Fundraising Planning Toolkit from Productive Fundraising

Our Fundraising Planning Toolkit contains all of the resources mentioned in our presentations and webinars as editable templates. This toolkit also contains five (or more) optimized, real-life fundraising plan sample documents. This toolkit is designed to fast track your implementation of a fundraising plan.

The Fundraising Planning Toolkit Includes

  • Fundraising plan composition checklist
  • Fundraising plans: 2 editable templates + 1 sample plan
  • Supplemental planning worksheets
    • Editorial calendar
    • Evaluation sheet for new fundraising ideas
    • Appeal development timeline calculator
    • Donor retention rate calculation worksheet
    • Donor touch point calendar
    • Grant calendar
  • Fundraising forecasting tool (excel file)
  • Solicitation performance index (excel file)

It takes work to put these together and keep them updated, so we don’t give them out for free. However, we don’t feel that it’s right to profit off of the hard work of other organizations. So, we offer the toolkits for a donation (of any amount). The net proceeds from toolkit sales are used to support fundraising research to help us further optimize our fundraising efforts (e.g. through the Association of Fundraising Professional’s Foundation for Philanthropy). It’s just one way that we give back to the sector and we thank you for giving us that ability!

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