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.
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.
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.
Measuring Your Success
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.