Board Fundraising and Planning Templates
They're free. (Download as editable docx fileS)
Download a .zip file with these 3 essential fundraising templates
to activate your board as your superpower in reaching donors.
Your board approves your fiscal year budget—they must help raise the revenue! Use our templates to build comfort with fundraising, so you meet your goals this year and build for the long term.
- BOARD GIVE/GET PLEDGE FORM (.docx) — Every nonprofit needs 100% board giving! Use this template to make it easy for board members to give personally, and help you connect with other donors. Template also includes language to guide your board discussion about every board member making a gift each year.
- ANNUAL FUNDRAISING PLAN (.docx) — Use this template to launch simple, achievable quarterly fundraising activities that will help you raise more money this fiscal year. This template includes do-able goals and best practices for donor cultivation, solicitation, and stewardship activities every 3 months to help board members build comfort with fundraising.
- DEVELOPMENT COMMITTEE AGENDA (.docx) — Create a culture of philanthropy in your board. Download this template to launch a monthly Development Committee to help you move towards goals in your Annual Fundraising Plan. Better yet, put every new board member on your Development Committee so they understand how important fundraising is to your nonprofit!
