Free Fundraising Resources
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!
Our friend, Chad Barger, ACNP, ACFRE, aka FundraiserChad of Productive Fundraising has a great list of free resources too: https://productivefundraising.com/library/
“I finally looked up your website and found a treasure trove of documents, spreadsheets, etc. that seemed like Christmas morning to this 19 month-old development director! I have used so much of it to spark our own customized fit.” — Paul D. Woods
| Board Commitment Form |
| Board Evaluation |
| Board Job Description |
| Recruitment Email Template |
| Presentation Handout: 7 Habits of Highly Effective Boards |
Resources to help you decide
| Call Report |
| Constituent Profile |
| How to Write a Press Release |
| Weekly Activity Report |
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Writing a Letter of Inquiry
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http://grantspace.org/tools/knowledge-base/Funding-Research/proposal-writing/letters-of-inquiry
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Simple Gift Agreement
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https://bloomerang.co/resources/templates/gift-agreement-template/
| 501c3 FAQ |
| Bequest Language Sample |
| Development Director Job Description |
| Employment Agreement |
| Interview questions for fundraising professionals |
| Nonprofit Financial Reports |
| Nonprofit Financial Statements |
| Vital Stats |
| Capital Campaign Plan Template |
| Development Budget Tracking |
| Development Dashboard (XLS) |
| Development Plan Template |
| Direct Mail Planning Worksheet |
| Direct Mail Response Template |
| Donor Cultivation Worksheet |
| Funder Risk Evaluation worksheet |
| Funder Risk Evaluation (doc) |
| Fundraising Ideas Evaluation |
| Fundraising Ideas Evaluation (doc) |
| Grant Research Information Form |
| Guide to Campaign Plans |
| Monthly Action Plan |
| New Donor Stewardship Program |
| Special Event Evaluation Form |
| Sample Bylaws |
| Conflict of Interest Policy |
| Donor Confidentiality |
| Donor Recognition Policy |
| Gift Acceptance Policy |
| Gift Agreement |
| Investment Policy |
| Naming Policy |
| Social Media Policy |
| Development Cycle |
| Direct Mail Tips |
| Gallup Q12 |
| House of Philanthropy |
| Ikigai Wheel of Life |
| Organizational growth curve |
| Power of Habit |
| Results Oriented Grant Proposals |
| Storytelling |
| VALS Overview |
| Pledge Drive Guest Guidelines |
| Pledge Drive Guest Policy |
| Pledge Pitching Guide |
| Underwriting Guidelines |
| Underwriting One-Sheet Template |
| Start Up Checklist for Nonprofits |
| Business Plan Budget Projections Template |
