DEVELOPING A CASE STATEMENT 

This worksheet focuses on six guiding questions that staff and board members should be able to answer when developing a case statement. Questions from this worksheet could be integrated into a board retreat, meeting or onboarding for new board members. 

WHAT MAKES YOUR ORGANIZATION UNIQUE

This is a two page worksheet and is a great resource  to use when developing a case statement or if your organization is taking a step back and re-imaging their mission and vision.  Being able to express what your makes your organization unique helps define programs and services. It will also help your organization attract new donors, supporters, program recipients, board members and friends. 

CREATING A

FUNDRAISING PLAN 

This worksheet focuses on several guiding questions fundraising challenges, potential or past successes, new opportunities and organizational goals. This worksheet is very important to the process of developing a fundraising plan. Staff member and fundraising committee members should be able to answer most if not all the questions in this document prior to developing a yearly fundraising plan. 

DONOR CULTIVATION  AND STEWARDSHIP 

This worksheet focuses on determining potential strategies for donor cultivation and stewardship. Reviewing these strategies is a good opportunity for organizational leaders to determine additional cultivation and stewardship methods that they would like to implement or improve upon. 

DONOR PROSPECTING

This worksheet helps staff members and board members prepare prior to direct donor solictiations. Understanding where donors are at in terms of affinity and capacity to an organization is an essential step in the process before a direct solicitation.  

Available for members only

YEAR END CAMPAIGN SAMPLE TIMELINE 

Year end campaigns are very important for nonprofits in attaining their antipated yearly revenue. Nonprofits must begin planning for a year end campaign before October or November comes around. This document is a sample timeline that can be used as a guide to help prepare development professionals for the variety of tasks that go into a year end campaign. 

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As nonprofit leaders, it is important to engage in deep dialogue, continual learning, reflection and conversation on diversity, equity, and inclusion within your own organization and the ways in which you serve your community and work in collaboration with others. Looking for resources on diversity, equity and inclusion?  Check out resources here