Resources
Free tools for the work
Worksheets, scripts, and checklists we use with clients, yours for an email address.
The Toolkits
The Board Fundraising Toolkit. A fundraising menu every trustee can sign up for, a personal plan for the year, a short ask script with a practice guide, and a recruiting matrix for your next board class. Get the toolkit →
The Development Office Self-Audit. A scorecard that shows what to fix first, a weekly rhythm for a small shop, a go or no-go scorecard for grants, and a one-page data dictionary for gift coding. Get the self-audit →
The Case for Support Workbook. An outline with prompts for every section, an interview guide for testing your case with donors, an impact report template, and an appeal letter checklist. Get the workbook →
The Inclusive Fundraising Checklist. Plain definitions for diversity, equity, inclusion, justice, and belonging, a review for savior framing in appeals and images, a donor file worksheet, and questions for your gift acceptance policy. Get the checklist →
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