free resources

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

 

Templates Donor Visit Request Emails
  Donor Visit Time Blocking Formula
  3 Minute Thank You Note Formula
  Solicitation Performance Index (PDF)
  Solicitation Performance Index (MS Excel / auto-calculates results)
  Simplified Fundraising Plan
  Elevator Speech
  Donor Thank You Call Script

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
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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).
PLEASE NOTE: Many of these links are affiliate links, which means that we earn a small commission if you make a purchase (at no additional cost to you). We are VERY selective with this list.  To be included on this list it must be a tool, service or vendor that we have personally used and know that you too will have a positive experience if you implement it in your development shop.  In addition, by downloading any files you are opting in to the Productive Fundraising Weekly Journey email list.