|eBooks||Work Smarter: 16 Ways to Raise More Money by Maximizing Your Time & Technique|
|Guides||Keys to Super Charged Fundraising Appeals|
|8 Tips As You Begin a Grantseeking Effort|
|Follow Up Formula|
|The Asking Process|
|Checklists||Board Fundraising Menu|
|Fundraising Go Bag (Grant Writing) Checklist|
|Chad’s Packing List|
|Samples||Annual Report Postcard|
|Donation Reply Card|
|Donor Touch Points|
|Event Response Card|
|Job Descriptions||Board of Directors|
recommended tools, services & vendors
- Alex Toys – Rub a Dub Draw in the Tub Crayons
Yes an odd suggestion, but keeping this in your tub or shower allows you to capture all those great ideas that you get while you’re in there!
- Bloomerang – Fundraising Database Solution
Leading fundraising database / CRM provider which offers a completely free offering for very small shops (under 500 donors & less than $100,000 in revenue annually)
- Evernote – Digital Filing Cabinet
This is the tool we use that allows us to operate completely paperless. All paper gets scanned into Evernote and then it’s available on all of our devices, anytime, anywhere. It’s a great, affordable option with lots of unique and powerful features (including free basic accounts).
- Katherine Morris + Co. – Awesome Thank You Notes
Kat Morris is an #afpeep and donor relations expert out of Fort Worth, TX. She couldn’t find thank you notes that were as awesome as her donors, so she created her own. Pick some up … the are truly awesome!
- Moleskin – Classic Large Blank Hardcover Notebook
Capture everything! You’ll never see Chad at a meeting without one of these.
- Pocket – Save For Later Service
Pocket was founded in 2007 by Nate Weiner to help people save interesting articles, videos and more from the web for later enjoyment. Once saved to Pocket, the list of content is visible on any device — phone, tablet or computer. It can be viewed while waiting in line, on the couch, during commutes or travel — even offline.
- SaneBox – Email Inbox Management Solution
SaneBox restores sanity to your inbox by prioritizing the incoming email that actually matters and is relevant to your day. Less important emails are automatically filtered into a separate folder and then summarized in a daily digest. You can get a free two week trial by clicking here.
- SOFII – Showcase of Fundraising Innovation & Inspiration
This great site is a treasure trove of fundraising ideas and samples that have worked for other organizations. Check it out and adapt these ideas for your organization.
- Todoist – Task Management Platform
Accomplish more, every day. Chad’s preferred tool to make sure everything gets done.
- Uniball Jetstream – Ballpoint Pens
Chad’s pen of choice … smooth writing with no smearing (especially in moleskin notebooks)
- UNIGLOBE Travel Management Consultants – Vacation Donation Program
Revenue for your charity & no extra cost for your donors (plus the convenience of a top notch travel agent) when they book their vacations through this program (a great win-win).
- Vehicle Appraisals – Jeff Bliemeister / International Vehicle Appraisers Network (I-VAN)
Jeff is the ultimate car guy. He and Chad worked together at the Antique Automobile Club of America Museum a decade ago. Jeff was the curator and (surprise, surprise) Chad was the director of development. Jeff now runs the place (as executive director) and has an encyclopedic knowledge of antique and vintage cars (and what they’re actually worth … not what the donor thinks they’re worth).