Helpful worksheets, guides and templates dedicated to helping
Fundraising Tips for Small Nonprofits
A Comprehensive Guide to Nonprofit Salaries
Determining an appropriate salary can be challenging, you need good people, but how much should you be offering for the role?
The best place to start is by looking at market rates to see what others in the same market are paying. This guide is complete with market rates, job description templates, and growth tools for Canadian and American Nonprofits.
Peer-to-Peer Communications Plan
This guide lays out the four types of emails you need to send your fundraisers to ensure your next peer-to-peer campaign is a success.
Use these frameworks to create compelling emails that will recruit, activate, engage and retain supporters.
Hybrid Event Planning Template
This template lays out a timeline of what steps to take in the months, weeks, and days leading up to and following your hybrid or virtual event.
It helps your team visualize how much work needs to be done and what should be prioritized prior to the event.
Grant Application Management Template
A Guide to Running an Auction Fundraiser
Created in collaboration with Auctria, this comprehensive guide is full of tips, strategies, and product recommendations to help you run a successful auction.
How to: Sell Out Your Next Fundraising Event
Created in collaboration with Trellis, this fundraising event marketing guide is filled with tips, tricks, and ideas on how to use social media to promote your next event and convert followers to engaged attendees.
Guide to 2022 Fundraising Trends
Nonprofits have faced significant challenges in recent years, and as a result, the sector has learned some important lessons that will prove even more valuable in 2022.
Download this comprehensive fundraising trends guide to discover how these lessons will become the building blocks for more resilience, agility, and sustained success in the nonprofit sector.
Nonprofit Annual Report Guide
Grant Stewardship Checklist
Giving Tuesday Campaign Toolkit
Giving Tuesday Campaign Brand Guide
Giving Tuesday is an unbranded movement—this means you can create your nonprofit’s Giving Tuesday campaign with your branding while also taking advantage of GivingTuesday’s brand affinity.
Use this brand guide to create design elements that’ll ensure your Giving Tuesday campaign stands out and resonates with donors.
Email Marketing Guide for Nonprofits
Data should drive every marketing decision your nonprofit makes. Including how you communicate.
Use this guide to gain an understanding of five key email marketing metrics, and how they work together to help you craft meaningful email content that converts.
Nonprofit Mission Statement
An excellent nonprofit mission statement can align team members, board members, volunteers and supporters to commit to your cause. Use this editable template to start crafting your nonprofit’s mission statement.
Nonprofit Advocacy Survival Guide
Sparking change at any level can be difficult, but especially at a federal one.
Use this guide to learn what resources are available to get you in front of decision-makers and make a difference in the areas that matter most to you.
Nonprofit Operating Budget Template
With an operating budget, your organization can set realistic goals and communicate expectations clearly to your team and stakeholders.
Use this template to plan and track your nonprofit’s revenues and expenses for the fiscal year.
Impact Measurement KPI Dashboard
Impact Measurement KPIs help you gauge your organization’s progress as you work towards your project or programming goals.
Use this dashboard as a template for tracking your nonprofit’s progress and impact over time. This will be particularly helpful when writing your next impact report or sharing impact stories.
A Nonprofit Guide to Impact Measurement
Grant Preparation Toolkit
Communication Style Quiz and Guide
Great Communication starts by understanding who you’re talking to.
Use this guide to learn what your preferred communication style(s), strengths and blindspots are, as well as how to adjust your communication style to work better with people of different styles.
A Guide to Online Fundraising Events
Online fundraising events help you raise awareness about your nonprofit’s mission so you can reach more donors.
Use this guide to prepare your team and learn about the tools you need to ensure your next online fundraiser is your best yet.
Fundraising KPIs Toolkit
Are your donors engaged? Is your organization growing? Are your email campaigns being effective?
In this three-part toolkit, we include a guide and a master list of metrics you should really care about to determine the success of your organization, as well as a dashboard to track your data and measure your trends.
Digital Communication Policies Guide
Is your organization sharing the right message?
This guide will get you started on the right foot for creating comprehensive policies around your digital communications and fundraising efforts.
Content Calendar and Planner
Donor Survey Lookbook
Donor Surveys are an important part of understanding who your supporters are and how they interact with your organization.
Choose from three pre-made surveys in this lookbook, or build your own. by browsing from our list of commonly asked questions.
CRM Buyer’s Guide for Nonprofits
7 Thank You Letter Templates
Impact Storytelling Toolkit
Narratives play a crucial role in nonprofit brand awareness and growth.
In this toolkit, you’ll find the resources you need to craft and share impact stories. You’ll learn the six essential elements of a good impact story and get access to a template so you can get a head start on your writing.
Nonprofit SWOT Analysis Worksheet
Nonprofit Brand Guide
Logic Model Template
A logic model is your first step in developing a framework to fulfill your nonprofit’s vision and mission.
Use this template to outline and assess your organization’s intended outcomes, programs, activities, inputs, and outputs. Think of it as the first step in a roadmap that leads to your organization’s intended impact.
Donor Stewardship Matrix
Stewarding donors is all about building meaningful donor relationships and encourage long-term support for your organization.
With this template, you can chart stewardship activities for donors based on their gift size and frequency.
5 Email Templates for the Donor Journey
The Ultimate Guide to Nonprofit KPIs
Fundraising Forecasting Tool
10 Email Templates to Boost Recurring Donations
8 Donation Letter Templates
Workplace Health: Self-Stress Test
Nonprofit workers should feel comfortable taking some time for themselves while working in an environment that makes them happy and productive. In the long run, this can only make your organization stronger.
Take this Self-Stress Test to check in on your workplace health.
Building Your Donor Persona Template
Donor Lifetime Value Calculator
What is donor LTV and why is it important?
Here’s a free tool that makes it simple and easy to calculate donor LTV and improve your fundraising strategy.
Donation Page Checklist
Optimizing your donation page increases the likelihood of your donors to give.
This checklist covers elements of your donation pages that you need to optimize to give your nonprofit organization the best chance at online fundraising success.
Google Ad Grant Guide and Template
This entry-level guide will help you navigate your $10,000 USD per month Google Ads Grant. You’ll learn best practices, tips for success, and how to set up a campaign using our sample template. Save time, spread the word about your mission.