- MAJOR DONOR ENGAGEMENT PLAN (.xlsx) — Keep staff and board on track to your revenue goals with custom drop-downs to assign quarterly donor cultivation tasks, roles, and deadlines for VIP donors.
- YEAR-END APPEAL TIMELINE (.xlsx) — Use custom drop-down menus to assign tasks, roles, and deadlines to get your year-end appeal off without a hitch.
- BOARD CALL TO ACTION (.docx) — These scripts give make it easy for your board to add their personal touch, sharing appeals with donors by phone or email.
- SOCIAL SHARE FOR APPEALS & EVENTS (.doc) — Scripts for your board to support your online appeals and share event invitations, with how-to instructions for social media promotion.
- GIVING TUESDAY (or any online) APPEAL (.xlsx) — Assign tasks, roles, and deadlines to join the global Giving Tuesday on 12/1/26 or any online appeal.
- Plus the 6 free templates to get your board talking to donors:
- BOARD GIVE-GET PLEDGE FORM (.docx) —Create a culture of philanthropy among your board.
- SIMPLE ANNUAL FUNDRAISING PLAN (.docx) — Launch a simple, effective fundraising plan that will raise more money.
- IMPACT 2-PAGER (.docx) — Guide messaging for your major gift conversations. Use it to define your impact and who benefits, the cost of that impact, and then invite donors to join you in making it possible!
- SIMPLE PROGRAM BUDGET (.xls) — Outlines program or organizational expenses that align with your Impact 2-Pager. Use this for your major donor conversations. Don’t forget to include an amount (15% of the total expense is a good place to start) to cover your operating expenses!
- DONOR PROSPECT LIST (.xls) — Keeps track of funders you think may be good prospects for major gifts or grants. Template has two tabs: one tab to track foundation prospects, and another for individuals.
- DEVELOPMENT COMMITTEE AGENDA (.docx) — Ensure structured and productive fundraising committee meetings that raise more revenue.