Here are all of @fundraiserchad’s FREE fundraising resources in one location.
If you’re looking for something and can’t find it, contact Chad. He’ll either find it or create it.
Ultimate Guides
Appeals / Direct Mail
- Appeal Letter (sample)
- Appeal Letter Opening Lines (sample)
- Five Story Starters for Your Next Appeal (article – credit: Iris Creative)
- Keys to Super Charged Fundraising Appeals (guide)
- Mailed Solicitation Follow Up Call Script
- Solicitation Performance Index (template)
Board Engagement
Capital Campaigns
- Campaign Survival Kit Contents (checklist)
Case for Support
Databases / CRMs
- How Not to Choose Fundraising Software (guide) (credit: Bloomerang)
- Fundraising Databases – What Questions Should You Ask (article) (credit: Marc Pitman)
Events
- 4 Question Post Event Survey (sample)
- Auction Item Wishlist (sample)
- Evaluation Sheet for New Fundraising Ideas (template) (credit: GoalBusters Consulting)
- Event Expense Ratio Expectations (article) (credit: Cathleen Williams)
- Event Participant Call Script
- Event Response Card (sample)
Grant Writing
Messaging
Monthly Giving
- Monthly Donor Conversion Request Template (win-win letter)
Personal Productivity
- 16 Ways to Raise More Money by Maximizing Your Time & Technique (ebook)
- Pre-Travel Checklist
- Weekly Review Checklist (credit: Getting Things Done)
Phonathons
Planned Giving
- Bequest Language (sample)
Planning & Evaluation
- Simplified Fundraising Plan (sample)
- Solicitation Performance Index (template)
Policies & Procedures
- Code of Ethics (sample) (credit: Association of Fundraising Professionals)
- Gift Acceptance Policy (sample) (credit: Association of Fundraising Professionals)
- Document Retention Policy (sample)
- Sponsorship Tax Deductibility (article) (credit: Insurance Agency Accounting & Bookkeeping)
- Whistleblower Protection Policy (sample)
- Equal Opportunity Anti Discrimination Policy (sample)
Recurring / Monthly Giving
- Recurring Donor Conversion Email (template)
Staffing / Job Descriptions
- Job Description – Development Assistant (sample)
- Measuring Performance – Evaluating Major Gifts Officers (article) (credit: Richard Dupree)
- Salary Survey (2016) (credit: Association of Fundraising Professionals)
- Salary Survey (2017) (credit: Association of Fundraising Professionals)
- Setting Performance Expectations for Gift Officers (article) (credit: Carrie Collins)
- When Should You Hire Your First Development Director (article) (credit: Joan Garry)
Stewardship / #donorlove
- Annual Report Postcard (sample)
- Crazy Speedy Personal Thank You (template)
- Crazy Speedy Personal Thank You Call Script
- Donor Retention Rate Calculation Worksheet
- Donor Touch Points (sample)
- Gift Acknowledgment Letter (template)
- Impact Letter Template
- Impact Postcard (sample)
- Thank You Call Script
- Thank You Note Formula
- Thank You Letter Checklist (Agents of Good)
Visits