Templates

Nonprofit professionals can use the templates below to boost and track their efforts, leading to more fundraising success and less headaches.

Data Management

• Excel Donation Spreadsheet Template
• Excel Fundraising Event Template
• Donor Management Software Data Policies and Procedures Template

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.

• Nonprofit Board Due Diligence Plan
• Sample Nonprofit 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 

• Development Plan Template
• Capital Campaign Checklist & Timeline
• A Comprehensive Guide to Your Year-End Drive
• Gift Acceptance Policy Template
• Basic Appeal Letter Template
• Sample Gift Agreement Template

Major Campaigns

• Capital Campaign Checklist & Timeline
• Gift Range Chart Calculator
• Pledge Card Template

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

Marketing

• Nonprofit Annual Report Examples
• Annual Print Newsletter Editorial Calendar
• Monthly Audience Engagement Calendar

Grant Management

• Grant Readiness Checklist

Gift Acknowledgement

• Sample Donation Thank You Email Template
• Sample Donation Thank You Letter Template
• First-Time Donor Communication Plan Template

Human Resources

• Sample Diversity, Inclusion, and Equity Policy Template
• Sample Employee Confidentiality Agreements for Donor, Client and Other Constituent Information

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

Social Media

• Sample Employee Social Media Policy Template
• Social Media Performance Scorecard
• Social Media Strategy Template
• Weekly Social Media Editorial Calendar

Graphic Design

• Donate Now Button Kit
• Fundraising Thermometer Template

Internal Processes

• Technology Profile Outline

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