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GUIDEBOOKS

Case Statement Guidebook Cover
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CREATING A CASE STATEMENT: STEP-BY-STEP 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.

Fundraising Plan Guidebook Cover
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CREATING A FUNDRAISING PLAN: STEP-BY-STEP 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

Major Gifts Guidebook Cover
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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.

BUILDING AN EFFECTIVE BOARD OF DIRECTORS

Board of Directors Guidebook Cover
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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 Guidebook Cover
Sample page from planned giving 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.

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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

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REQUEST FOR PROPOSAL (RFP) TEMPLATE

Streamline the process of selecting a web development partner for your nonprofit with Elevation Web's tailored Website RFP Template. This template covers all aspects of a successful nonprofit website, helping you create an impactful online presence and forge a meaningful partnership with a web development team.

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WHAT YOU SHOULD MEASURE FROM YOUR VOLUNTEER PROGRAM

Creating a solid framework and process for measuring the impact of your well-run and successful volunteering program is the key to making it even more effective and sustainable. Prove your impact and improve your program by measuring the metrics that make a difference in your volunteer program. Discover which metrics you should be measuring with this free guidebook.

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BUILDING AN INTENTIONAL & DEI-INFORMED STRATEGIC PLAN

The purpose of this guidebook is to support anyone involved (or simply interested) in strategic planning at their organization to holistically integrate DEI (diversity, equity, and inclusion) principles into their processes. Within this guidebook, The Acacia Company presents six characteristics of a DEI-informed Strategic Planning process and provides actionable tips, resources, and critical points of reflection to take forward. Throughout the guidebook, there are activities that can help you get started with building your DEI-informed Strategic Plan.

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