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Guides & Templates

Below you'll find free downloadable guides and templates.
Buyer's Guide to Donor Management Software
Featured Guide
Buyer's Guide to Donor Management Software
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Essential Reading

These free eBooks are rooted in best practices that are based on researched and tested principles of philanthropy.

Diamonds in the Rough: A Beginner's Guide to Finding the Best Donor Prospects Hidden in Your Database

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A Beginner’s Guide to Finding The Best Donor Prospects Hidden In Your Database
Intro to Disaster Fundraising: Proven Strategies to Raise Funds During Difficult Times

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An Introduction to Disaster Fundraising for Nonprofits
Maximize the Lifetime Value of Your Donor Database

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Maximize the Lifetime Value of Your Donor Database

Explore Additional Guides

Beyond The Event: Building Lasting Donor Relationships featured image

guide

Beyond the Event: Building Lasting Donor Relationships
The Party's Over - How to Measure Event Success eBook

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Measuring Event Success: Turning Insights Into Impact
Purpose-Driven Retention eBook featured image

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Creating a Retention Strategy That Builds on Your Mission
Remaining True to Your Mission eBook featured image

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How Nonprofits Can Stay Mission-Focused and Grow
Purpose-Driven Volunteer Engagement featured image

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Purpose-Driven Volunteer Engagement
Nonprofit Donor Relationships: 6 Strategies to Increase Donor Retention eBook featured image

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Nonprofit Donor Relationships: 6 Strategies to Increase Donor Retention
Engagement Amplified: A Modern Guide to Fundraising Events eBook featured image

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Engagement Amplified: A Modern Guide to Fundraising Events
Using Donor Data to Plan Successful Events eBook featured image

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Using Donor Data to Plan Successful Events
Fundraising Event Checklist featured image

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Fundraising Event Checklist: Pre & Post Event Action Items
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Templates

Utilize these free templates to save time and get back to making the world a better place.

Year-End Resources
Board Development Governance

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Sample Bylaws
Fundraising

Major Gifts
Donor Surveys
Sample Job Descriptions
Marketing
Grant Management
Gift Acknowledgement
Human Resources
Media Relations
Social Media
Graphic Design
Internal Processes
Data Management
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Spread joy through a better fundraising experience.

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