Nonprofit professionals can use the templates below to boost and track their efforts, leading to more fundraising success and less headaches.
Board Development Governance
These templates from renowned governance expert Simone Joyaux, ACFRE, Adv Dip will help you build a stronger board, fix problems and take advantages of opportunities.
- Due Diligence Plan
- Sample By-laws
- Sample Policy for Board Operations
- Sample Board Composition Policy
- Inventory
of Skills for the Board - Sample Recruitment Process and Procedures and Screening- Interview
- Governance Self-Assessment
- Nominating Committee Job Description
- Board Member Performance Expectations
Fundraising
- Sample Development Plan Template
- Capital Campaign Checklist & Timeline
- Excel Donation Spreadsheet Template
- Excel Fundraising Event Template
- Gift Acceptance Policy Template
- 18-Point Annual Fundraising Appeal Checklist
- Strategies to Boost Your Annual Fundraising Appeal: Use the 40-40-20 Rule
- Top 10 Strategies to Involve Nonprofit Boards in Year-End Fundraising: Your Comprehensive Solution Kit
- Guide: The Lucrative Art of Great Donor Discovery
- Guide: 30 Easy ‘Get the Visit’ Major Gift Strategies
- Donor Management Software Data Policies and Procedures Template
- Getting to Know You: 42 Questions to Ask Major Donor Prospects Before You Ask for a Gift
This calculator from renowned fundraising coach Marc A. Pitman will help you get started creating a gift range chart for fundraising:
This pledge card from Benevon will help you get started tracking and increasing multiple-year pledges:
These examples from renowned nonprofit marketing expert Kivi Leroux Miller will help you get started creating inspiring annual reports:
This sample nonprofit direct mail letter template from Pamela Grow will help you write to raise money with your year-end appeal.
Donor Surveys
- Lapsed Donor Survey Template
- Donor Satisfaction Survey Template
- Donor Commitment Survey Template
- Donor Trust Survey Template
- Donor Intimacy Survey Template
Job Descriptions
- Major Gift Officer Job Description Template
- Development Director Job Description Template
- Communications Director Job Description Template
- Communications Coordinator Job Description Template
- Volunteer Coordinator Job Description Template
Content Marketing
- Donor-Centered Content Marketing Worksheet & Checklist
- Online Approaches to Build and Sustain Donor Loyalty
These editorial calendar templates from renowned nonprofit marketing expert Kivi Leroux Miller will help you get started optimizing and organizing your communications:
- Annual Print Newsletter Editorial Calendar
- Monthly Audience Engagement Calendar
- Weekly Social Media Editorial Calendar
Grant Management
This checklist from Funding for Good’s Amanda Pearce, CFRE will give you a solid starting point for grant management:
Gift Acknowledgement
- Sample Donation Thank You Email Template
- Sample Donation Thank You Letter Template
- First-Time Donor Communication Plan Template
Human Resources
Media Relations
- Sample Nonprofit Press Release Template
- Sample Nonprofit Crisis Communications Plan Template
- Sample Nonprofit Earned Media Plan Template
- Nonprofit Earned Media Impressions Tracking Template
- Nonprofit Paid Media Impressions Tracking Template
- Strategic Nonprofit SWOT Analysis Guide
Social Media
- Sample Employee Social Media Policy Template
- Social Media Performance Scorecard
- Social Media Strategy Template
Graphic Design
Internal Processes
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