Resources
Worksheets & Forms
A library of worksheets and forms you can download and use
Before You Begin
Leadership
- The Beginning to All Fund-Raising: Trustees
- Duties & Responsibilities of Trustees
- Development Committee Duties & Policy-Making
- Duties of Chair of Major-Gifts Campaign
- Action Calendar for Chair of Major Gifts
- Capital/Endowment Campaign Chair Duties
- Capital/Endowment Campaign Solicitor Duties
Planning For Fund-Raising
- Negative Trustee Attitudes about Fund-Raising
- Non-Profit & For-Profit Similarities & Differences
- Before A Campaign: Planning Is Everything
- Invitation to Participate in Pre-Campaign Feasibility Study
- Appointment & Profile Form
- Capital & Endowment Gift Table
- Recommended Leadership & Prospects Table
- Overall Development Plan
- Funding Plan Outline 1
- Funding Plan Outline 2
- Capital Campaign Plan 1
- Capital Campaign Plan 2
- Capital Campaign Calendar 1
- Capital Campaign Calendar 2
- Major Gifts Campaign Total Plan
- Major Gifts Calendar for Annual Fund
Prospective Donors
- Why Donors Give to Non-Profit Organizations
- Five Steps to Prospect Cultivation
- Donor Growth Steps & Fund-Raising Strategies
- The Development Process
- Donor & Prospect Profile
- Major Donors & Prospects 1
- Major Donors & Prospects 2
Rating Prospects for Goal Setting
- Rating & Evaluating Individual Prospects
- Prospects Needed to “Fill-in the Blanks”
- Prospect Scoring Formula
- Prospect Scoring Table
- Annual Fund Gift Range Chart
- Capital Campaign Gift Scale
- Capital Capital Divisional Goals
- Capital & Endowment Gift Table & Prospects Needed
- Memberships Campaign Gift Range Chart
Annual Fund Projection
- Annual Fund Evaluation & Goals Beginning
- Annual Fund Gift Attrition
- Annual Fund Evaluation & Goals: Preliminary
- Annual fund Evaluation: Completed
Funding Sources
- Key Elements of Various Campaigns
- Funding Sources Related to Resources
- funding Sources Related to Applications
Who Should Ask for the Money
Solicitor Information & Training
- Campaign Solicitation Kits
- Solicitation Instructions for volunteers
- Campaign Fact Sheet
- Prospect Information & Solicitation Report
- Corporation Solicitation
- Foundation Solicitation
- Matching Special Prospects to Special Projects
- Instructions for Volunteer Solicitors
- Solicitation Tips for Volunteers
- Major Gifts One-on-One Solicitations
- How Volunteers Should Conduct Solicitation Meetings
- Responses to Solictation Requests
- Following Up a Proposal Presentation
The Case for a Fund-Raising Campaign
- Making a Case for a Fund-Raising Campaign
- Memberships Campaign Letter
- Capital Campaign Letters
- Renewing Donors’ Lapsed Gifts
Methods of Solicitation
- Funding Methods/Vehicles Related to Resources
- Importance of the Personal Visit
- Direct Mail Tips & Techniques
- Benefits & Special Events
- Sponsorships & Underwriting
- Memberships Campaign Meeting Agenda
- Membership Benefits & Privileges for Donor 1
- Membership Benefits & Privileges 2
Campaign Budgets: Cost of Raising Money
Campaign Publicity & Promotion
Campaign Tracking & Progress
- Annual Fund Tracking & Projection
- Annual Fund Tracking & Results to Date
- Capital/Endowment Campaign Tracking
- Capital/Endowment Best & Least Likely Projections
- Mid-Course Corrections & Problem Solving
Gift Acknowledgments
More Than Just Asking for Money
Before You Begin the Next Campaign
- Announcing Results of Fund-Raising Campaigns
- Campaign Assessment & Review
- Evaluating the Campaign Leaders
- Development Department Staff Retreat
The Professional Fund-Raising Facilitators
