Free Materials
Here are some free tools, fact sheets, and other resources that I’ve developed or adapted to help small nonprofits improve their fundraising. It’s all yours…
Planning & Strategy
- Ten Steps to Creating a Fundraising Plan – an interactive worksheet
- Where Donations Come From: Philanthropy in the United States
Gift Solicitation
- Overcome Your Fear: Tips for Asking
- ABCs of Prospecting
- Major Gifts 101
- Letter to Ask for Meeting with Donor — a template
- Overview of a Donor Visit
- What Happens Next: Following Up After the Event
Donor Relations
- Donor Relations 101
- What a “Thank You” Letter Should Look Like
- How to Make the Perfect “Thank You” Call
- Evaluate Your Donor Relations – a questionnaire
- Donor Satisfaction Survey – a sample