoiler name=”Snapshot Report”]This Excel worksheet will help you to track fundraising performance in terms of both dollars and donors so that you can spot opportunities and weaknesses in your program. [email-download download_id=”11″ contact_form_id=”3161″] [/wpspoiler]

[wpspoiler name=”Three Year Fundraising Analysis”]This multiple page report will help you to get a handle on the performance of your fundraising program over time. [email-download download_id=”9″ contact_form_id=”3156″][/wpspoiler]

[wpspoiler name=”Year-End Fundraising Analysis”]Use this report to create a full analysis of your year-end fundraising results. A great tool to present to Executive Directors and Board Members! [email-download download_id=”10″ contact_form_id=”3158″][/wpspoiler]

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Also known as Moves Management, our Excel version provides a simple framework for tracking individual donors

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This simple Excel spreadsheet helps you to track mail appeals from one year to the next.

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A useful format for reporting on your campaign progress.

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NUTS & BOLTS

These simple, easy-to-use handouts will help you get to work right away.

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This guide will give you all the confidence you need before your next solicitation!

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Retention doesn’t just happen! You have to plan for it. This is a sample calendar to get you started.

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All conversations are different, but this chart provides an outline of a face-to-face ask.

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This three-page handout goes through basic planned giving instruments and their benefits to the donor.

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A visual of the classic construct for grantwriting!

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This exercise and worksheet are a very effective way to build prospect lists with your Board and volunteers.

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A helpful tool for volunteer solicitors to use when planning for a face-to-face ask.

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Building a budget for fundraising for the first time? Use this list of typical revenue and expense lines.

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A step-by-step outline for creating a fundraising plan from scratch.

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A chart of general cost ratios for standard fundraising channels – a classic!

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A simple template for what to include that gives you design tips and “how-to’s”!

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A variety of locally grown, sustainable options to engage your Board in fundraising!

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This simple template will help you get started on writing a killer thank you letter!

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This one-page checklist will help you to create your daily plan for this most important month of the year for fundraising.

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Why do donors give? Check out our one-page handout based on a study by Hope Consulting.

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This simple handout can be used by staff or volunteers to refine their own fundraising language.

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Use our checklist to improve the effectiveness of your case for giving.

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This four-page handout has the steps for you to follow to create a high performing mail appeal.

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Check out this recreation of the classic planned giving matrix created by the Sharpe Group.

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This two-page matrix outlines the pros and cons of techniques for getting donors on a smaller scale.

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Use this simple template to outline the strategic objectives, activities, and evaluation methods for your fundraising work and strategic planning.

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The most versatile fundraising tool there is!  It will help you organize your entire fundraising program.

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SAMPLES

Looking for a good example? We’ve just started this library, but we plan to add to it over time. Let us know what else you’d like to see!

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We helped House of Neighborly Service in Loveland, CO create this heartfelt campaign brochure.

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A good case statement is hard to find, but we like this one from the Community Foundation Serving Boulder County for their Community Trust Campaign.

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Contains sample language for marketing bequests and other planned gifts.

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