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Guidebooks

A collection of practical, easy-to-use guidebooks created to support nonprofit staff, volunteers, and board members. Download step-by-step tools for fundraising, board development, program evaluation, volunteer engagement, and more.

Step-by-Step Tools for Nonprofit Teams

Each guidebook offers clear instructions, templates, and strategies designed to help nonprofits strengthen their programs and operations. These resources are free to use and ideal for staff meetings, board retreats, and training sessions.

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Creating A Case Statement: Step-by-Step Guidebook

Create a compelling case statement with activities and worksheets to define your mission, clarify goals, and strengthen nonprofit fundraising efforts.

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Creating A Fundraising Plan: Step-by-Step Guidebook

Fundraising guidebook with strategies and a sample plan to help organizations set and achieve their goals effectively.

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Creating And Sustaining A Major Gifts Fundraising Program

Learn how to build a sustainable major gifts program, from prospecting to stewardship, with strategies to strengthen donor relationships and grow fundraising.

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Building An Effective Board Of Directors

Learn how to build and manage an effective nonprofit board with strategies for recruitment, training, and strong board governance.

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Planned Giving: Step-by-Step Guidebook

Learn planned giving strategies, including legacy societies, donor conversations, and cultivation techniques to identify and engage future legacy donors.

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The Nonprofit's Guide To Building Lasting Donor Relationships

Essential guide for donor retention, offering strategies to strengthen relationships and maintain long-term contributions for nonprofits.

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Request For Proposal (RFP) Template

Simplify selecting a web development partner with this RFP template designed to help nonprofits build a strong online presence and impactful partnerships.

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What You Should Measure From Your Volunteer Program

Essential guide for measuring volunteer program impact, offering metrics to improve effectiveness and drive sustainability.

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Golf Tournament Sponsorship Pitch Deck Template

Create a polished, sponsor-focused golf tournament pitch deck that clearly communicates value, audience, and impact to attract and grow sponsorship revenue.

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Understanding Trauma-Informed Facilitation

A guide to help facilitators learn to incorporate trauma-informed facilitation into discussions, focus groups, trainings, orientations and workshops.

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The Nonprofit's Guide To Board Management Software

Learn the essentials of board management software and how to select and implement tools to improve nonprofit governance and board efficiency.

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Program Management And Scaling

Comprehensive guide for nonprofits on scaling programs, covering strategies, challenges, partnerships, and real-world success stories.

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The Nonprofit Guide To Collaborative Budgeting

Collaborative budgeting improves traditional budgeting by involving stakeholders to enhance transparency, alignment, and smarter financial decision-making.

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Hiring a Nonprofit Consultant: Your Step-by-Step Guide and Toolkit

Learn how to conduct an equitable, inclusive hiring process with checklists, templates, and other tools to support you at every step.

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Creación De Un Plan De Recaudación De Fondos: Guía Paso A Paso

Guía de recaudación de fondos con estrategias y un plan de muestra para ayudar a las organizaciones a establecer y alcanzar sus objetivos de manera efectiva.

Explore Additional Tools

Choose from our collection of practical, ready-to-use guides.

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