Toolbox

Welcome to our Toolbox

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

Don’t forget to check out our store for eBooks and resource bundles!

Creating Your Fundraising Plan

6 Steps to Fundraising planning

Create a fundraising plan from scratch using this ready-to-go outline.

Donor Retention Calendar

Use this simple template to help focus on retaining your donors.

Developing Your Donors

Acquisition for Grassroots Groups

Learn the pros and cons of techniques for bringing in lots of donors for small organizations.

Board Fundraising Menu

Give your board members a menu of fundraising options and then let them choose!

Middle Donor Calculator

Find your valuable middle donors using this worksheet.

Prospect Rating & Screening Form

Organize information about your prospects with this simple template.

Prospect Identification Exercise

Engage board members and volunteers to find major gift prospects.

The Cycle of Donor Relations

Organize your entire fundraising program using this simple graphic.

Measuring Your Success

Monthly Campaign Report

Use this simple report to track your campaign progress.

Snapshot Report

Track your fundraising performance on one single page.

Three Year Fundraising Analysis

Get a handle on the performance of your fundraising program over time with this worksheet.

Year-End Analysis

Use this report to create a full analysis of your year-end fundraising results.

Telling Your Story

Sample Campaign Case Statement 1

This brochure made solicitation a snap for staff and volunteer solicitors.

Sample Campaign Case Statement 2

This heartfelt brochure really captured the spirit of a successful capital campaign.

Sample Campaign Case Statement 3

This campaign brochure inspired donors with photography and easy-to-read text.

Cooking up a Case Statement

Use our handy checklist to improve your case for giving.

Planned Giving Language

Use this sample language to market bequests and other planned gifts.

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