top of page

GUIDEBOOKS

CREATING A CASE STATEMENT: STEP-BY-STEP GUIDEBOOK

Case Statement Guidebook Cover
Sample page from case statement guidebook

This step-by-step guidebook provides an overview of creating a case statement, an in-depth document that explains an organization’s purpose and its rationale for fundraising. Also included are activities and worksheets to guide executive leadership, board members, and staff on developing the core content within a case statement. These resources can be used during staff meetings, training, and retreats.

CREATING A FUNDRAISING PLAN: STEP-BY-STEP GUIDEBOOK

Fundraising Plan Guidebook Cover
Sample page from fundraising plan guidebook

This guidebook provides an overview for creating a fundraising plan, a roadmap to help an organization achieve its fundraising goals. The guidebook includes fundraising strategies, details on drafting a plan, and sample templates, activities, and worksheets to guide staff, board members, and fundraising committee members on developing a fundraising plan. These resources should be reviewed and utilized to prepare organizations for developing a fundraising plan.

CREATING AND SUSTAINING A MAJOR GIFTS FUNDRAISING PROGRAM

This guidebook provides an overview of how to build and sustain a major gifts fundraising program, which is critical to sustaining the future of a nonprofit. This guidebook covers identifying major gift prospects, cultivating donors for major gifts, and how to “make the ask” stewardship steps to take once a donor has made a major gift. The guidebook also explains activities, and includes worksheets to guide executive leadership, volunteers, and staff on building or re-invigorating a major gifts program.

Major Gifts Guidebook Cover
Sample page from major gifts guidebook

BUILDING AN EFFECTIVE BOARD OF DIRECTORS

Board of Directors Guidebook Cover
Sample page from board of directors guidebook

This guidebook provides analysis, strategy, and guidance on effectively managing a nonprofit board of directors. A high-performing board is a good indication of a healthy nonprofit. Alternatively, a low-performing board often creates inefficiencies within a nonprofit and a difficult work environment for staff members, board members, and volunteers. This guidebook provides information on managing a board and mitigating potential pitfalls and includes interactive activities staff and board members can utilize to create a more effective board.

PLANNED GIVING: STEP-BY-STEP GUIDEBOOK

Planned giving is a charitable gift given to a nonprofit that often requires prior planning and allows individuals to make significant financial gifts to nonprofit organizations. This guidebook reviews the different types of planned gift options that donors may want to use, including bequests, charitable gift annuities, gifts of real estate, and charitable lead trusts. In addition, the guidebook provides an overview of donor segmentation, sample request language, ways to talk about planned giving with donors, and strategies to market a planned giving program.

Planned Giving Guidebook Cover
Sample page from planned giving guidebook
keela_cover.png

A COMPREHENSIVE GUIDE TO NONPROFIT SALARIES

Determining an appropriate salary can be challenging. You need good people, but how much should you be offering for the role? The best place to start is by looking at market rates to see what others in the same market are paying. This guide is complete with market rates, job description templates, and growth tools for Canadian and American Nonprofits.

Screen Shot 2022-10-20 at 2.18.43 PM.png

6 EVENT MARKETING TIPS TO INCREASE EVENT REGISTRATIONS 

So much work goes into planning an unforgettable event. Because of all this effort, it would be a shame if fewer people showed up than you expected. That’s why it’s so crucial to get your event marketing right. This guidebook offers 6 event marketing tips to increase your event registrations. 

Screen Shot 2022-12-07 at 11.03.56 AM.png

THE NONPROFIT'S GUIDE TO BUILDING LASTING DONOR RELATIONSHIPS

Donors are the lifeblood of any nonprofit. But how do you strengthen their connection to your cause, so they contribute year-over-year?
This ebook covers a variety of approaches to creating and maintaining solid relationships with donors so they’ll continue to help further your organization’s mission. This guidebook will explore how to determine your donor retention rate, how to ask for feedback from your donors, and how to create membership rewards programs

bottom of page