Free tools

Free resources for nonprofits

Templates, scripts, checklists and how-to guides to save you time and raise more for your cause. Free to download and yours to edit.

57 resources shown.

Build Lasting Donor Relationships

Letter

Donation Thank You Letter

Two ready-to-send thank-you letters that sound like a person wrote them, for the gift that has just landed.

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Letter

Donation Acknowledgment Letter

The official tax-deductible acknowledgment, with the required language handled and the warmth left in.

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Letter

Annual Appeal Letter

A working draft for the appeal that carries most of the year, with the ask placed where people actually read it.

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Guide

Annual Appeal Letter Templates Guide

Why the appeal letter works when it works, with templates for the segments that need a different version.

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Letter

Year-End Giving Appeal

The December ask, written for a full inbox and a donor deciding between you and everyone else.

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Template

Moves Management Template

A practical framework for moving a donor from first gift to major gift, with the stages and next actions laid out.

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Template

Donor Phone Call Script Templates

Scripts for the calls people avoid making: the thank-you, the check-in, the lapsed donor and the upgrade ask.

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Guide

Matching Gift Guide

How employer matching actually works, and how to get donors to start a match without chasing them.

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Template

Donor-Advised Fund Outreach Template

Outreach for donors holding a DAF, who often want to give more than they realize and are waiting to be asked.

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Template

Donor-Advised Fund Outreach Email

The shorter email version of the DAF ask, for a list you are emailing rather than writing to individually.

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Template

New Supporter Welcome Series

The first few weeks after someone gives, mapped out, because that is when retention is won or lost.

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Template

Nonprofit Welcome Series Email Templates

Five welcome emails you can load into your ESP and schedule, written to be edited rather than sent as-is.

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Guide

Recurring Giving Crash Course

Standing up a monthly giving programme from nothing: the ask, the amounts, the upgrade path and the churn.

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Template

Monthly Giving Outreach

A full outreach sequence for converting one-time donors to monthly, across nine pages of ready copy.

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Letter

Pledge Reminder Letter

The reminder for a pledge that has not arrived, written so it does not read as a collections notice.

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Template

Donation Request Template

A general-purpose ask you can point at a campaign, a programme or a one-off need.

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Template

Email Templates for Funder Outreach

Approaching a foundation cold, following up on a submitted proposal, and reconnecting with a past funder.

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Letter

Donation Letter Templates for Schools

Appeal letters written for a school audience: parents, alumni and local businesses.

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Letter

Raffle Prize Donation Request

The letter that asks a local business for a prize, with the ask specific enough to get a yes.

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Level Up Your Fundraising Campaigns

Template

Annual Fundraising Plan Template

The year on one page: campaigns, targets, channels and who owns what, before the year gets away from you.

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Checklist

Year-End Fundraising Checklist

What has to happen, and by when, to run a year-end campaign that is not assembled in the last week of December.

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Checklist

Summer Fundraising Checklist

Ideas and a running order for the summer lull, when giving drops and most organizations go quiet.

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Guide

How to Raise $1,000 in 30 Days

A short, concrete plan for a small target and a short window, for teams that need a win on the board.

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Template

Rapid and Crisis Response Outreach

Pre-written messages for the week you cannot afford to spend writing: an urgent need, already drafted.

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Guide

Nonprofit Grant Proposal Guide

What a funder is reading for, section by section, and where most proposals lose them.

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Template

Corporate Sponsorship Proposal Template

A proposal that gives a company something to say yes to, with tiers, benefits and numbers in place.

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Letter

Corporate Sponsorship Request Letter

The opening approach to a company, short enough that a marketing manager reads to the end.

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Letter

Corporate Sponsorship Thank You Letter

The thank-you that keeps a sponsor for a second year, with the recognition spelled out.

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Guide

The Power of Habit Design in Fundraising

Why donors repeat some behaviours and not others, and how to design an ask around that.

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Guide

Peer-to-Peer Platform Buyer's Guide

What to ask a peer-to-peer vendor before you sign, including the fees that are easy to miss.

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Playbook

Campaign Communications Playbook

What to send, on which channel, in what order, for a campaign that runs longer than a single email.

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Template

Pledge Agreement Template

A written pledge both sides can point to later, covering amount, schedule and what happens if plans change.

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Make the Most of Giving Tuesday

Playbook

Giving Tuesday Playbook

The whole day planned backwards from the target, with the run of messages that carries it.

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Checklist

Giving Tuesday Social Media Planner

A posting calendar and checklist for the run-up, so the day is not the first time anyone hears about it.

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Letter

Giving Tuesday Letter Templates

The letters that go out before, during and after the day, written to be edited in an afternoon.

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Template

Giving Tuesday Day-Of Reminders

Four reminders for the day itself, timed so the last one lands while people can still give.

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Template

Giving Tuesday Ambassador Invitation

The ask that turns a supporter into someone who fundraises for you on the day.

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Template

Giving Tuesday Thank You

The follow-up that goes out while the day still means something to the person who gave.

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Grow Steady Recurring Revenue

Template

Monthly Giving Appeal Template

The ask that converts a one-time donor to monthly, framed around what a recurring gift makes possible.

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Template

Monthly Giving Project Appeal

A monthly ask tied to one named project, for donors who want to know exactly what they are funding.

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Organize Your Next Major Fundraising Event

Checklist

Fundraising Event Planning Checklist

Everything an event needs, in order, from the first planning meeting to the thank-yous afterwards.

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Guide

Event Toolkit and Workflow Guide

How to run a busy event season without the team rebuilding the process every time.

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Template

Gala Invitation Template

An invitation with every detail guests actually need already on it, so you field fewer emails.

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Template

Pledge Card Templates

Cards for the moment in the room when someone decides to give, designed to be filled in quickly.

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Checklist

Charity Golf Tournament Checklist

The specifics a golf fundraiser needs that a general event checklist will not cover.

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Maximize Results of Your Next Auction

Sheet

Silent Auction Bid Sheet

Bid sheets laid out so the increments are obvious and the final bid is legible at the end of the night.

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Template

Silent Auction Rules Sheet

The rules stated plainly up front, which is what prevents the argument at checkout.

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Letter

Auction Donation Request Letter

The letter asking a business to donate an auction item, with the recognition on offer made concrete.

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Optimize Your Nonprofit's Daily Operations

Template

Nonprofit Business Plan Template

Goals, programmes, staffing and money in one document, for a board meeting or a funder who asks.

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Template

Nonprofit Marketing Plan Template

Audiences, channels and a calendar, sized for a team where marketing is somebody's second job.

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Template

Nonprofit Annual Report Template

A donor-facing annual report that shows impact rather than listing activities, across seven pages.

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Template

Board-Ready Treasurer's Report

The financial report a board can read without a finance background, and ask better questions from.

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Worksheet

Strategic Planning Worksheet

A working session in a document: where you are, where you are going, and what has to be true to get there.

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Playbook

The Quick Pitch Playbook

Getting your mission into a sentence somebody remembers, with the fill-in-the-blank version to practise on.

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Guide

10 Essential Steps to Launch a Nonprofit

The order to do things in when you are starting out, including the filings people discover too late.

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Guide

Social Media Guide for Nonprofits

What to post when there is no marketing team, and how to keep it going past the first month.

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Guide

AI Usage Guidelines

A starting policy for staff using AI tools, covering donor data, disclosure and what to check before sending.

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