Free Fundraising Resources

https://www.goalbusters.net/free-fundraising-resources.html

YOU KNOW WHAT “CASE” STANDS FOR? COPY AND STEAL EVERYTHING.

“Here are some free fundraising templates that we’ve created over the years for workshops and clients. You are welcome to download these and edit at will. We thank the Association of Fundraising Professionals‘ Resource Center for providing the kernels of several of these resources in years past. We also thank others who have freely shared information with us!”

RECOMMENDED READING

These suggestions contain affiliate links in most cases, but we recommend them even if you don’t buy through our link. In fact, we support public libraries! Go there!

GENERAL TEMPLATES

Call Report

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Constituent Profile

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How to Write a Press Release

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Weekly Activity Report

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EXERCISES

Circles of My Multicultural Self

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Prospect Dating Game Exercise

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FUNDRAISING DATABASES

We do not receive any compensation for recommending these products. We just think they’re good.
  • Bloomerang (Okay, this one, we can get you a deal–again, we don’t make money on this, but we can get you 10% off with our referral.)
  • MatchMaker Fundraising Software
  • DonorPerfect
Resources to help you decide


OTHER RANDOM STUFF: NOT FREE, BUT WORTH THE MONEY

  • Asian Efficiency: Alice’s favorite productivity program. Yes, she thinks it’s funny, too.
  • Zoom: yes, there are cheaper platforms for online conferencing, but the video and audio quality are best on this one, for the money.
  • ​​HaikuDeck, for presentations–use referral code STLGB for 1 month free on paid subscription
  • Bond: converts your handwriting to a robotic program to “hand write” notes

OTHER USEFUL THINGS

Considering becoming a consultant? Launching your own nonprofit? Here are some templates and checklists.

Start Up Checklist for Nonprofits

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Business Plan Budget Projections Template

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PRESENTATIONS


HANDOUTS FROM PRESENTATIONS

Curb Appeal

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Development Cycle

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Direct Mail Tips

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Gallup Q12

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House of Philanthropy

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Organizational growth curve

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Power of Habit

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Results Oriented Grant Proposals

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Storytelling

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VALS Overview

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FREE OR CHEAP TOOLS

  • Canva, design for non-designers
  • 99Designs, crowdsourced design for logos and other collateral
  • Prezi, for presentations and to simulate a photo slide show
  • Buffer, to schedule social media for multiple platforms
  • ​​Issuu, free or cheap epublishing for annual reports, newsletters, programs, brochures
  • SlideShare, platform to share presentations
  • AnyMeeting, video and web conferencing
  • Join.me, easy screen sharing
  • Hootsuite, social media management
  • Crowdfire, to know who is following or unfollowing you
  • Gmail canned responses, to save time on messages you send all the time
  • ScheduleOnce, online, real-time calendaring, good at multiple time zones
  • TripIt, online travel itinerary management
  • FlightStats mobile app, to nerd out on your flights
  • HubSpot, contact relationship management and email tracking
  • ActiveInbox, email workflow management
  • Trello, online project management
  • Evernote, brain dump for everything I need to collect on the web about everything
  • Habitica: gamify your habits!
  • Claritas My Best Segments, learn about the characteristics of communities where your donors live

REFERRAL LINKS FOR SOME THINGS WE USE

Here are our affiliate links–we do get a commission on these, but we actually do use them and like them.
Freshbooks: our accounting software, great for small companies and very intuitive
NameCheap: inexpensive domain name registration and management
Weebly: easy to use website design (this site is on Weebly!)
MailChimp: free or low cost email marketing
Fancy Hands: inexpensive, US based virtual assistant

POLICIES

Sample Bylaws

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Conflict of Interest Policy

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Donor Confidentiality

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Donor Recognition Policy

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Gift Acceptance Policy

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Investment Policy

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Naming Policy

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Social Media Policy

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BOARD RESOURCES

Board Commitment Form

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Board Evaluation

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Board Job Description

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Recruitment Email Template

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PLANNING

Capital Campaign Plan Template

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Development Budget Tracking

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Development Dashboard (XLS)

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Development Plan Template

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Direct Mail Planning Worksheet

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Direct Mail Response Template

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Donor Cultivation Worksheet

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Funder Risk Evaluation worksheet

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Funder Risk Evaluation (doc)

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Fundraising Ideas Evaluation

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Fundraising Ideas Evaluation (doc)

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Grant Research Information Form

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Guide to Campaign Plans

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Monthly Action Plan

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New Donor Stewardship Program

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Social Media Checklist

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Special Event Evaluation Form

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NONPROFIT ADMINISTRATION

501c3 FAQ

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Bequest Language Sample

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Development Dir Job Description

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Employment Agreement

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RADIO AND TELEVISION

Presentation: Pledge Drive Training on Prezi

Pledge Task List

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Pledge Drive Guest Guidelines

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Pledge Drive Guest Policy

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Pledge Pitching Guide

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