Welcome to our Toolbox
Books & Bundles
The Asking Workbook
How to ask for BIG gifts for your great cause! A 7-step guide featuring sample language, templates, and real-life examples.
The 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.
Year-End Appeal Bundle
The Year-End Appeal Bundle is chock full of checklists, report templates, worksheets and tips to help you organize the all-important Year-End Appeal.
How to Have a House Party
A Step-by-Step Guide for the Development Team featuring sample invitation text, host packets, and an event agenda.
Creating Your Fundraising Plan
Major Gifts Opportunities Matrix
Organize your major gift asks with this giving opportunities matrix.
6 Steps to Fundraising planning
Create a fundraising plan from scratch using this ready-to-go outline.
10 Steps to the Un-Gala
Every great fundraising event has a goal – use this worksheet to plan yours!
Board Pre-Campaign Survey
Share this survey with your board before you launch your next campaign.
Giving Day Resource Inventory
Use this grid to identify capacity and resources that you can use for Giving Days!
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!
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.
Donor Relationship Builder
Keep track of the “moves” you make with your donors that receive one-on-one cultivation and stewardship!
Measuring Your Success
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.
Year-End Appeal Outline
This outline will get you well on your way to writing the ever-important year-end appeal!