Helpful worksheets, guides and templates dedicated to helping
Cheat Sheet: ChatGPT Prompts for Fundraisers
ChatGPT and AI are making it easier for fundraisers to tackle time-consuming admin tasks.
Download this ChatGPT for Fundraisers Cheat Sheet to access all of the prompts your fundraising team needs to write compelling content for your donors!
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.
Back-to-School Fundraising Checklist: Setting Your Campaign Up for Success
Every year, school groups raise more than $1.5 billion, directly contributing to educational enhancements that benefit students, teachers, and the entire school community.
Download this Back-to-school fundraising Checklist to ensure your fundraising efforts are streamlined and effective!
Guide to Artificial Intelligence: Reshaping Fundraising
Integrating AI into your systems can create a profound impact on your fundraising strategies.
Download this guide to Artificial Intelligence: Reshaping Fundraising to understand how you can apply AI to your everyday fundraising!
Checklist: Finetune Your Matching Gift Strategy
An estimated $4-$7 billion in matching gift funds go unclaimed each year.
Download this Checklist to Finetune Your Matching Gift Strategy created in partnership with Double the Donation and access all of the tools you need to grow your matching gift program!
The Nonprofit Guide to Building a Social Media Ambassador Program
Did you know that 92% of consumers let user-generated content influence their decisions?
Download this Nonprofit Guide to Building a Social Media Ambassador Program to expand your reach and turn your followers into champions of your cause!
Donation Receipt Template
Charitable donation tax receipts are critical for every nonprofit that fundraises.
Download this Donation Receipt Template to help properly track your donations and ensure that your donors can claim their gift on their taxes.
Donor Retention Rate Calculator
Did you know that on average, nonprofits only retain 40-50% of donors year over year?
Download this Advanced Donor Retention Calculator to find out your donor retention rate, identify your biggest supporters, and build fundraising strategies to ensure they continue their support.
Donor Segmentation Template
Segmenting your donors and creating personalized communications is key to improving donor retention rates and raising more for your cause.
Download this Donor Segmentation Template to group your donors strategically and engage them in deeper ways!
Donor Profile Template
Did you know that on average, nonprofits only retain 45% of their donors year over year? Understanding the wants and needs of your donors is the key to retaining them.
Download our Donor Profile Template to better understand what makes your donors tick and how to strategically make your next ask!
Nonprofit Strategic Plan Template
Did you know that between 36% and 45% of a nonprofit’s annual revenue can be attributed to the presence of a strategic plan? Nonprofits that regularly review, revise and measure their strategic plans are more than 6x more likely to generate revenue as a result of their plan!
Download our Nonprofit Strategic Plan template to start building the plan that will lead you to fundraising success!
Major Donor Profile Template
Did you know that over 88% of all fundraising revenue comes from 12% of donors – major donors? It’s true! Major donors are vital to any nonprofit fundraising strategy and it’s critical to keep track of major donor information so you can identify the right people for the right campaigns.
Download our Major Donor Profile Template to get started with raising more for your cause.
7 Thank You Letter Templates
5 Fundraising Trends to Get Ahead of in 2023
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 2023.
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.
Guide to Recession-Proofing Your Nonprofit
Download this guide to learn how your organization can learn from the past, prepare for the future and look at technology to propel you forward. Get started today.
The Ultimate Year-End Fundraising Checklist
With over 30% of annual charitable giving coming in the month of December, and 10% of giving coming in the last 3 days of the year, find out what critical aspects are needed to meet your fundraising goals.
Keela is here to help you prepare for your year-end campaign. Use our checklist, and find ways to delight your donors and raise as much as possible for your mission.
3 Email Templates to Ask For Donations
During the Great Recession of 2008, total charitable giving dropped by over 7%, with a decline of over $41 billion dollars in donations.
How do you ensure that your donors continue to stand by your side when times get tough? We’ve put together 3 email templates to help get you started.
Keela and Imagine Canada have teamed up to bring you this Decision Making Framework to help you make quick and smart decisions that will lead you to success.
Use this guide and template to chart the best path forward as you navigate decision making within your organization.
Comprehensive Guide to Nonprofit Automation
With passionate, dedicated staff and a mission to make the world a better place, nonprofit organizations are known for their ability to get things done using any means possible. But with limited resources, they can only do so much.
What can a nonprofit organization do when you need to get more done and hiring more people isn’t in the budget? Automate, automate, automate!
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.
Giving Tuesday Campaign Toolkit
Fundraising Tips for Small 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.
Nonprofit Annual Report Guide
Grant Stewardship Checklist
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 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
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.