The Inclusive Fundraising Checklist
Check your fundraising against your values, one page at a time.
A free toolkit from TRANSCEND Advancement.
Most organizations can say what they believe about diversity, equity, inclusion, justice, and belonging. The harder question is where those beliefs show up in the development office: in the database, the appeal letter, the photo on the giving page, and the policy that decides which gifts you take.
The Inclusive Fundraising Checklist is four practical tools you can print and work through with your team or board committee, with a pen and real reports. It won’t lecture you. It will show you where to look, and help you pick the first thing to fix.
What’s inside
- The DEIJB Card. Five plain definitions and where each one shows up in a development office.
- The Appeal and Image Review Checklist. A line-by-line check for savior framing, with an image consent log and a “words we’ve retired” list.
- The Donor File Worksheet. Who is in your database, how they are coded, and who is missing.
- The Gift Acceptance Values Check. Questions for your board, practice cases, and a decision record.
When you download it, we’ll email you the toolkit right away, then three short follow-up notes from Mary-Ellen over the next two weeks. The monthly digest is separate, and you only get it if you check the box.
Get the toolkit
Need this toolkit in another format, such as plain text or a Word file? Email info@transcendadvancement.com and we’ll send it.